Before you begin
- Reviews or reports in your workspace
- Permission to use AI
Step 1 of 3
Select a period
Open Ask AI and choose 7, 30, 90 days or all time.
- Narrower periods help focus the answer.
- The scope uses the current workspace.
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Workflow previewContinue
Select a period
1Narrower periods help focus the answer.
2The scope uses the current workspace.
Step 2 of 3
Ask a concrete question
Ask something that helps you decide what to do.
- What are this week's three biggest risks?
- Which location needs attention now?
rateit.site
Workflow previewContinue
Ask a concrete question
1What are this week's three biggest risks?
2Which location needs attention now?
Step 3 of 3
Create follow-up work
Turn a useful answer into a goal, playbook or full report.
- Use reports for an executive narrative.
- Use playbooks when the next action is clear.
rateit.site
Workflow previewContinue
Create follow-up work
1Use reports for an executive narrative.
2Use playbooks when the next action is clear.
Guide complete
Choose another guideNow test the complete workflow.
Repeat the workflow in a private window or on your phone and verify each expected result before using real data.