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Ask the organization

For finance, compliance and managers1 min readUpdated for v4.0

Your view

Ask the organization is an agent that only reads. Ask it a question in plain words; it answers from the pages your role can open, and links to each one.

1. Open it

Section titled “1. Open it”
Open Workspace › Operations, then the Ask the organization tab.
Under Pages, choose Ask the organization.
Ask the organization: the sources it reads, starter questions, the question box and the Ask only label (Manage view)
Ask the organization: the sources it reads, starter questions, the question box and the Ask only label (Manage view)

Manage view

Ask the organization: the sources it reads, starter questions, the question box and the Ask only label (Hands-on view)
Ask the organization: the sources it reads, starter questions, the question box and the Ask only label (Hands-on view)

Hands-on view

  • 1 Where answers come from. Finance gets Team › Cost, Release overview and Home › Approvals. Pages outside your role are listed after Not in your role.
  • 2 Starter questions. Choose one to ask it.
  • 3 Type your own question.
  • 4 Ask only: this agent cannot change anything.

2. Ask a question

Section titled “2. Ask a question”
  1. Type a question, for example What did Pay Later cost this week?
  2. Press Enter.
  3. Read the answer. Each fact links to the page it came from. Open the link to check it.

Earlier questions on the right keeps what you asked before. Choose one to ask it again.

3. Good questions by role

Section titled “3. Good questions by role”
Role Ask
Finance What did each project cost this week? Who spent the most this month?
Compliance Show me the audit log for the release thresholds. Who changed roles this month?
Manager What shipped or was held back this week, and who decided? What is waiting for approval?

What’s next

Section titled “What’s next”
CostThe numbers behind spend answers.
Audit logThe source of who-did-what answers.
Work with the agentThe project agent that plans, tests and translates.