Spreadsheets
Under an Excel (.xlsx, .xlsm) or CSV file, the pencil button “Edit” opens the workbook in a panel next to the chat (also from the Library, file menu › “Edit”). Type in cells, paste ranges, add or delete rows and columns, sort, rename sheets. “Edit with Moon” sends an instruction to the AI about a range or the whole workbook. Macros are not kept, charts and pivot tables may be lost (a banner warns you). Formulas are not calculated here: their results update when you open the saved file in Excel.
Editing a PDF
Under a PDF delivered by the AI, attached to a message or in the Library, “Edit PDF” opens it next to the chat: reorder, rotate or delete pages, extract a selection, add the pages of another PDF, type text, highlight, draw or sign, add an image, fill in a form. “Save” creates a new PDF and never touches the original. “Edit this PDF with Moon” lets the AI do a more complex change. Password-protected PDFs are refused, and the PDF’s scripts and attachments are not kept.
Labels in quotes are those of the app in English as of November 3, 2026; the app opens in French until you choose English in Settings. Links followed by an arrow open the app, which may ask you to sign in.
Your turn.
Open Moon AI to try these steps in your workspace, or go back to the help center for another topic.