Edit the report with RelatorAI

With the report open in the editor, RelatorAI works directly on the document. You type "create a Google Ads-only tab with cost, conversions and campaigns" and it builds the tab; you type "make the summary shorter" and it rewrites it. Everything goes in as a single change that you can undo with one click.

Before you start

• Open the report in the editor (in read mode, click Edit).
• Edit permission on the report. Read-only users get the regular chat, without editing.
• Each request uses one AI credit.

Step by step

1. 1
   Step 1

   Click RelatorAI chat

   In the editor's right-hand bar, click RelatorAI chat. The panel opens showing Editing: and the report title, with four suggested requests for this document.

   Illustrative screen

   Korra/Monthly report — September

   Ask RelatorAIPT

   Monthly report — September

   OverviewMeta Ads

   SpendR$ 12,480.00

   Conversions342

   Editing: Monthly report — SeptemberAsk in plain language: RelatorAI adds, removes and swaps blocks and tabs, changes the period and theme, and rewrites the AI texts.

   • Add a CPA KPI from Meta Ads

     1
   • Create a Google Ads-only tab with cost, conversions and campaigns
   • Change the period to last month
   • Make the summary shorter

   Ask for a change to the report…

   2

   1. 1Suggestions built from this report's sources and content. Click to send.
   2. 2Or type your own request.

2. 2
   Step 2

   Ask for the change

   Type what you want to change. It understands requests like:

   • Add blocks: KPI, chart, table, AI text, text, section title, image, goals or period.
   • Change a block: title, description, metric, grouping, visualization, width, period, comparison or account.
   • Move or remove blocks, including to another tab.
   • Create, rename, duplicate, hide, reorder or remove tabs.
   • Change the report's period, theme or title.
   • Rewrite an AI text with an instruction ("focus on conversions", "as bullets").
3. 3
   Step 3

   Check what changed

   RelatorAI replies Done. What changed: with the list of changes, by name: for example "Added: CPA KPI (Meta Ads) to the Overview tab". The document is already updated and saves on its own.

   Illustrative screen

   Korra/Monthly report — September

   Ask RelatorAIPT

   Monthly report — September

   OverviewMeta Ads

   SpendR$ 12,480.00

   Conversions342

   CPAR$ 36.49-3.7%

   Editing: Monthly report — September

   Add a CPA KPI from Meta AdsDone. What changed: - Added: CPA KPI (Meta Ads) to the Overview tab

   1

   Undo

   Undo2

   1. 1The list of what changed in the document.
   2. 2Undo returns the report to how it was before this request.

4. 4
   Step 4

   Undo if you don't like it

   Click Undo in the message itself. It works as long as the request is the last thing done to the report. If you changed something afterwards, the message says Other edits came after this one. Use the editor's undo. and the Undo at the top of the editor takes care of it.

When it asks you back

• If the client has more than one account on the platform, it asks which one to use ("Which Meta Ads account should I use?") and shows the options as buttons.
• If it can't build the request with what the report and the client have, it asks for more detail: which metric, account or tab.
• If the report already looked the way you asked, it replies that it didn't change anything.
• Questions about the numbers ("what changed in CPA?") don't change the document: it answers like the regular chat, with the report as context.

Quick changes on a block

To change just one block, select it in the editor. AI text blocks show the Apply quick changes… field; data blocks show Adjust widget data…. Type the change ("shorter and as bullets", "show by campaign") and click Apply.

Common problems

• Your plan's AI messages have run out.

  Cause

  The month's credits are used up.

  Fix

  Buy an AI pack or wait for the new month. See AI credits.

• Too many requests in a row. Wait a minute and try again.

  Cause

  Several requests in a row.

  Fix

  Wait a minute.

• I couldn't apply that edit. Can you put it another way?

  Cause

  The request was ambiguous.

  Fix

  State the metric, the platform and the tab.

• I couldn't find this report. Reload the page.

  Cause

  The report was deleted or the session expired.

  Fix

  Reload the page.