Creating a Template
Learn how to create a reusable, one-click template
Templates are ideal for recurring analyses where the questions remain the same, but the underlying data changes.
They ensure you get consistent outputs - such as charts and insights - while always reflecting the latest data.
Go to an existing chat or start a new chat where you're satisfied with the outputs.
Click 'Tools' in the bottom left corner of the chat input box.
Click 'Save chart as template'.
Click 'Convert'.
Click 'View/edit' to modify the template's messages sent (reordering message and/or updating the prompt).
To use your template again, click 'Templates' in the top left corner of the navigation. Search for your template (you can filter for 'Created By You'). Select your updated dataset, then click 'Run report'. All prompts will be executed one-by-one without your having to type in your prompts again. You won't even need to click send!
