Projects
One workspace for every AI deliverable
Group decks, dashboards, models, and docs in Projects so every stakeholder can ask follow-up questions, trigger refreshes, and see the latest answers in one place.
Projects tie it all together
Centralize every deck, dashboard, and model
Keep prompt history, approvals, and live metrics aligned with the deliverables they power.
Generate consulting frameworks, strategic plans, and ai presentations in the same workspace that stores supporting data.
House AutoML pipelines and dashboards next to the stories they inform so refreshes automatically update every answer.
Share projects with teams or clients, granting viewer, commenter, or editor roles down to the asset level.
Automated follow-through
Launch actions directly from your project
Trigger deck refreshes, AutoML retraining, or Slack alerts without leaving the workspace. Projects keep decisions, assets, and automations in lockstep with your ai operations.
What Projects keep in sync
Shared Asset Library
Store presentations, dashboards, models, transcripts, and datasets side-by-side for every engagement.
Role-Based Collaboration
Assign edit, comment, or view permissions per asset, client portal, or internal workspace.
Automation Hooks
Trigger refreshes, notifications, and downstream workflows using prompt shortcuts or schedules.
Governance Built In
Capture approvals, version history, and lineage in an audit-ready timeline.
Platform workflows
Link every deliverable
Projects connect your strategic assets so updates ripple across the suite automatically.
Project Prompt Library
Prompts and follow-ups for orchestrated work
Prompt: Spin up a project workspace for a new consulting client.
Follow-up: Import discovery notes, map deliverables, and assign comment-only access for executives.
Prompt: Schedule weekly dashboard and presentation refreshes.
Follow-up: Notify the account team in Slack when new metrics land or anomalies appear.
Prompt: Prepare a security review workspace.
Follow-up: Restrict assets to read-only mode and track approvals for compliance.
Prompt: Generate an executive recap for the engagement.
Follow-up: Summarize progress since the last meeting and highlight upcoming risks.
Prompt: Create a handoff package for operations.
Follow-up: Export action items to Jira and attach the latest dashboards and decks.
Prompt: Archive a completed project.
Follow-up: Lock permissions, keep assets searchable, and set a reminder to revisit in six months.
Give every engagement a single source of truth
Link presentations, dashboards, models, and automations in a collaborative ML Clever project so teams and clients stay aligned on the latest insights.
Includes granular permissions, audit trails, shared commenting, and refreshable assets.
Frequently Asked Questions
Have questions? We have answers. If you can‘t find what you‘re looking for, feel free to contact us.
Store briefs, research, datasets, models, dashboards, and deliverables in a single project so lineage and refreshes stay synchronized.
What files, datasets, and prompts belong together inside one workspace?
Cross-links keep presentations, memos, and dashboards tied to the same source data and approval history.
Assign viewer, commenter, editor, or admin roles per asset or folder, then publish curated portals for external stakeholders.
Can I give clients read-only access while my team edits behind the scenes?
Client portals expose approved deliverables while drafts and internal notes remain private.
The project timeline logs prompts, asset edits, refresh events, and approvals with timestamps and authorship.
Is there an audit trail for prompts, edits, and approvals?
Export audit trails whenever you need compliance documentation or engagement retrospectives.
Use project actions to schedule refreshes, send notifications, launch AutoML jobs, or push digests to collaboration tools.
Can I trigger presentation refreshes, Slack alerts, or AutoML runs directly from the project?
Automations preserve context so every trigger references the relevant asset and version.
Set cadence-based reminders and ask for a "since last meeting" summary to compile key changes across assets.
Can the AI assemble a status brief before each stakeholder touchpoint?
The AI compiles highlights, risks, and next steps so hosts can brief stakeholders quickly.
Native integrations and webhooks push action items, context, and attachments to task systems or knowledge bases.
Can I sync tasks, tickets, or notes into tools like Jira, Asana, or Notion?
Links back to the project maintain traceability when teams jump between tools.
Linked dashboards refresh in place, and connected slides or memos pull the latest numbers when you open them.
Does the presentation slide with that dashboard also update?
Use the refresh button before meetings to guarantee every deliverable matches the newest analytics.
Archive projects to freeze permissions and editing while maintaining search, lineage, and export options.
Can I lock finished engagements while keeping them searchable?
Re-activate archived workspaces anytime a client returns or a similar engagement begins.