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Dashboards and KPIs · Track 2 · Tutorial 3 of 3

Add AI commentary with BrizoWriter

Numbers need a sentence or two of explanation before a board reads them. BrizoWriter drafts that commentary from the group’s figures; you check and edit it before it is saved.

You will needAn Administrator of Your Group. A dashboard with a text card, such as Profitability’s Executive Summary.
By the endOctober’s Executive Summary on the Profitability dashboard, drafted by BrizoWriter and edited by you.

1Find the text card

  1. Open Dashboards → Profitability, and set the month to Oct-2026.

The Executive Summary card shows October’s text, or No text available yet. Any dashboard can have a text card: Comment, Executive Summary, Note, Overview or Summary.

A text card’s words belong to its type, the company and the month: every Executive Summary card for Your Group shows the same text for October, and each month has its own.

2Ask BrizoWriter

  1. On the card, click the BrizoWriter icon beside the pencil.
  2. In Add additional instruction for AI, say what to focus on, such as Focus on revenue against the previous month. The instruction is optional.
  3. Click Get Suggestions, and wait while it loads.

BrizoWriter writes for the card’s type and the month on screen, reading the company’s own figures for it.

An Executive Summary text card with No text available yet and its edit and BrizoWriter icons; the BrizoWriter dialog with the instruction Focus on revenue against the previous month and the Get Suggestions button; and the Review AI Suggestion dialog with the suggested text to edit and the Confirm & Update button
The BrizoWriter icon (1), your instruction (2), Get Suggestions (3), the suggestion to edit (4), and Confirm & Update (5).

3Review and save

  1. In Review AI Suggestion, read the text against the dashboard, and correct anything that is wrong.
  2. Click Confirm & Update.

AI-generated text may not be accurate, so always check the figures it quotes. To change the text later, click the pencil, edit it in Edit Text, and click Update.

Check

The card shows your text with your name and when it was saved. Move the month to Sep-2026: the card shows September’s text, or No text available yet., and October’s returns when you move back.

4If something goes wrong

What you seeWhat to do
BrizoWriter writes the whole text, which would remove the figures and placeholders in it. Remove them first, or edit the text without BrizoWriter.The saved text holds a live figure or a placeholder. Remove them in Edit Text, or edit the text yourself.
There is no pencil or BrizoWriter iconEditing text cards needs Administrator access.
Unable to load text.Reload the page.

Want more detail? See the documentation

BrizoWriter — AI Commentary for Dashboards Text Placeholders
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