Everything you need to turn documents into decisions in Gixo Business

The Business dashboard keeps source sets, briefs and recommendation work accessible. Generated briefs appear in your library; the source-set list is for the material you reuse, rather than the finished brief.

1. Describe the outcomeState the question, intended reader, decision or deliverable, timing and constraints. The request accepts up to 8,000 characters. An existing artifact excerpt is useful when the task is a revision or comparison.
2. Supply the evidencePaste relevant text. With permitted Business and source access, choose uploads, saved source sets, library work or supported connected documents. Ask can also accept up to five public webpages.
3. Inspect the planReview the proposed route, outline, source forecast, missing inputs and checks. A comparison can need more than one source. An evidence score describes the planner's rules and available material; it is not a prediction of success.
4. Resolve the blockersAdd the missing evidence or refine the question, then plan again. If your sources or request change, use a current plan for those inputs. Read warnings before acknowledging them.
5. Queue only the reviewed workCheck the required sign-in, product access and capacity. Some revision or export intents hand you to an editor or export screen. Planning and acknowledging warnings do not approve the final document, and nothing queues itself.

• Uploads and saved source sets. Brief Mode supports up to 10 source files, 500 MB each and 2 GB total. Wait for extraction before planning. Reuse selected files from a saved set and add current material for the next assignment.
• Selected app documents. Where a supported connection is configured and authorized, choose the specific Google Drive, OneDrive/SharePoint or Dropbox documents, or Slack messages, to read as source text. Available adapters do not establish that every connection is live. Selection does not start a whole-account crawl, synchronize later changes or write back to the app.
• Web scope. A new brief starts on Only my sources. Choose My sources + the web when external context is needed, and specify trusted domains where appropriate. Public pages you attach and search-result evidence remain distinct from uploaded-file citation markers.
• Long or complex sources. Extraction can omit content or truncate a long source. Ask inline source text is capped at 24,000 characters per source; the evidence pack reads at most 12 sources and a bounded set of relevant passages. Check warnings and the original file when a conclusion depends on omitted text.

1. Set the question and audienceExplain what the reader needs to understand or decide. Include the period, geography, options and any required format.
2. Choose the sources and sourcing policyAdd the selected source set, uploads and context you want used. A request-only draft has no supplied evidence for number reconciliation or uploaded-file citations.
3. Review the outlineCheck section order, intended depth and evidence requirements. Refine the request and plan again if the outline misses the actual decision or supporting material.
4. Create the draftGenerate from the accepted plan while its inputs still match. Planning is distinct from generation; an outline gives drafting direction and does not establish completeness or correctness.
5. Review before deliveryInspect the draft's sources and Evidence findings, revise the passages that need work, then check the saved output before export.

In Rules or standards, you can name the jurisdiction, laws, standards and specific references that should shape the document. The normative appendix lists what you supplied. It does not look up clauses, map requirements to legal provisions or supply factual proof.

In the evidence review workbench, record a decision beside each current item where you have artifact ownership and current workspace access. Earlier decisions remain distinguishable when the reviewed content changes. A decision can reject or mark an item stale; clearing an undecided-item check does not mean every claim was approved. These records do not automatically satisfy the formal Business Case approval gate.

1. Frame the decisionState the question, decision maker, deadline and context. Add viable alternatives, including the status quo where relevant, and explain criteria, constraints and prior attempts.
2. Attach the case evidenceUse the selected source set, uploads, pasted text and explicit working assumptions. Imported primary text is capped at 18,000 characters, each uploaded source at 12,000 and combined case material at 90,000. Inspect truncation warnings.
3. Review the case planCheck the analytical path and missing inputs before queueing the recommendation. Consultant requires Business Starter or higher, its workflow access and available generation capacity; plan allowances are shown in your account.
4. Inspect the reasoningReview the working paper, findings and final report. Model review and revision attempts can leave unresolved findings, unequal evidence or biased reasoning. Supply the missing evidence and edit the recommendation before using it.

