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Reviewing Documents in Motley

When Claude finishes generating a document, open it in Motley to see exactly how it was built: which queries ran, what data they returned, and where each number came from. From there you can audit the queries and edit individual blocks.

Opening a document

Claude provides a direct link when a document is ready. You can also browse all generated documents on the Documents page.

The document editor

The editor shows the document as a series of blocks. There are four block types:

  • Text block: narrative, titles, or manually written text
  • Chart block: a visualisation built from a data query
  • Table block: tabular data returned by a query
  • AI block: a section where Claude generates content inline, based on a prompt and the surrounding data

Auditing queries

For chart and table blocks, the query config appears at the bottom of the block. You can inspect and tweak the model, measures, dimensions, and filters from there.

If a number looks wrong, common things to check:

  • Wrong time range: the date filter may not match what you intended. Check the filter values in the query.
  • Wrong measure: the agent may have used a similar-sounding measure rather than the one you wanted. Confirm the measure name in the query.
  • Missing filter: if data from another segment is showing up unexpectedly, a dimension filter may be absent.
  • Unexpected aggregation: verify that the aggregation type in the model definition matches what you expected (sum vs. count vs. average).

If you find a problem, you can fix it directly in the block editor or go back to an AI agent with a more specific prompt.

Editing blocks manually

Any block can be edited directly in the Motley UI:

  • Text blocks: click to edit. The editor supports rich text, variables ({variable_name} syntax), and Markdown.
  • Chart and table blocks: change the query, switch chart type and series config.
  • AI blocks: edit the prompt that drives the generated content.

Sharing a document

Documents are visible to all members of your Motley workspace. Copy the URL from your browser and share it directly.