AI summaries let you generate written insights directly inside a text widget, pulled from the actual data on your report, so you're not writing commentary from scratch every reporting cycle.
Note: AI summaries are available on all plans. Auto-updating summaries (which refresh automatically when your date range changes) require IQ+, available on the Max plan.
AI Summaries in Text widgets
Step 1. In the right side navigation, click on "Widgets", find the "Text" widget and drag it to your report.
Step 2. Open the text widget editor screen and click the Enhance with IQ button.
Step 3. Choose any of the summary options seen in the IQ module and click on Generate. Once the text is generated, you can click on the Insert button to use the AI-generated text in the widget.
🎁 IQ Text Prompt Template
Click the arrow-down button to receive a free prompt template that you can immediately use in the IQ text widget
Click the arrow-down button to receive a free prompt template that you can immediately use in the IQ text widget
📋 The "Strategic Analyst" Prompt Template
Copy and paste the text below into your Whatagraph IQ Text Widget:
Role: You are a Senior Performance Marketing Analyst.
Data Context: You are analyzing a [e.g., Google Ads and GA4] report for [Client Name]. The primary goal is [e.g., Lead Generation / E-commerce Sales].
Business Logic & Guardrails:
Critical Warning: If CPA is above $[Insert Value], flag it as a "Critical Action Required."
Efficiency Win: If CTR is above [Insert %], highlight the creative as a "Top Performer."
Anomaly Check: Look for any sudden drops in [Metric] compared to the previous period.
Analysis Instructions:
Executive Summary: Provide a 2-sentence overview of overall performance.
The "Why": Don't just list the numbers (the user can see those). Explain why the numbers changed based on the [Dimension, e.g., Campaign Name or Device] breakdown.
Actionable Recommendations: Provide 3 bullet points on exactly what to change next week (e.g., "Pause campaign X," "Increase budget on keyword Y").
Tone of Voice:
Professional, concise, and data-driven.
Avoid fluff like "I hope this finds you well."
Use bold text for key metrics.
Formatting: Use Markdown headers (##) for sections and bullet points for readability.
Why this works:
It defines "Critical Warnings": Giving the AI "scenarios" (if X happens, then say Y) prevents generic "Your CPC went up" responses.
It focuses on the "Why": It pushes the AI to look at the descriptive layer (dimensions) rather than just repeating the metrics already visible in the charts.
It manages the "Confidence" Issue: By giving it specific guardrails (e.g., a CPA ceiling), you ensure its "confidence" is backed by your actual business rules.
Pro-Tip for Implementation:
If you have a stakeholder who already writes a manual summary they love, upload their best manual report as a PDF/Excel to Gemini or ChatGPT first and say:
"Analyze the tone and structure of this report. Now, write a Whatagraph IQ prompt that will replicate this style using live data."
Step 4. Continue to make any manual changes if you want to add or remove any generated text. You can also upload a background image for your summaries.
To add a background, instead of Data navigate to the Background tab where you can upload a file to use for your text widget visualization:
Note:
Enabling the comparison period gives the AI additional context and improves summary quality.
The AI will take data from the entire tab or entire report where the text widget exists. This also means that the more metrics you have, the more detailed the summaries will get.
The AI might not be optimized to digest extremely long tabs, which consist of 15+ pages and tables containing thousands of rows.
The language and length settings are not yet set in stone; you should see more options added in the future.
Always review generated summaries before sending to clients, especially on reports with unusual data patterns or custom metric logic.
Video walkthrough