Before you begin
You need permission to create Datasites and an agent with access to the data you want to use. Prepare the audience, key metrics, date range, and any reference files or brand assets.1. Start from Artifacts
Open Artifacts → New Artifact → Datasite. Enter a Name and Description, and select a project if this work belongs with an existing initiative. Choose Build with AI to continue with your brief. You can also use the Datasite shortcut on Home or ask for a Datasite in an existing analysis chat. Choose Build Manually in the artifact form when you want to start in the editor yourself.
An example brief in the New Artifact form, before building the site.
2. Describe the page
Give the Analyst a specific outcome:Create a revenue review site for our operations team. Show completed orders and net revenue for the last 12 months, followed by a category breakdown. Add a date filter and a table of the largest refunds. Use a simple light layout and explain each metric.Name the source or agent when several could fit. Attach a logo or reference document if it should shape the result. Check any questions about metric definitions before continuing.