AI Summary generates a written summary of a chart or graph widget, a report page, a dashboard section, or an entire report. It saves your team time and gives clients a clear, professionally written overview of their data without extra manual work.

You can add an AI Summary as a widget to any report page or dashboard section to summarize everything on that page.

Step 1: Open the Report or edit the Dashboard you want to summarize.

Step 2: Hover over any empty part of your dashboard or report. A ghost cell appears to show you exactly where the widget will land.

Step 3: Click the ghost cell to open the widget picker.

Step 4: Navigate to the Content section and select AI Summary to add the widget to your page. Your widget drops into the spot you picked, and the edit panel opens beside it automatically.

Step 5: Enter your prompt. Customize tone, focus, context, length, and structure with prompting.

To have the summary automatically update, turn on auto-refresh. Click the AI Summary widget, then under Display, click the toggle beside Auto-refresh summary.

Green means auto-refresh is enabled for that widget.

The AI Summary widget can also summarize every page in a report at once, not just a single section.

Step 1: Open the Report you want to summarize.

Step 2: Hover over any empty part of your report. A ghost cell appears to show you exactly where the widget will land.

Step 3: Click the ghost cell to open the widget picker.

Step 4: Navigate to the Content section and select AI Summary to add the widget to your page. Your widget drops into the spot you picked, and the edit panel opens beside it automatically.

Step 5: Under Display, choose Full Report to expand the summary. After loading, the widget displays a summary of the entire report.

Step 6: Enter your prompt. Customize tone, focus, context, length, and structure with prompting.

Step 7: Click Update summary. The widget reloads and displays a refreshed AI Summary based on your prompt.

Once generated, an AI Summary widget can be edited the same way as a regular text box widget.

Step 1: Click the Ellipsis in the upper right of the widget, then click Edit. If you're in a report, you can simply click the widget instead.

Step 2: Once the widget is in edit mode, change the text size, color, or alignment, or edit the generated text directly. Highlight the text to display the formatting choices.

Note: Any edits made through the widget toolbar are reset when the summary auto-refreshes. Refinements made using the "Guide your summary" prompt option are kept and reapplied with each refresh. See the FAQ below for details.

AI Summary can also generate insights directly on any dashboard stat or chart widget based on your data.

Step 1: Hover over the widget you want insights for.

Step 2: Click the ✨ icon to generate AI insights.

AI Summary reads the widgets on the page or section it’s summarizing, including Google Sheets widgets. It can’t read uploaded files such as PDFs, Word documents or spreadsheets, and it can’t read the content of posts in social widgets.

To include other figures, such as budgets, goals or CRM data, add them to a Google Sheet and add that sheet to the page as a widget.

Click the Ellipsis in an AI Summary widget to edit it. You'll see a toggle option labeled "Auto-refresh summary" that you can turn on or off.

A refresh triggers in the following scenarios:

Yes, if the Auto-refresh toggle is turned on, but only for the first time the report is opened after it's sent. For example, if a monthly report is sent on the first day of the month, the first user to open the summary sees an updated version. Anyone who opens the report after that sees a cached version.

No. Any edits made using the widget toolbar are reset when the summary auto-refreshes. However, refinements made using the "Guide your summary" AI prompt option are kept and reapplied with each refresh. For example, if you prompted the summary to use casual, conversational language and bullet format only, that prompt reapplies with every refresh.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