Creating and Setting Up an AI Matrix
3.1 Create a new Matrix
- From the AI Workflows dashboard, click Create Matrix
- Enter report details and select a template.
- Upload your document and click Create Matrix.
- 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.
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