Give your agent the context behind the numbers.
Define your metrics, explain your tables, and add the reference material your team uses. Give recurring tasks a set of steps, so your agent approaches them your way.
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Context
Choose a kind of context to see what it added to the review.
Monthly review
Net revenue, September 2026
$112,000+12% on August ($100,000)
- Paid invoices $120,000 less refunds $8,000, test accounts excluded
- Paid invoices only; drafts and voids left out
- Amounts in dollars, converted from cents
| Starter | $18,000 |
|---|---|
| Growth | $46,000 |
| Scale | $48,000 |
Different context, different jobs
Four kinds of context, and what each one added to a single month-end review.
- RuleRevenue means net of refundsRulesRead with every question, so the review reports revenue after refunds.
- ContextMetric definitions.pdfReference documentsLooked up because the question touched revenue: only paid invoices count.
For net revenue, subtract refunds issued in the period and exclude test accounts.
Read with every question.
How it works
Add your context
Write a rule, upload reference material, or define a skill.
Try a real question
See how the agent uses what you added.
Refine and test again
Update the wording and rerun the questions that matter.
Make business definitions explicit
Write a rule in plain language, like “For revenue, subtract refunds and exclude test accounts.” Rules are read with every question, so spell out the definitions, exclusions and reporting conventions your team uses, then try a real question.
- Write rules one at a time
- Or upload a document and pull the rules out of it
What was net revenue in September?
$112,000
$120,000 paid − $8,000 refunded = $112,000
Rule: “For net revenue, subtract refunds issued in the period and exclude test accounts.”
With the rule: $112,000.
Background it looks up when it’s relevant
Upload metric definitions, reporting policies or a pricing sheet, and the agent searches them by meaning and keywords when a question touches them. Notes on each table explain what a row is and what its columns hold.
- PDF, Word, CSV, Excel or text up to 10 MB, or a two-minute voice note
- Table notes are written when you connect, and yours to edit
Revenue definitions.pdf
“Refunds reduce revenue in the month they’re issued. Test accounts are excluded from every revenue report.”
Looked up when a question touches revenue
invoices
One row per invoice. amount_cents is stored in cents.
Written when the source was connected; edited by the team
Sample data. Example reference document and table note.
Steps for the tasks you repeat
A skill is how your team runs a set task, like a month-end revenue review: compare with last month, break it down by plan, explain refunds. It can apply on its own when the task comes up, or only when someone asks for it.
- Write it, or draft it with AI
- Upload a SKILL.md or import one from GitHub
Monthly review
Automatic- Compare with the previous month
- Break the total down by plan
- Explain what changed
Sample data. Example skill: it applies on its own when a task looks like a monthly review.
Frequently asked questions
How are rules different from reference documents?
Rules are instructions the agent reads with every question. Reference documents are background it looks up when a question needs them.
What are table notes for?
They explain what a table holds, what one row represents, and quirks a column name can’t, like amounts stored in cents. They’re written when you connect a source, and you can edit or regenerate them.
When should I use a skill?
For a repeatable procedure, such as a monthly performance review. Use a rule for a definition or instruction that applies more broadly.
Which files can I upload?
PDF, Word, CSV, Excel and text files up to 10 MB each. To pull rules out of a document, upload it on the Rules page.
Can different agents have different context?
Yes. Rules, documents and skills belong to an agent, so finance and marketing can each have their own.
Put your business definitions to work
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