Suggested sequence
Guide the AI so it picks the right fields and a slide-friendly chart.
1. Columns
Choose the fields the AI is allowed to use.
2. Intent
Point the AI toward the question you want the slide to answer.
3. Chart preferences
Limit the shape options if you already know the visual direction.
Describe the analytical page you want and review the AI draft before applying it.
1. Brief
2. Preview
Describe the dataset you need, choose trusted or exploratory sourcing, review the draft, and import it into the workspace.
1. Request
Trusted mode uses official APIs first. Exploratory mode can unlock broader requests with lower-confidence open-web sources.
Trusted mode is default. It stays within official APIs, filings, and structured public sources.
2. Preview