Editing Reports

The platform generates reports but doesn't include a built-in editor. You export, edit with whatever tool you prefer, and ship the final version. This guide covers the export formats and the editing patterns that work well.

The standard flow

AI generates the report
You export it (Markdown, PDF, or Word)
You edit the exported file in your preferred tool
You share or present the edited version

The platform keeps the original AI-generated report permanently. Your local edits don't change what's stored in your account — they're your version.

Three export formats, three use cases

Markdown (.md) — Best for further editing. Plain text, opens in any editor (Typora, Obsidian, VS Code, Notion, Feishu Docs), preserves structure (headings, lists, tables), plays nicely with version control. Recommended if you plan to edit at all.

PDF (.pdf) — Best for final sharing and archiving. Format is fixed, looks the same on every device. Not editable in any practical way. Use this once your edits are done.

Word (.docx) — Best when you need to apply company templates, get supervisor sign-off with track changes, or hand off to someone who lives in Word. Format can shift slightly between Word versions but is generally usable.

Which editor to use

Quick personal polish → Typora or Obsidian. WYSIWYG Markdown editing, no setup overhead.
Team collaboration → Notion or Feishu Docs. Import the Markdown file, invite teammates, edit together in real time, export to PDF when done.
Formal corporate workflow → Microsoft Word. Open the .docx, apply your company template (logo, fonts, header/footer), add cover and table of contents.
Version control and audit trail → VS Code or your editor of choice + Git. Track every edit, roll back if needed.

Common edits and how to handle them

"The structure isn't quite right." Reorder, merge, or split sections in your Markdown editor. Takes 5-10 minutes for a typical report.

"The tone is too technical / too casual." Find-and-replace for jargon, or rewrite key paragraphs. Word is easiest for this kind of prose editing.

"I want to add my company's context." Append sections for company background, internal decisions, next steps. Keep the AI analysis as-is and add your layer on top — this makes the report more credible than rewriting the AI's words.

"Several reports overlap." Pick the strongest report as the base, copy in unique sections from the others, then deduplicate. Don't try to merge everything; trim aggressively.

What you can't do

Edit the report inside the platform. No in-browser rich text editor. The platform's job ends at generating the report.
Re-upload an edited version to replace the AI version. The platform always keeps the AI version. Your edits live in your local files.
Generate a "new version" of the report from your edits. The platform can regenerate from scratch (re-run the interview with new parameters), but it can't iterate on your edited version.

If you want the platform to "improve section 3," the right move is to ask in the chat: "Expand section 3 with more detail on pricing sensitivity." The AI regenerates, you re-export, you edit again.

A practical workflow for a polished final report

Export the AI version as Markdown
Open in your editor of choice
First pass: structural edits (reorder sections, cut redundant parts)
Second pass: prose edits (tone, jargon, specific examples)
Third pass: add your context (company background, decisions, action items)
Export as PDF for the final version
Archive both the Markdown source and the PDF

Total time for a typical 10-page report: 30-60 minutes depending on how much polish you want.

Common questions

Will the Markdown export preserve all formatting? Yes — headings, lists, tables, bold/italic, code blocks. Charts and images come through as image references.

Can I edit the PDF and keep it as PDF? Not without a full PDF editor (Adobe Acrobat, etc.). It's much easier to edit the Markdown and re-export to PDF.

What if I accidentally delete my local edited version? The platform still has the AI-generated original. You can re-export and start the editing process over. But your specific edits aren't recoverable unless you kept a backup.

Can the AI re-read my edited version and continue from there? No. The AI only knows the version it generated. If you want it to incorporate your edits, paste the edited content into the chat and ask "what's missing from this version?"

Can multiple people edit the same report? Yes — by importing the Markdown into a collaboration tool (Notion, Feishu Docs, Google Docs). The platform itself is single-editor-per-report.

What's in the interview report
Data privacy and security