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Let AI write the summary and descriptions

Have each delivery write its own summary from its data.

R
Written by Rodrigo Zaupa

For every delivery

  1. Edit the report.

  2. Turn on Generate summary and descriptions with AI.

  3. Select Update Report.

Each delivery then writes its own summary and section descriptions from that delivery's data. Text you saved yourself is kept.

For the next delivery only

  1. Open the report's Preview and select Edit Preview.

  2. Select Generate Summary, or Generate Description on a section.

  3. Review the text, edit it if you want, and select Update.

[Image: The report preview with "Generate Summary" and a generated summary]

Read AI-written text before it goes out, especially numbers.

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