How does the generator use my project data and where is it stored?
The generator synthesizes the information you provide—exports, transcripts, or pasted text—to build the report. For accuracy, include the original exports alongside the request. Storage policies depend on your platform settings; best practice is to attach a minimal snapshot of source data used for the report and to keep copies in your secure document store or project repository for auditability.
What input formats and raw sources can I use to create a report?
Common inputs include CSV/Excel exports from trackers, issue lists, commit logs, timesheet or capacity exports, meeting transcripts (text), and status documents. The generator performs best with tabular exports or clearly structured notes; when possible include ticket IDs or links so the report can cite source items.
How do I control tone, length, and audience for generated reports?
Choose a template (executive, product, engineering, client) and select the desired tone: concise, balanced, or technical. You can also adjust length parameters or supply a short instruction—e.g., “Make this one paragraph and emphasize top risks”—to tune the result.
Can reports be scheduled, exported, or integrated into email and slide workflows?
Generated reports are export‑ready: copy formatted email text, download PDFs, or paste slide titles and speaker notes. To schedule deliveries, export the output and use your existing automation or email scheduler to distribute the report on a cadence that fits your team.
How does the tool help identify and prioritize risks and blockers?
Use the Risk & Blocker prompt cluster to scan issue comments, meeting notes, and open tickets. The generator extracts signals—blocked tasks, unresolved dependencies, high‑impact issues—and structures them into a prioritized list with suggested owners and next steps so you can escalate quickly.
What editing and approval workflows exist for team collaboration?
A practical workflow is: generate a draft, add inline source citations or ticket links, share the draft via your document store or email for review, collect comments, then finalize and export. Many teams manage approvals using their existing document or ticketing workflows to track signoffs.
How do you reduce hallucinations and ensure generated facts match source data?
Minimize inaccuracies by providing original exports, clear ticket IDs, and transcripts as part of the prompt. Request the generator to include source snippets or direct references (e.g., ticket numbers) in the output. Treat the generated report as a draft to be validated against source artifacts before distribution.
Is there a way to keep a change log or audit trail of generated reports?
For auditability, export each report version and archive the accompanying source snapshots (exports, transcripts). Keep a simple changelog pattern: version identifier, generation timestamp, source files used, and reviewer initials. This record supports traceability without requiring specialized tooling.
