Build a useful visual

Choose a suitable output

Source material	Example request
Vendor proposals	“Compare costs, dates, and exclusions in a filterable table.”
A CSV of results	“Show a chart with a metric selector and the underlying values.”
Research notes	“Build a diagram that groups the findings by theme.”
A decision brief	“Create a visual one-page summary with the evidence beside each recommendation.”

Build and review

Provide the sources

Put the files on a Canvas and select them. Specify which source takes precedence if they disagree.

Describe the visual

Name the audience, the decision it should support, and the controls that would be useful.

Check the result

Compare numbers, labels, units, and dates with the original files. Try the controls and check that they change the intended view.

Revise in place

Select the block and ask for a concrete change: “Use a common scale for all vendors and show missing values as unknown.”

Share the reviewed version

Share the Canvas with teammates or publish a snapshot. Check the public view after publishing.

Keep durable data outside the controls

Filters, calculators, and tabs are suitable local interactions. A block’s temporary state can reset, so use files or Canvas objects for information that must persist, such as assigned tasks or approved decisions.

Ask the agent to update the source data and regenerate the view. For recurring work, schedule the instructions separately.

Getting started

Your workspace

Canvas

The agent

Automations

Skills

Files and documents

Collaboration

Connectors

Guides

Account and organization

Security and privacy

Resources

Build a useful visual

Choose a suitable output

Build and review

Keep durable data outside the controls

​Choose a suitable output

​Build and review

​Keep durable data outside the controls

Choose a suitable output

Build and review

Keep durable data outside the controls