> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bold-factory.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Use AI, reports and automations

> View reports, work with AI and schedule automatic tasks.

This section brings together reports and artificial intelligence tools to query data, automate tasks and review previous runs.

## Work areas

<Columns cols={2}>
  <Card title="Power BI reports" icon="chart-no-axes-combined" href="/en/guides/smart-factory/view-power-bi-reports">
    View metrics for operations, production, warehouse, costs or maintenance.
  </Card>

  <Card title="Query data and perform tasks with AI" icon="message-circle" href="/en/guides/smart-factory/query-data-and-perform-tasks-with-ai">
    Query information, analyze situations or perform a task with AI.
  </Card>

  <Card title="Automate tasks" icon="bot" href="/en/guides/smart-factory/automate-tasks">
    Schedule recurring or event-triggered tasks and review their results.
  </Card>
</Columns>

## Recommended order

<Steps>
  <Step title="Define the goal">
    Decide whether you need to query, analyze, automate or review a completed task.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Review permissions and data">
    Check that the user and automation can access the necessary modules.
  </Step>

  <Step title="Audit the result">
    Review history, credits, inputs used and actions performed.
  </Step>
</Steps>

## Choose a tool

| Need | Recommended tool |
| :- | :- |
| View consolidated metrics | Power BI reports. |
| Ask about data or status | Boldy. |
| Analyze a situation with context | Boldy. |
| Perform a one-off task | Boldy. |
| Schedule a periodic review | Automation. |

## 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

<Columns cols={2}>
  <Card title="Automations" icon="book-open" href="/en/concepts/smart-factory">
    Understand Boldy, reports and intelligent tasks.
  </Card>

  <Card title="Control panel" icon="settings" href="/en/concepts/control-panel">
    Configure users, permissions, events, data and designs.
  </Card>
</Columns>


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