Work areas
Power BI reports
View metrics for operations, production, warehouse, costs or maintenance.
Query data and perform tasks with AI
Query information, analyze situations or perform a task with AI.
Automate tasks
Schedule recurring or event-triggered tasks and review their results.
Recommended order
1
Define the goal
Decide whether you need to query, analyze, automate or review a completed task.
2
Choose the tool
Use reports to review metrics, Boldy for queries or one-off tasks, and automations for recurring work or work triggered by events.
3
Review permissions and data
Check that the user and automation can access the necessary modules.
4
Audit the result
Review history, credits, inputs used and actions performed.
Choose a tool
Before you start
Response quality depends on available data. Keep the catalog, stock, manufacturing orders and work orders up to date before requesting operational analysis.Related concepts
Automations
Understand Boldy, reports and intelligent tasks.
Control panel
Configure users, permissions, events, data and designs.