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Start with a question you care about today. Turn the answer into a report, verify it, and inspect the source behind one finding. You will know what passed verification and what still needs judgment.

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Choose your data

For the fastest path, open a project and use + Import → Upload Files. Add the spreadsheet, CSV, PDF, or report that contains the evidence for your question.The file appears in the project’s file list and is immediately available to Addison. Use @ in the composer to attach it to your question when needed.

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Ask the business question

Open Home and choose your project with the grid icon in the composer. Ask the question the way you would ask a colleague who knows the business:
Which regions grew fastest last quarter, and what drove the change?
Good first questions have a decision or surprise inside them:
  • What explains the largest variance from plan?
  • Which products are creating the margin decline?
  • Where is pipeline risk increasing fastest?
  • Which locations improved service without increasing cost?
Avoid packing an entire business review into the first prompt. A focused question makes it easier to assess whether the answer is correct.

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Follow the evidence

Read the first answer and check its reporting period and comparison. If you’re asking about a variance from plan, make sure the plan is available; otherwise, ask Addison to use a comparison the data supports. Choose a finding you want to understand better and ask a follow-up in the same thread:
Break that down by channel.
Which drivers explain most of the change?
What does the data support directly, and what are you inferring?
The thread keeps the original question and its context, so you can refine the analysis without starting over.

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Save the answer as a report

When the analysis answers the question, ask:
Turn this into a concise report for an operating review. Preserve the reasoning and cite every material figure and claim.
The report arrives as a card in Addison’s response. Select Open to review it. The report lives in the project, where you can share it, edit it, download it, or use it again later.
An example report titled 'Monthly Merchandising Review' (Operations / Monthly Merchandising Review FY2026 Week 29), with a verified checkmark, Edit with AI, Styles, and Create workflow in the toolbar. The body has a 'Key takeaways' section with three bulleted findings and underlined citations (net sales +38.0%, gross margin -9.2pp, 32.7% vs 39% plan), and a 'Portfolio performance' section with a 'YoY net sales growth by category' bar chart.

A report with cited figures, ready to verify

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Verify the result

Click the verification badge in the report toolbar and choose Verify. The Verification Hub checks four dimensions: Wait for the toolbar badge to show the current result:
  • Verified means the checks passed.
  • Failed means verification found blocking issues. Advisory findings can still need review without changing the pass/fail status.
  • Stale means the report changed after its last verification.
  • Unverified means verification has not been run.
  • In progress means the checks are still running.
  • Error means verification could not finish; inspect the run error before retrying.
The Verification Hub summary: 'Passed 140/140' with four checks, each with a blue checkmark: Citations ('Numbers, tables and charts are traced.'), Traces ('Verify source data'), Claims ('Validate facts, comparisons, and trends'), and Queries ('Check query consistency and filters'), with a Refresh Verification button below.

A passed verification result across all four checks

Verification checks the report against the sources it used. It does not turn an outdated upload into current data or resolve a business definition that was never supplied.

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Trace one finding yourself

Choose the most surprising figure in the report. Cited values are underlined; click one to open its Value trace. Confirm:
A Value trace popover for a cited figure, $522.62K, sourced from cell Summary!B4. Summary, SQL, and Source tabs sit above a panel showing Table 'weekly_trading_cube', Metric 'net_demand, order_item_qty', and Filters 'New York Knicks, TEE, 2026-06-29, 2026-07-05', with 'Last Updated July 1, 2026' at the bottom.

A value trace, showing the table, metric, and filters behind a cited figure

  • the query result contains the expected comparison;
  • the highlighted value supports the number in the report;
  • the source is current enough for the decision.
You do not need to recheck every number. Trace one surprising figure so you understand the result and can answer when someone asks, “Where did that come from?”

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Add the business definition that is missing

If the analysis is technically consistent but wrong about your business, correct it in the same thread:
For this analysis, revenue means net revenue after refunds, and the fiscal quarter starts in February. Update the report and remember those definitions for this project.
After an edit, run verification again. The badge remains Stale until the current version has been checked.

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You are done when

You have a report that answers your question, a current verification result you’ve reviewed, and a finding you can trace to its source. Keep any remaining limitations visible when you share it.

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If the result needs work

If a total disagrees with a trusted source, compare the reporting period, units, definitions, filters, and joins before editing the narrative. If verification fails, inspect the failing check, correct the underlying issue, and verify the new version. A confident explanation still needs evidence; ask Addison to separate measured contributors from possible causes.

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Next

Monitor your business

Turn the investigation into a pulse that surfaces new changes.

Forecast and plan

Use the evidence as the starting point for scenarios and a working model.