Bring useful inputs
Set the reader, purpose, required points, sources and section budgets. Review extracted material from an upload, paste or URL before using it as grounding.
Turn your KPI data into clear trend narratives
Turn supplied numbers and business context into a reporting draft, then review the narrative beside the metric source. Keep calculation, editorial review and publication as deliberate steps.
Review Quill plansQuill · real output
Start with the brief. Inspect the finished article.
This is an actual Quill export, with the input brief available alongside it. Use the workflow below to connect source material, structure, editing and delivery.
Pre-Launch Checklist for a New Business Website
Checklist items grouped by phase, each with a priority tag and a way to check it, with links to Google, W3C and FTC guidance for the search, accessibility and security items.
Inspect the source brief or data
Write an actionable checklist for a small business about to launch a new website. Group the items under content, search visibility, accessibility, performance, security and privacy, analytics, and what to verify on launch day. Each item should be a single action someone can tick off and should say how to check it. Cite published guidance for the search, accessibility and security items.
Read the sample review notes
Open the full export and compare its statements with the cited sources before reuse.
Shape and refine
Review the outline, then the draft. Add structured blocks, edit selected passages and use Image Studio for permitted generation, photo selection and responsive insertion; retain attribution where required.
Choose the delivery path
Review citations, wording and metadata. Use the supported export or connected destination for the current account; Markdown handoff and a live publishing connection are different delivery paths.
Selected-text editing and structured blocks
Power Edit starts from an active selection. You can give iterative or voice-transcribed instructions, choose a reply language, stop a streamed response, inspect the result and explicitly replace the selected range. Full-document context is reference material. Structured blocks have typed fields, item-level regeneration and previews; their AI field assistance is separate from their layout.
Image Studio and image revision
Use builder or advanced prompts with the subject and document context. Shape style, mood, lighting, palette, composition, camera and supported image dimensions. Inspect generated alternatives or a selected real photo, retain required source attribution and edit alternative text before insertion. Finishes and prompt edits create a new result; compare it with the original instead of assuming an edit is lossless.
Import, export and delivery settings
Import options depend on the source type: pasted text, Markdown or HTML; document extraction; spreadsheet cells; image OCR; and supported media transcription. Review extracted material before drafting. Export settings include the supported format, theme, author, spacing, headers, footers and page appearance. Inspect the actual download because HTML, print PDF and editable Word represent structure differently.
A source-led draft needs human review. HTML, PDF and editable Word have different layout fidelity; connected publishing support is destination-specific.
Write the narrative around the evidence
Give Quill the KPI values, comparison period, targets and business context you want discussed. A draft can explain movement and propose questions or actions, but a plausible explanation does not establish the cause. Check calculations and source coverage before approving the report.
Monthly KPI report example: distinguish a result from its explanation
These support figures and narrative are invented, hand-authored teaching examples. They are not a customer result, a real metric pack or a captured Quill run.
| Measure | September | October |
|---|---|---|
| Tickets received | 900 | 1,000 |
| Tickets resolved within one day | 720 | 850 |
| One-day resolution rate | 720 ÷ 900 = 80% | 850 ÷ 1,000 = 85% |
Weak draft: “Our new training increased resolution by 5%.” That wording confuses a rate change with a relative percentage, and the supplied records do not show what caused the change.
Reviewed wording: “The one-day resolution rate increased from 80% in September to 85% in October, a rise of five percentage points. October's log records 850 of 1,000 tickets resolved within one day. The data does not establish whether training caused the increase.”
Review before delivery: confirm the date windows, denominator, metric definition and source records. Ask whether ticket mix or logging changed before recommending an action. Arithmetic consistency is separate from source-data accuracy and causal evidence.
For an eligible saved report, supply the required new Business metric packs and use Repeat this report for another period to preview a separate draft. Review the new tables and source receipts, then update the copied interpretation for the new period. Earlier reviews and releases stay with the original report. This explicit action does not schedule an update or publish either article.
Review narrative claims against selected sources and use the content brief example to define the audience and review requirements.
Refresh the metric table with a visible comparison
Bring calculated metrics into your article, then compare changed values and source receipts before updating the saved table.
The calculation source is an eligible Gixo Business metric pack, with separate Business access. Import checks calculation consistency; it does not prove source-data accuracy. Refresh is explicit and preserves surrounding prose. Review value and source-cell changes, and consent before replacing a hand-edited table. Missing selected metrics need a new table.
Prepare next month's report without replacing this one
Prepare the next reporting period as a separate draft using your saved report and metric selections, with retained progress so retries recover the same draft.
For example, keep September's reviewed report and explicitly prepare an October draft from its saved recipe and eligible metric pack. Quill copies authored narrative and the brief and refreshes selected metric blocks; the editor updates the interpretation for October. Reviews and releases remain with September's report. This is a user-triggered draft workflow, with no scheduler or automatic publication.
Review figures and claims before delivery
Find passages that need a closer look before publication. Compare a saved draft with selected source documents and review advisory findings beside quoted evidence, including contradictions, unsupported assertions, calculations, missing conditions, and changed numbers or units. Findings need human decisions, and a clean result does not certify the report. Choose a designed PDF or Word export, or a supported CMS destination, after reviewing the draft and its publication metadata.
Details
KPI reporting questions
What is an AI KPI trend note generator?
It helps draft a narrative from supplied metrics, periods, targets and business context. Review the arithmetic, source data and proposed explanations; a generated explanation is not proof of a cause.
Can Quill calculate and refresh my metrics?
Quill can insert calculated values from an eligible Business metric pack and explicitly refresh its saved table after showing changed values and source receipts. Business calculation access is separate; consistency checks do not establish source-data accuracy.
What happens to a table I edited by hand?
Replacing a hand-edited metric table requires consent. Refresh preserves surrounding prose; missing selected metrics require a new table.
Can I prepare the next reporting period?
Yes, from an eligible saved report recipe and required metric packs. Quill creates a separate draft, copies authored narrative and the brief, and refreshes selected metric blocks. You revise the interpretation and review the new draft; the original report retains its reviews and releases.
Does the report update or publish itself on a schedule?
No. Metric refresh and next-period draft preparation are explicit user actions. They do not schedule, approve or publish the report.
Does this replace a dashboard or verify the source data?
No. Use your reporting system and Business metric pack for the numbers, then review the Quill narrative and evidence. Selected-source review is advisory and can be incomplete.
Inside Quill
Start with the amount of structure you already have
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