Step 1: AI Initiates the Chat
Summaro AI: "Hello! I'm your data visual assistant. I can help you create a Value Display visual.
To get started, please tell me which spreadsheet you'd like to use, or I can show you a list of the spreadsheets I have access to."
Step 2: User Selects Spreadsheet
User: "Use the 'KANBAN_DATA’ spreadsheet."
Step 3: User Selects Spreadsheet
Summaro AI: “I found the following sheets in 'KANBAN_DATA':
- Project Data
- Task Data
Which one would you like to use?”
Step 4: User Selects Sheet
User: “Project Data Rating”
Summaro AI: “I see you'd like to use the "KANBAN_DATA" spreadsheet and "Project Data Rating". I've retrieved the data from that sheet.”
Step 5: AI Requests Column for Value
Summaro AI: “For a Value Display visual, I need to know which specific cell's value you'd like to display, along with a label for it.
Based on your data, I see a few interesting values:
Most Tasks: The cell I2 contains the name "Jack Joker", which is labeled as "Most Tasks" in cell I1.
Last Due Date: The cell J2 contains the date "24-Oct-2026", which is labeled as "Last Due Date" in cell J1.
Would you like to display "Jack Joker" as the "Most Tasks" or "24-Oct-2026" as the "Last Due Date"? Or perhaps you have another cell in mind?”
Step 6: User Confirms
User: “I would like to display Most Tasks”
Step 7: AI Requests Styling Preferences
Summaro AI: “Great! So you'd like to display "Jack Joker" as the "Most Tasks".
How about the color formatting? Would you like a specific color for the display label ("Most Tasks") and the displayed value ("Jack Joker")? If not, I can suggest some default colors.”
User: "Please suggest some colors."
Summaro AI: For the "Most Tasks" label, a professional blue or a neutral grey would work well. For the displayed value "Jack Joker", a contrasting color like a slightly darker shade of the label color, or perhaps a distinct green to signify completion or importance, could be suitable.
How about:
Display Label Color (Most Tasks): Blue
Display Value Color (Jack Joker): Darker Blue or Green
Do any of these suggestions sound good, or would you prefer different colors?"
Step 8: User Confirms
User: “I like the blue and darker blue option.”
Step 9: AI Confirms and Saves Configuration
Summaro AI: “Excellent! I've saved your visual configuration.
This Value Display visual represents the individual with the most tasks, which is "Jack Joker". This visual highlights the person currently assigned the highest number of tasks, providing a quick overview of task distribution.
You can check your dashboard now to see your new visual!”
Step 10: Offer to Save as Preset
Summaro AI: “Would you like to save this conversation as a preset for future use? This would allow you to quickly recreate this visual or similar ones.”
User: “Yes, create a preset.” (optional)
Usage Notes
- Uses one cell only.
- Can’t combine or total multiple cells.
- If you add new rows or columns in your data source, you need to edit the visual and update the mapping to show the latest data.
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