> For the complete documentation index, see [llms.txt](https://guides.tability.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guides.tability.io/docs/become-a-tability-power-user/ai-mode-how-tos.md). # AI Mode how-tos Practical AI Mode how-tos for execs, managers, and individual contributors, with prompts and clear next steps. Get useful work done inside Tability: build a presentation, visualise progress, prepare a spreadsheet, create OKRs, or set up a recurring brief. Pick a task below, open **AI Mode** from the left sidebar, and paste the prompt with your own context. ## Choose where to work | Guide collection | Where you use it | How to start | | ----------------------------------------------------------- | --------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------- | | **AI Mode how-tos** | Inside Tability, using the workspace data you can access and context you provide. | Open AI Mode and paste the how-to's prompt. No MCP setup is needed. | | [Playbooks for connected AI assistants](/docs/playbooks.md) | In Claude, ChatGPT, Grok, or another assistant connected to Tability through MCP. | Share the playbook page with your connected assistant and say “Run this playbook.” | Each how-to explains what to prepare, gives you a prompt to start with, and shows how to refine, save, or download the result. The roles are starting points—use any guide that fits your work. ## Before you start Choose the correct workspace and have the relevant plan, goal, or KPI links ready. Replace bracketed placeholders in the prompt with your context. AI Mode uses your available workspace data; add information it cannot see rather than assuming it has access to another app. Check the allowance shown beside the prompt box. Access to records and permission to save changes still apply, and KPIs require Premium. Review the linked evidence, then approve any proposed workspace changes you want saved. See [AI Mode](/docs/become-a-tability-power-user/features/ai-features/ai-mode.md) for setup and usage details. ## For execs | How-to | What you get | | ------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------ | | [Prepare and download a presentation for Keynote](/docs/become-a-tability-power-user/ai-mode-how-tos/prepare-keynote-presentation.md) | Slides with evidence and charts, downloaded as PowerPoint for Keynote or PowerPoint. | | [Build an executive dashboard](/docs/become-a-tability-power-user/ai-mode-how-tos/build-executive-dashboard.md) | A saved Custom Dashboard with the plans, goals, and KPIs leaders need. | | [Create a KPI View and leadership scorecard](/docs/become-a-tability-power-user/ai-mode-how-tos/create-kpi-scorecard.md) | A reusable target-and-actual timeline for your most useful measures. | | [Create a scheduled leadership brief](/docs/become-a-tability-power-user/ai-mode-how-tos/schedule-leadership-brief.md) | A recurring report for selected workspace members before the meeting. | ## For managers | How-to | What you get | | -------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------- | | [Create a new team OKR plan](/docs/become-a-tability-power-user/ai-mode-how-tos/create-team-okrs.md) | Measurable objectives and key results, reviewed and saved in Tability. | | [Prepare and download a chart](/docs/become-a-tability-power-user/ai-mode-how-tos/prepare-download-chart.md) | A clear visual plus source data, ready for a report or presentation. | | [Prepare a team review spreadsheet](/docs/become-a-tability-power-user/ai-mode-how-tos/export-review-spreadsheet.md) | A detailed CSV you can sort, filter, and annotate in Excel or Google Sheets. | | [Prepare a team review deck](/docs/become-a-tability-power-user/ai-mode-how-tos/prepare-team-review-deck.md) | One slide per direct report or team, with a companion evidence spreadsheet. | ## For individual contributors | How-to | What you get | | ------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------- | | [Decide what to prioritise this week](/docs/become-a-tability-power-user/ai-mode-how-tos/prioritise-your-week.md) | A realistic focus list connected to your goals and current constraints. | | [Write and post a useful check-in](/docs/become-a-tability-power-user/ai-mode-how-tos/write-useful-checkin.md) | An accurate progress update with a clear explanation and next step. | | [Turn a goal into an action plan](/docs/become-a-tability-power-user/ai-mode-how-tos/turn-goal-into-action-plan.md) | Practical initiatives under the key result they support. | | [Prepare for your 1:1](/docs/become-a-tability-power-user/ai-mode-how-tos/prepare-for-your-one-to-one.md) | A focused agenda, optional downloadable brief, and specific asks. | ## Use your results outside Tability Presentations and charts appear in the artifact panel, where the download menu offers **Image (.png)** and **Editable PowerPoint (.pptx)**. Data tables offer **CSV (.csv)** for spreadsheet work. Select the final version before downloading and check it in the app where you will use it. Downloaded files are snapshots; saved KPI Views and dashboards read from their underlying Tability records. For a useful recurring report, [create a scheduled brief](/docs/become-a-tability-power-user/ai-mode-how-tos/schedule-leadership-brief.md). For a reusable prompt you launch yourself, see [Scheduled prompts](/docs/become-a-tability-power-user/features/ai-features/scheduled-prompts.md) and choose **Manual**.