What are AI-generated tables?
These are reports created by the Assistant using data you already have in Task Manager: tasks, due dates, conversations and messages. Ask for a table in plain language, specify the columns, then copy the result into a document or export it to Excel or CSV.
How does it work?
- 01
Describe what the report should contain and the period it should cover.
- 02
The Assistant gathers data within the scope of your permissions.
- 03
The results appear as a table with the columns you specified.
- 04
Copy the table, paste it into a note or export it.
What do you gain?
No more copying data: the information comes from the app, not from memory.
Format it for the audience: arrange the columns to suit your client or management team.
Repeatable: prepare the same report in a minute the following month.
An everyday example
Management asks for a report of completed tasks broken down by client. The Assistant creates a table you can copy into a presentation - instead of spending the afternoon in a spreadsheet.
Frequently asked questions
Can I export the table?
Yes, to Excel, CSV or other Conversation Export formats.
Will I see data I do not have permission to access?
No.
Can I change the columns?
Yes, simply ask the Assistant.