3.1 Create a new Matrix

1. From the AI Workflows dashboard, click Create Matrix
2. Enter report details and select a template.
3. Upload your document and click Create Matrix.
4. When generation finishes, you’ll be redirected to the AI Matrix viewer.

3.2 Create a Tear Sheet

Use either the dashboard or chat flow as described in Section 2.3.

🧭 All outputs appear within their associated workspace and the Documents Dashboard.