Stories

A story turns analysis into something people can read, discuss and act on. It is a document made of sections: some you write, some the AI writes from your data. Charts, tables and numbers in a story stay live — every reader sees today’s values, within their own access.

Open Stories in the sidebar (between Dashboards and Reports), or press Ctrl/⌘+K and choose New Story.

Start a story

New story creates a blank story and asks for its name.
New story → From a question creates the story and opens Write with AI for its first section.
New story → From a template starts from a template: Business review, Board pack, Incident review, Weekly KPI update, or one your workspace saved. Template sections can carry a question for the AI — Write this with AI runs it, only when you click.
In AI chat, Add to story under an answer puts the answer into a story you can edit, or starts a new one with it. The chart comes along: live when the answer ran a query, otherwise as a snapshot marked with its date.
New story → From a goal asks the AI to outline the story: a title and the sections, each with the question Write this with AI will answer from your data when you click it. Edit or drop sections before you create the story.

To reuse a story’s structure, open its ⋯ menu and choose Save as template.

Ctrl/⌘+K finds stories by title and summary — only the ones you may read.

Write a section

Click Edit on a section. Several people can edit the same section at once: while you edit, others see “your name is editing — join in”, and Join puts them in the section with you. Each person’s cursor carries their name, the section shows who you are editing with, and every change — the text and the section title — saves as you type. Click Done when you finish.

Two cases edit one at a time instead: a section with a live number whose data your access leaves out (a shared section cannot hide a value from one person), and a connection that cannot reach the server live. Then the section is yours while you edit it — others see “your name is editing” and wait for Done — and if it changed meanwhile you are told and it reloads.

You can type in the same paragraph as someone else, even right next to them: each person’s words stay whole. The one thing to avoid is both typing the same letters at exactly the same spot at the same moment — a shared first letter can land on the other side of theirs.

Between sections, Add section, Write with AI and Live data add the next one. Drag a section by its handle, or use its menu, to move it.

Blocks

Type / in a section for the block menu, or use Markdown as you type (#, -, 1., >, []).

Block	What it does
Text, headings, lists, to-dos, quote, divider	The writing basics. Select text for bold, italic, underline, strike, code, links and highlight.
Table	Rows and columns with a header row and column, merged cells, cell colours, numbered rows and sort. Paste straight from Excel or Google Sheets. Chart this table draws a chart that follows the table as you edit it.
Image	Upload, paste or drop a picture; add a caption and alt text, resize it, align it left, centre or right (or wide, or full width), and wrap text around it.
Inline image	A small picture inside a line of text — a logo, a flag, an icon.
Panels	Info, note, success, warning and error panels.
Toggle	Hide detail behind a heading.
Code	SQL and other code, highlighted.
Status, date, mention	A status label (On track, At risk…), a date, or @ a person.
Live number	Type # to put a number from the section’s live tables and charts into your sentence — see below.
Chart from a question	The AI answers with live data — see below.
Dashboard card	A chart, table or KPI from a dashboard, kept in step with it.
Saved query	Live rows from a saved query; switch it between a table and a chart.

A live chart or table shows when its numbers were read and can be refreshed. Freeze as table turns a live table into an ordinary table you can edit (it stops updating).

Live numbers

A live number is a number in your text that stays current: “West brought in 890K” reads today’s value every time someone opens the story, with their access — someone whose data access hides the source sees a dash, never the number. Type # and pick from the numbers the section’s live tables and charts hold (each row’s values and each column’s total). Sections the AI writes turn the numbers they quote into live ones on their own, when exactly one value of the result matches.

A live number remembers the value it had when it was written. When today’s value has moved, the number is underlined in amber and the section says what changed. Whoever can edit the section chooses Reword with AI — the AI suggests new wording for the sentences that no longer fit (“rose” → “fell”), shown as a change to accept — or Keep the words to mark the numbers current.

Write with AI

Write with AI asks a question about your data. The AI works within your data access and shows its steps as it goes; nothing is added to the story until you look at the result and click Insert section. Sections the AI wrote carry an AI badge — AI · edited once a person has changed them — and the badge shows the question that produced it.

Select text while editing and choose AI to make it shorter or longer, fix its spelling and grammar, change its tone or translate it. Numbers, names and dates are kept as written.

At the end of a story, What should come next? asks the AI for the one section a reader would want after this one, and why — write it with AI now, or add it to write later.

The AI chat knows published stories too: asked about something a story covers, it can draw on the story’s title, summary and section openings — only for people who can read that story, and never its numbers.

Every AI run is one request on your workspace’s AI credits, made only when you click.

Plan the work

Each section has a status — Draft, In review or Done — and can have an assignee and a due date, shown under its title. Editors assign sections and set due dates; whoever can edit a section moves its status. Assigning someone who can’t work on the story yet shares it with them to contribute, and tells them.

