Documents
Documents are how your agents share information and insights with you and your colleagues.
They're formatted reports and summaries created by your agents 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 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 agents when they run. When you build an agent, you can instruct it to create documents as part of its workflow. The agent will generate documents based on your instructions, pulling together the information, analysis, or reports you need. Each time the agent runs, it creates new documents with the latest data and insights.
Viewing Documents
You can access documents from several places in the platform. Each gives you a different view of your document history:
- From the agent page: Click the Documents button (documents icon) in the header to see all documents created by that agent
- From log pages: Documents created during a specific run appear in the log timeline with links to open them
- From the documents list: Each agent has a documents page showing all its outputs with summaries and creation dates
The documents list shows a summary of each document and when it was created, making it easy to find the output you need.
Sharing Documents
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.