How to define business terms for the AI
Business definitions give every question one approved formula: let AI Suggest draft them from your columns, review, and add. Narrated.
The steps
- 1Ask two people for revenue, and you can get two different numbers. Business definitions fix that. You define a term once per workspace, and the AI uses your formula every time.
- 2Open the workspace settings, then Definitions. Pick a datasource, and a table if you'd like to go one at a time.
- 3Choose AI Suggest. The AI reads your real columns and drafts definitions, each with a plain-English meaning, a formula, and the words people actually use for it.
- 4Review each one, and add the ones that are right, or add them all at once. You can also add a term by hand, and describe it in your own words.
- 5From then on, a question about gross margin uses your formula, in every report and every chart. Only workspace admins can change definitions; everyone else sees them read-only.
Try it on your own data
Connect a datasource and ask your first question. Your first report is free, with no card and no deadline.