Board (above the sections) shows the story as columns by status: drag a section to move it, click it to open it, and tick Only mine to see your own. In the Stories list, Assigned to me shows the stories with a section waiting on you or a review asked of you.

Who can edit and read what

Sharing gives a person a role on the story — see the table at the end. A contributor adds sections and edits the ones they wrote or are assigned.

Three rules narrow a single section, from its ⋯ menu:

Who can edit and read… → Who can edit names the only people who may edit it (the story’s owner always can).
Who can edit and read… → Who can read it → Only people who can see all its data hides the section from readers whose data access leaves out one of its charts or live numbers — its text usually says what that data shows. They don’t get its comments or its history either, and the story tells them a section is hidden. People who edit the story, and the section’s assignee and named editors, always see it. The section shows Follows data access.
Lock section makes it read-only for everyone until an editor unlocks it.

Comments and suggested edits

Comments opens the discussion for the whole story; the comment button on a section opens that section’s. Mention people with Mention — they hear about it only if they can open the story. The author of a comment, and anyone who can edit the story, can Resolve it.

While reading, select some text to Comment on it or Suggest edit. The text you chose is quoted in the thread and highlighted in the section; click the highlight to open its thread. A suggested edit shows what would change. Whoever can edit that section Accepts it — the text changes for everyone — or Rejects it.

Ask AI on a thread puts the question to the AI; its answer comes back as a reply, which can be added to the story as a section.

Review before publishing

Ask for review names one or more reviewers (and a note). Each reviewer Approves or Asks for changes; the banner under the story’s title shows where each one stands. Publishing waits until every reviewer has approved — the story’s owner can Publish anyway, and that is recorded. Whoever asked, or the owner, can cancel the review or ask again.

Share invites people by email: Can view, Can comment, Can contribute, or Can edit (only the story’s owner can give edit access). Before you invite someone, the dialog shows what they will be able to do — and which live charts and numbers their data access would hide from them. They see a note in place of those, never the values.

Publish, versions and activity

A story starts as a draft: only you, workspace admins and the people you share it with can open it. Publish opens it to everyone whose role can view Stories — they can read it and comment. Each publish saves a version; Versions in the story’s menu lists them, shows Changes since a version (section by section, word by word), and lets editors restore one (the restore is saved as a version too, so nothing is lost).

Activity in the same menu lists who did what — edits, assignments, moves, reviews, comments, publishing — newest first. Editors also see who read it under the title: each reader’s time with the story (counted only while it is open and in view) and when they last read it.

Snapshot stories

Stories show live data: every chart and number runs when someone reads it, with their own access. When a workspace admin turns on Snapshot stories (Admin → Workspaces → Edit), an editor can choose Keep a snapshot when publishing from the story’s menu. Each publish then keeps every chart’s rows as they were at that moment; readers see Snapshot — data as of …, kept when … published, and each kept chart says Snapshot with its time. A chart that could not be kept runs live. Use live data switches back.

A snapshot freezes time; it never widens access. Readers still need access to a chart’s data to see its kept rows. The kept rows are stored with the story, which is why an admin decides; turning the switch off deletes them and returns those stories to live data.

Export PDF (story menu) opens the story on paper — exactly as it reads on screen, with its live charts, tables and numbers read at that moment with your access — and opens the print dialog: choose Save as PDF.
Share to Slack posts the story’s title, summary and your note, with a link, to one of the workspace’s Slack channels (an admin connects them in Settings → Webhooks, type Slack). No numbers go to Slack: people who follow the link see the story with their own access. Anyone who can comment on a published story can share it; a draft only by its editors.

Who can do what

	Viewer	Commenter	Contributor	Editor	Owner
Read the story and its live data	✓	✓	✓	✓	✓
Comment, mention, suggest edits		✓	✓	✓	✓
Add sections; edit the ones they wrote or are assigned			✓	✓	✓
Edit any section, move sections, assign, set due dates				✓	✓
Name a section’s editors, lock it				✓	✓
Share (view, comment, contribute), ask for review, publish				✓	✓
Give edit access, publish past a review, archive, delete					✓

Workspace admins can do everything an owner can on every story. Named editors and a read-only lock narrow a single section for everyone but the owner; a section that follows data access is hidden from readers who can’t see all of its data.

Notifications and the Monday digest

Follow (on any story you can read) brings its new versions and new comments to your notifications — in the app and in the phone app’s Inbox — only what you may read, never a comment’s text. Turn it off the same way, or switch Stories you follow off in Settings → Notifications. On the phone, stories are in Library → Stories (see Library, search & reports).

Assignments, review requests and decisions, and accepted suggestions arrive in the app and by email. On Mondays, people with something waiting get one email, Your week in Stories: sections due this week or overdue, other sections assigned to them, reviews waiting on them, and news on their own stories — titles and links only. Change both in Settings → Notifications → Story work.