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AI Reports

A report is an editable written document the AI generates from your project files: structured sections, embedded charts, citations back to source material. Reports live in the Outputs tab as one artifact type alongside decks, clips, and charts.

AI Report

Creating one​

Ask the chat agent. Any of these work:

  • "Draft a report on the top three pain points, grouped by theme."
  • "Write up findings from interviews 1 through 5, organized for an exec audience."
  • "Summarize the data into a report with one section per persona."

The agent's draft_report tool kicks in; the report streams into Outputs.

Editing​

Reports open in a rich block editor.

You can:

  • Rewrite, restructure, or delete any block.
  • Add new headings, paragraphs, and lists.

Edits autosave.

Sharing and exporting​

From the report's overflow menu:

  • Create share link (then Copy share link). Read-only public view at /public/:id, no account needed.
  • Export to Word (DOCX) to drop into your existing template.

Tips​

  • Give the AI a concrete brief. "Pain points across SMB customers, ranked by frequency" produces a sharper report than "summarize the data."
  • Pick the right files. Including everything when you mean a subset dilutes the output.
  • If a section feels weak, ask the chat agent to rewrite it ("rewrite the 'pricing' section as a numbered list of objections, with quotes") and paste the result into the editor.

For a step-by-step, see Creating an AI Report.