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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.

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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.

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Example Prompts

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How It Works

  1. You ask for a report. The Agent generates the title, summary, and optional sections from the conversation.
  2. A Report card renders inline. The detail panel opens automatically on the right side.
  3. The Agent asks whether you want it emailed.
  4. If you confirm, it calls the email action — validates the recipient is an org member, then sends a branded HTML email via Resend.

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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.