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Generating Documents with Claude

With the Motley plugin installed, you generate documents by describing what you want in plain language. Claude queries your data, assembles the content, and returns the result.

Basic usage

Start a conversation and describe the document you want. Be specific about:

  • What you're analysing: which dataset, time range, or segment
  • What to include: specific metrics, charts, or sections
  • The audience or purpose: this shapes how Claude frames the content

Output

When the document is ready, Claude provides two things:

  • A Markdown version of the report: the full document content in Markdown which you can then use in any other tool
  • A link to the Motley document: open this in Motley UI to review the document and underlying queries

Example prompts

"Generate a monthly sales report for April using the orders database. Include total revenue, number of orders, top 5 products by revenue, and a week-over-week trend chart."

"Create an executive summary of Q1 performance. Focus on conversion rate and average order value, with a comparison to Q4 last year."

"Build a report on the demo data — show me what Motley can do."

Iterating in conversation

You can continue the conversation to refine the document without opening Motley:

"Add a breakdown by region to the revenue chart."

"Replace the trend chart with a bar chart grouped by product category."

"The Q4 comparison is wrong — use December 2024 as the baseline instead."

You can always rollback to any previous version using Motley checkpoint system.

Using documents as a starting point

Claude can take an existing Motley document and work from it:

"Take the April sales report and update the date range to May."

"I have a client report for Acme Corp — create the same thing for TechCorp."

Pass Claude the document link from Motley and describe what you want changed.

Working with the semantic layer

You can ask Claude to update the semantic layer with new measures and dimensions that you need. Claude can also create new definitions if it thinks it's necessary for your document.