The options, criteria and decision table can sit inside the Business report. New standalone decision pages and visual frameworks belong to Gixo Prism and require Prism access.

A saved dossier can provide continuity for a later review, but its prior narrative is not fresh evidence. Supply current sources when returning to the company, market, vendor or reporting period. Faithfulness review does not independently verify the sources or guarantee a comprehensive diligence investigation.

Work from source tables

1. Preview the table you intend to useSupported XLSX, CSV or TSV previews accept files up to 5 MB, up to 10 sheets, 200 rows and 26 columns. Read the omission warnings. Excel formula cells supply stored values; they are not recalculated.
2. Check the working cellsEdit the working table and confirm row labels, column labels, units and periods. Manual edits can detach an old source binding, so inspect which values remain tied to source cells.
3. Review the input mappingChoose the cells, or sum/average/minimum/maximum selections, that become calculation inputs. Inspect the mapping before applying it. If the source or model has changed, refresh the preview rather than apply a stale projection.

Calculate and replay a workbook

Build a calculation workbook with explicit named inputs and formulas, then inspect the results and calculation steps. The supported expression engine handles arithmetic and functions including ABS, ROUND, MIN, MAX, SUM, AVG, IF, PERCENT, CHANGE and PERCENT_CHANGE. Identical definitions and engine versions replay to the same values and recorded hashes.

A workbook supports up to 50 inputs and 50 formulas, with expressions up to 500 characters and bounded depth and decimal precision. Supported XLSX exchange retains the required Inputs, Formulas, Results and Readme structure. Result sheets are informational snapshots: they do not update in Excel, execute Excel formulas or run macros or external links. Review input accuracy, units and formulas before exporting calculated metrics.

Repeat the next reporting period

1. Prepare the next periodStart from the saved review recipe and identify the new period and required source roles.
2. Compare the source cellsReview differences, new headings or labels and the input mappings. Confirm any changed mapping rather than assume last period's cells still represent the same metric.
3. Replay and record the reviewed runInspect the calculations and accept the current run before downloading its receipt or output pack. A later change makes the accepted review stale or requires a new iteration.

Where eligible, select exact facts from a particular approved Business Case revision. Keep its approval receipt with the calculation inputs and reload the source if the checked revision or facts no longer match. Author-attested values remain distinct from server-recomputed results. A recorded Analyst review does not approve a new case, schedule updates or publish the output.

Saved progress distinguishes completed, running, waiting and failed steps after reconnect. Eligible failed steps can resume when the run retains a resume key, reusing completed work; older unkeyed runs cannot safely retry. Missing product children and dependents can be skipped with reasons. A pack does not make completion or output quality certain.

Standalone decks, decisions and frameworks route separately to Lumen or Prism. An optional proposal or RFP child needs Arc access. Recheck each child's sources and final output, even when the same source pack was reused.

1. Initialize the caseRecord its business owner, objective and linked work. Check that the case is attached to the intended saved document and source family.
2. Complete the recorded review inputsSupply evidence status, assumptions, financials, options and the proposed decision. Check the readiness screens; they evaluate recorded inputs and approvals, rather than independently establish truth.
3. Set the case policy while in DraftChoose the rationale, required stage approvals and reviewer separation appropriate to the case. A policy change invalidates earlier approvals. The policy is case-local and does not grant anyone content or tenant access.
4. Move through the review stagesReview evidence, financials and the decision before the final approved, rejected, on-hold or archived state. Use the current revision and inspect the recorded review and activity history.

Compare financial scenarios

Enter explicit downside, base, upside or custom assumptions. The case supports at most five scenarios and a horizon of one to 240 months. Review monthly cash flows, NPV, ROI, payback, whether break-even occurs within the chosen horizon, and the three-by-three benefit/cost sensitivity comparison.

Probability-weighted expected NPV is available only when all scenario probabilities are present and total 100%. Those probabilities are your assumptions, rather than predicted likelihoods. This model does not calculate IRR or run Monte Carlo simulation. Manual totals remain available as author-attested values, separate from server-recomputed scenarios.

