Hi,

We’re excited to announce Boards! Boards vastly improve custom dashboard creation; with natural language, you can create auto-updating charts and add AI-generated "Takes" that provide expert insights and recommendations on your business. Organize your Boards to fit your desired format and easily share with your team. See a 2-minute demo video here!

Creating charts has never been easier

With Boards, all you need to do is ask. Creating a chart is as simple as a prompt (e.g. Show me revenue by day over the past four weeks) and choosing a visualization type - line chart, bar chart, pie chart, or table. Your Boards will automatically update with up-to-date data.

With Takes, AI analysis is one click away

Enhance your Boards with Takes that generate AI insights from other charts on the page. No need to spend your time sifting through data to get the important information - let AI do that for you. Select from Summary, Key Insights, Outliers, and Recommendations based on the type of insights you’re seeking.

Fully Customize your Board Layout

Resize and reorganize charts to customize the Board layout. You can also add headers and descriptions to provide more context for the information on the page.

Share with your team

Boards are set to Private by default, but change the visibility to Shared if you want others at your company to be able to view your Board, or Collaborative if you want to build a Board alongside a colleague.

Get started today!

A few ideas for your first Board:

• Convert an existing Excel or Sheets report into a live-updating Board

• Track performance of a July LTO

• Measure your Q3 KPIs or Sales targets

• Create a Monday Review Board that shows last week at-a-glance

As always, we’d love to hear any feedback or requests you have to improve the Copilot product!

Thanks,
Ethan