Saving a link
Share the file with anyone who has the link
In Google, Microsoft or Dropbox, set sharing to “anyone with the link can view” and copy the link. Emily can read Google Sheets, Docs and Drive files, OneDrive and SharePoint files, Dropbox file links, CSV, Excel (.xlsx) and JSON files, and ordinary web pages.
Give it to Emily with a name
Send “save this link as my sales sheet: https://...”, or use Add a link on the Files and memory page.
Emily checks it
She reads it once and tells you what she found. Nothing is saved if she can't read it.
Links and files share the same limit of 50, and files up to 10 MB can be read.
Asking about it
Ask in your own words, naming the source: “what were September sales in my sales sheet?”. Emily fetches the latest version and answers from its figures only, and tells you when the data doesn't hold the answer. Each answer uses 1 credit. If she can't open the link, nothing is charged.
A saved link is never attached to an email. To check it still opens, use Refresh next to it on the Files page.
What won't work
- Links that need you to sign in, including company files your organisation won't let you share with “anyone”.
- Pages that only show their content with JavaScript.
- Folder links. Share the file itself.
- Older formats such as .xls, PDFs and images, as a link.
- Personal OneDrive links work on a best-effort basis: Microsoft is changing how they open, and some now need sign-in however they are shared. Emily tells you when one won't open.
A regular report from your data
Ask for it by email, chat or text:
- “Send me a monthly performance summary based on my sales sheet”
- “Every Monday send Sarah and me a summary of https://...”
- “Send my team a weekly report based on the attached file” (by email, with the file attached)
Or choose A report from my data under New automation on the Automations page. A monthly report covers last month, a weekly one last Monday to Sunday, a fortnightly one the 14 days before, and a daily one yesterday. When the data has dates, she compares it with the period before.
Emily reads the source fresh every time and uses only its figures. Every number is checked against the data before it is sent. If she can't write a summary she can check, she sends a plain table of the totals instead, and she says when something is missing.
Each report sent uses 2 credits: 1 for the run and 1 for reading the data, however many people it goes to. Nothing is charged when nothing is sent.
If the source can't be read
Nobody gets a report, and Emily tells you once. She tries again at the next run. After three failed runs in a row she pauses the report: fix the sharing, then resume it on the Automations page. Deleting a source a report uses pauses that report too, and the Files page warns you first.
Sending to several people
Reports, weather, news, briefings and scheduled messages can go to you, your team and your saved contacts. Name them when you ask, and add or remove people later on the Automations page.
- Each person gets their own email. Nobody sees anyone else's address.
- You only get a copy if you're one of the people named.
- Anyone other than you can stop them in one click with Stop these emails. Emily tells you when someone does.
- Up to 25 people per automation, and up to 200 scheduled emails a day from your account.
- Calendar and birthday briefings show your own calendar, so they only ever go to you.
- If your organisation only allows internal email, Emily leaves out anyone outside it and tells you who.
- A report's link to its source appears only in your copy and your team's, never in anyone else's.
You need to be sure the people you add are happy to get these emails.
Privacy
Emily keeps the link, its name and notes, and a copy of what she last read, until you delete it. Links are fetched from our servers in London, without cookies or any sign-in. The contents are sent to our AI provider only when you ask about them or a report runs. Full detail is in the privacy policy.