Had a useful chat and want to keep the output? Ask the Agent to generate a report. It produces a structured document from the conversation — executive summary plus optional sections — that you can email to a teammate, save to your Reports library, copy as markdown, or publish to a shareable link.
What You Get
A Report card in the chat with:
- Title — short descriptive title for the report
- Summary — executive summary / main narrative
- Sections (optional) — heading + body pairs for structured detail
- Generated timestamp — when the report was created
Clicking the card opens a Report detail panel with the full content rendered as markdown and action buttons:
- Email — send the report to an email address (must be a member of your organization — external emails are rejected)
- Copy as markdown — copies title + summary + all sections to your clipboard
- Save to Reports — stores the report under the currently selected product’s Reports library
- Publish to link — creates a shareable public URL for the report
- Send to Slack — appears only if Slack is connected
The Agent generates the content from the current conversation — it doesn’t fetch new data. So the report reflects what you discussed in the thread, formatted cleanly.
Example Prompts
| What you ask | What you get |
|---|
| ”Create a report of this conversation” | Report card with summary + sections |
| ”Summarize and email me a report” | Report card, then confirmation prompt to send the email |
| ”Email that report to me” | Sends the existing report via email |
| ”Generate a report titled ‘Auth refactor review‘“ | Report with custom title |
| ”Send this report to [teammate@example.com]“ | Emails the report to a verified org member |
How It Works
- You ask for a report. The Agent generates the title, summary, and optional sections from the conversation.
- A Report card renders inline. The detail panel opens automatically on the right side.
- The Agent asks whether you want it emailed.
- If you confirm, it calls the email action — validates the recipient is an org member, then sends a branded HTML email via Resend.
Why It Matters
Close the loop from chat to artifact. A great chat thread is only useful if you can take the output somewhere — your inbox, a teammate’s inbox, a shareable link, or your team’s Reports library. Instead of manually copy-pasting into a doc, ask the Agent to package the conversation into a formatted report in one step.
The email action charges credits (10 per send). The generate action is free — you can iterate on the report content before committing to send.
