Documents

Documents are how your agents and actions share information and insights with you and your colleagues.

They're formatted reports and summaries created by your actions when they run, containing structured information like reports, summaries, or analyses. Documents can include charts and graphs, and automatically get a summary that helps you quickly understand what they contain. Every document is linked to its source action and agent.

What Can Be in a Document

Documents can include formatted text with headings, lists, tables, links, and emphasis to organize information clearly. You can also add interactive charts to visualize data and trends.

Charts can display data over time (daily, weekly, monthly, or yearly) or show categorical information. You can create line charts to show trends over time or bar charts to compare values. Charts can include multiple data series, and you can customize colors to make them easier to read. Bar charts automatically stack when showing multiple values for the same time period, while line charts show each series separately.

Creating Documents

Documents are created by your actions when they run. When you build an action, you can instruct it to create documents as part of its workflow. The action will generate documents based on your instructions, pulling together the information, analysis, or reports you need. Each time the action runs, it creates new documents with the latest data and insights.

Sharing Documents

You can access documents from several places in the platform. On action pages, you'll see a list of documents organized by date. On log pages, you'll find links to documents created during that specific run. You can also browse all documents in the document list, where you can filter by agent or action.

Each document has a share link that you can use to share it with others. Anyone with the link can view the document without needing to sign in.