Illustrative evaluation using fictional Northstar Advisory data. This is a worked example, not a customer result, recorded Agent run, or guarantee of a generated output. No sensitive data is needed.
Inspect the example figures
The table below contains the fictional example data. To try it in your workspace, download the example data (CSV). Open the completed sample report, which can be printed or saved as PDF from your browser.
| Measure | Q1 2026 | Q2 2026 |
|---|---|---|
| Revenue | $1,000,000 | $1,200,000 |
| Delivery costs | $600,000 | $810,000 |
| Gross profit | $400,000 | $390,000 |
| Gross margin | 40% | 32.5% |
Expected findings: revenue increased $200,000 (20%); delivery costs increased $210,000 (35%); gross profit decreased $10,000 (2.5%); gross margin fell 7.5 percentage points. The figures do not establish why costs increased.
Try it in Clear Ideas
- Create a test Site and add the source CSV. Confirm it is available for the selected AI task; if extraction is unsupported, use the table above as permitted text context.
- Ask AI Chat to compare the two quarters, cite the supporting source, show the calculations, and flag missing context. Select a permitted model. An Agent can capture the recurring process after you have tested it.
- Review the answer against the expected findings. For a generated report, select a model that supports file generation and request a client update with findings, source references, and questions for review.
- Inspect the resulting file and its associated chat or run record. Do not treat a source reference as proof that a conclusion is correct.
- If testing client delivery, configure an external recipient's access and check their view. Keep preparation materials restricted. Free supports up to five external collaborators for 48 hours; Professional is internal-only; Team supports ongoing external collaboration.
Prompt to adapt
Compare Q1 and Q2 in quarterly-financials.csv. Calculate revenue growth, delivery-cost growth, gross profit, and gross margin. Show the arithmetic and cite the source. Draft a short client update with a finding, a review question, and the source reference. Do not infer the cause of a change from these figures alone. Flag missing information. Prepare the result for human review before sharing.
Check the result before sharing
- The period, units, and source match the supplied rows.
- Revenue growth is 20%; gross margin is 40% then 32.5%.
- Percentage changes are distinguished from percentage-point changes.
- No explanation for higher costs is invented.
- The source can be located and checked.
- The output file is readable and the calculations remain correct.
- A reviewer decides whether it is ready to share.
- An external recipient sees only the intended material.
Record your chosen model, credit use, corrections, review time, and unresolved questions. A single successful test is not a performance benchmark. Verify plan entitlements, recurring capacity, and credit terms before expanding the process.