Orion is an AI-powered analyst that uses your data to answer questions. Like a new analyst, it requires context and direction — but unlike a typical analyst, it rapidly stores feedback and lets you iterate quickly. Analyses run directly in chat, in real time, and results appear right in your conversation.
Quick Start
- Create or select a Project — Click “New Project” or select an existing one. When creating a new project, you’ll be prompted to select a data source.
- Open Chat and ask your question — Type your question in the Chat interface. Orion gets to work immediately, querying your data and returning results inline.
- Review and refine — Ask follow-up questions, request edits, or adjust formatting. When you’re happy with the result, save it as a notebook to reuse later.
How Analysis Works
When you ask Orion to analyze something, it writes and runs code, queries your connected data sources, and returns results inline in your chat — no waiting.
You can ask natural language questions like:
- “What were our top 10 customers by revenue last quarter?”
- “Show me a breakdown of churn by product line over the last 90 days”
- “Compare this month’s signups to the same period last year”
Be specific and provide context. Clear questions and explicit guidance help
Orion understand your needs. The more context you provide upfront, the better
your results.
What is a Notebook?
A notebook is the saved version of an analysis. When you save an analysis, Orion captures the full workflow — the instructions, logic, and code — so you can re-run it at any time to get fresh results.
Notebooks are especially powerful when combined with relative (evergreen) date ranges. Because the analysis uses instructions like “last 30 days” rather than hardcoded dates, re-running a notebook always reflects the most current data.
What You Can Do After an Analysis
Once an analysis runs, you have several options:
- Save as a notebook — Save the workflow to re-run whenever you need updated results
- Schedule it — Set the notebook to run automatically on a daily, weekly, or custom schedule
- Share or publish — Share the results with teammates or publish as an interactive dashboard
- Pin metrics — Pin key numbers from the analysis as metric tiles for at-a-glance tracking
- Get a report — Generate a formatted report from the analysis output
- Get slides — Turn the analysis into a presentation-ready slide deck
- Ask follow-up questions — Continue the conversation to dig deeper, refine results, or kick off a new related analysis
How Orion Improves Over Time
Orion becomes a better analyst through three mechanisms:
- Memory — Learns your preferences, project specifics, and data requirements
- Feedback Loops — Each refinement helps Orion understand your expectations
- Project Instructions — Persistent context that deepens with each analysis
Start early with context. Set up Project Instructions and use Memory from the
beginning. The more context you provide upfront, the faster Orion adapts.
Next Steps