Inspect governance and retained receipts

Controlled policy can require one to five approvals per stage, approval notes, maker/checker separation, different stage reviewers, an independent final approver, a recorded unresolved-claim check and closure approval. Review the case's recorded history and retained chain check. Audit receipts keep a rolling window of 200; they are not a lifetime archive, independent timestamp or notarized signature.

Download the approved revision memo

The governed memo is separate from an ordinary brief export. Approval attempts to capture a frozen revision snapshot. Export authorizes access and checks the recorded state, approval receipt, audit chain and financial results before producing memo HTML or a configured PDF.

Snapshot capture is best effort: a case can be approved while its missing snapshot prevents memo export. Unavailable or irreconcilable snapshots are refused. A successful reconciliation confirms consistency of stored facts and results, rather than external financial accuracy. The memo labels manual figures as attested rather than recomputed.

Record the follow-through

After approval, record the execution owner, action priorities and due dates, outcome baselines and targets, current values and health check-ins. Review completion evidence and required closure approval before closing the case. Current bounds are 100 actions, 50 outcome metrics and 100 check-ins. These are explicit records, rather than automatic monitoring, ERP synchronization, delivered reminders or independently measured benefits.

Editing and AI assistance need full-edit permission, active access for the owning product and its assist bounds. Do not infer concurrent-safe restoration from another product's dialog behavior. On Business Professional or higher, comments and named sharing also depend on the current content role. Confirm access and resolve save conflicts before distribution; presence does not establish automatic merging of simultaneous text edits.

For an image in the document, open Image Studio from the editor. Review the subject, image type and prompt preview; the dialog also exposes photo search and upload. Before insertion, check the chosen image, any required attribution and its use in the document. Opening the dialog is separate from requesting generation or inserting a picture.

Earlier decision artifacts made through Business remain subject to their stored access and current product routing. Open the Prism dashboard to locate them; check the current Prism guides before editing or regenerating rather than follow an old image-only workflow description.

The score bands are Not ready (0–39), Emerging (40–59), Close (60–79) and Ready (80–100). Review the dimension scores and suggested gaps, then supply evidence for any follow-on brief or recommendation. Sign in for supported saved runs and report downloads; an anonymous session is not durable history.

Five operating playbooks cover Data-Room Checklist, Board-Meeting Prep, Launch Runbook, Hiring Scorecard and Pricing-Change Checklist. Tick only the items you have completed and inspect critical items still open. A tick records your report of progress rather than proof of execution or approval. Sign in to retain supported progress.

Other available checks and builders help you inspect the document structure or assemble the information you enter. Their output does not replace source review or the governed case process.

Plans and your trial

Gixo Business is priced per seat in US dollars. Each paid plan includes monthly generation capacity; your subscriptions page shows usage and current allowances. Planning and generation are distinct actions, and additional products have their own access.

• Every paid plan: eligible briefs, Consultant recommendations, Analyst dossiers, Business Cases and body version history. Check current feature access and available capacity for the action you need.
• Professional and higher: comments, named sharing and brand kit. Comments and sharing also depend on the current content role.
• Business and higher: team creation and member management.
• Enterprise: API access. Published minimums and the marketplace purchasing path remain as listed above.

Your 14-day trial

No card is needed. The trial starts when you click Start my 14 days; each email address receives one Business trial with Starter features. After it ends, existing saved work remains viewable under its content permissions and new generation needs an active plan. A trial does not include unlimited free AI generation or other product plans.

Quick links

Reviewed on 10 October 2026 against the current Gixo Business implementation. The screenshots show actual local controls on fictional material: planning, source review, deterministic calculations, Draft case settings, unsubmitted editing dialogs and a saved wording comparison. No AI draft, independent verification, completed approval or governed memo is presented as a completed capture. If your screen differs, check Gixo support and the current product guides.