60โ90 second walkthrough script
- 1. Upload a supported Excel or CSV file
- 2. Detect columns and file structure
- 3. Map source fields to reporting concepts
- 4. Identify validation problems
- 5. Fix or intentionally exclude invalid records
- 6. Generate source-backed KPIs and dashboards
- 7. Open the KPI calculation
- 8. Trace the KPI to validated records and source rows
- 9. Ask the read-only AI Advisor a source-backed question
- 10. Turn the insight into human-owned follow-up work