Deliverables: decks, reports, and graphics from your data

Specialists can now build deliverables: a slide deck, a weekly report, a one-pager with real numbers, or a graphic for social. The specialist lays out the pages and writes small data sources that read your connected accounts, such as Google Sheets or QuickBooks. It opens on the web and in the mobile app and is shared like anything else in your workspace.

How it works

• Fetched once, shown to everyone. A refresh runs every data source once, as the deliverable's owner, so opening one is instant and the people you share it with need nothing connected. Refreshing takes run access.
• Kept current on its own. Each deliverable says how old its data may get, an hour by default. Opening one older than that fetches again in the background, and Refresh fetches now. A refresh uses credits for its sandbox time, like a workflow run.
• One failing account doesn't blank the page. A failing source keeps its last value while the rest update.
• Read like a PDF. Pages fit your screen, with thumbnails beside them when there are several, and paging, zoom, and Refresh in one floating bar.
• Export it as the file you need. Export PDF prints each page at its own size. A graphic also exports as a sharp PNG, a deck of slides as editable PowerPoint, and a report as editable Word. Charts arrive as editable native charts.

Also shipped

• Bar, line, area, pie, donut, and sparkline charts, and figure tiles that show the change since the last period.
• A deliverable's card shows its first page as of the latest refresh.
• Deliverables show up in search, and you can @-mention one in a conversation to point the specialist at it.