New
- Build an automation by chatting. Describe the workflow you need and work with the AI assistant to build its steps. Create an automation.
- Schedule dashboard reports. Choose the recipients, timing, filters, and report format, including Excel. You can also send a summary without a report attachment. Schedule dashboard reports.
- Take a dashboard snapshot. Export the dashboard as a PDF with the data and filters in the current view. Export dashboard reports.
Improved
- Keep filters when building with AI. Automation steps created from a dashboard use its actual filters.
Fixed
- Weekly and monthly schedules use the selected timing more reliably.
- A failed AI summary no longer makes successfully fetched data appear to be empty.