AtelyaOS Docs
Workflows

Export deliverable

Turn a completed workroom into a `.docx` or `.pdf` ready for the client.

Export deliverable

The export step is one click. Most of the work is in setting up your export profile once.

The 30-second version

From a completed workroom, click Export. Pick .docx or .pdf. The file is generated with your workspace export profile applied and downloaded immediately. Filenames follow {slugified-title}-v{round}.{format}. Exports do not consume credits.

Why this matters

Most agency tools produce a Markdown blob you have to paste into Word and re-format. AtelyaOS skips that — the export is fully formatted with your letterhead and ready to attach to an email.

Get the export profile right once and every deliverable inherits it. Don't try to handle branding inside individual workrooms.

How it works

1. Set up the workspace export profile (do this once)

Go to Settings → Export profile and fill in:

  • Company name and optional tagline.
  • Address, contact email, contact phone.
  • Font for body text.
  • PDF accent colour (used for headings and section dividers in .pdf).
  • Optional "Prepared with AtelyaOS" footer line on/off.

[SCREENSHOT: export profile settings page]

The profile is text-based today — there's no logo upload. Image-based letterheads (uploaded logo, custom header band) are coming soon.

2. Verify the workroom title

Filenames are generated from the workroom title at export time. Patterns we recommend:

Aurora Coffee — Q4 Proposal — 2026-05
Northwind Real Estate — Weekly Report — 2026-W21

Slugified examples:

aurora-coffee-q4-proposal-2026-05-v1.docx
northwind-real-estate-weekly-report-2026-w21-v1.pdf

If you're going to rename, do it before the first export.

3. Click export

On the workroom detail page, the Export button shows two options:

  • .docx — Word-compatible, editable. Use when the client may want to track changes.
  • .pdf — final, fixed format. Use for sign-off documents.

[SCREENSHOT: export modal]

The file downloads immediately. There is no email handoff, no Drive push — your browser just gets the file.

4. Re-export after revisions

Each export is versioned. After a revision round, exporting again produces a …-v2.docx. The version suffix increments per round, so you'll have a clean trail:

aurora-coffee-q4-proposal-v1.docx   ← initial draft
aurora-coffee-q4-proposal-v2.docx   ← after round 1 (tighten section 2)
aurora-coffee-q4-proposal-v3.pdf    ← final, after client_feedback round

Costs

Export is free — it doesn't consume credits. Credits are spent at workroom creation (when the Composer drafts) and at each revision round.

Common pitfalls

  • Exporting before reviewing. "Completed" means the state machine reached the end. Read the deliverable before you export and send.
  • Skipping the export profile. Without a profile, the letterhead block is generic. Set it up once under Settings → Export profile.
  • Renaming workrooms after exporting. The slug is captured at export time. v1 with one slug and v2 with a different slug is confusing in your inbox. Pick the title once.
  • Expecting Markdown export. AtelyaOS exports .docx and .pdf only. There is no Markdown, HTML, or Google Doc export today.

What's next

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