Sharing Files

Share Formula Bot analysis via public links, export charts as PNG or SVG, and download reports as PDF or Excel for stakeholders and teammates.

Share your analysis results, charts, and data exports with colleagues, clients, or stakeholders who may not have Formula Bot accounts.

Sharing Options

Share Chat Analysis

Share a complete analysis conversation:

  1. Open the chat you want to share
  2. Click the Share button in the top bar
  3. Choose sharing options
  4. Copy the link to share

Share Exported Data

Export and share data files:

  1. Generate results in a chat
  2. Export as Excel, CSV, or PDF
  3. Share the downloaded file

Share Charts

Share individual visualizations:

  1. Hover over a chart
  2. Click the download icon
  3. Choose format (PNG, SVG, PDF)
  4. Share the image file

Public Share Links

Create links that anyone can view:

Creating a Share Link

  1. Open your chat
  2. Click Share
  3. Enable "Public link"
  4. Copy the generated URL

What's Included

  • The full conversation
  • All charts and visualizations
  • Data tables (view only)
  • Your questions and AI responses

What's NOT Included

  • Source files
  • Database credentials
  • Your account information
  • Ability to run new queries

Public links are accessible to anyone with the URL. Don't share links containing sensitive or confidential data.

Managing Shared Links

View Active Links

See all your shared links in your account settings.

Revoke Access

Disable a share link at any time:

  1. Go to the shared chat
  2. Click Share
  3. Click "Revoke link"

Once revoked, the link stops working immediately.

Link Expiration

By default, share links don't expire. You can set an expiration:

  • 24 hours
  • 7 days
  • 30 days
  • Never

Exporting for Sharing

Excel/CSV Export

Best for sharing raw data:

  1. Generate data in a chat
  2. Click export on the table
  3. Choose Excel or CSV
  4. Share via email or file sharing

PDF Export

Best for reports and presentations:

  1. Click Export in the chat menu
  2. Select PDF
  3. Choose what to include
  4. Download and share

Chart Images

Best for presentations:

  1. Click download on any chart
  2. Choose PNG (for web) or SVG (for editing)
  3. Insert into slides or documents

Collaboration Tips

Sharing with Your Team

  • Export findings as PDF reports
  • Share specific charts via download
  • Use public links for quick sharing

Client Presentations

  • Export polished PDF reports
  • Download charts as high-res images
  • Prepare data tables in Excel format

Stakeholder Updates

  • Create summary reports
  • Highlight key visualizations
  • Include data sources for credibility

Privacy Considerations

Before Sharing

  • Review data for sensitive information
  • Remove PII (personally identifiable info)
  • Check company data policies
  • Anonymize where appropriate

What to Avoid Sharing

  • Customer personal data
  • Financial account details
  • Internal credentials
  • Proprietary algorithms

When in doubt, export specific results rather than sharing full chat access.

Team Features (Coming Soon)

We're working on enhanced team collaboration:

  • Shared workspaces
  • Team file libraries
  • Collaborative analysis
  • Role-based permissions

Stay tuned for updates!

Next Steps