Use a Text block to add commentary to your dashboard (either manual notes or AI-generated insights that auto-update from your charts and date range).
Step 1: Add a Text Block
Click + Add section → Text.
Choose Manual text (static notes) or AI Copilot text (dynamic insights).
Step 2: Manual Text (Static Notes)
Select Write text on your own.
Type your commentary, notes, or action items.
Click Save.
Best for permanent notes that don’t change with filters.
Step 3: AI Copilot Text (Dynamic Insights)
Select Ask AI Copilot.
Enter or pick a suggested prompt, such as: “Summarize week-over-week changes in ROAS and Orders by channel.”
Preview the AI-generated text on the right.
Example prompts you can use:
“Summarize week-over-week changes in ROAS and Orders by channel.”
“Write a 5-bullet executive summary of Meta Ads performance vs previous month.”
“Highlight top 3 and bottom 3 campaigns by CAC in the last 30 days.”
“Explain the impact of the Black Friday promotion on sales and conversion rate.”
Step 4: Save & Auto-Update
Click Save prompt.
The block is added with an AI prompt badge and updates automatically when the dashboard is reloaded / refreshed.
Step 5: Convert to Static (Optional)
From the block menu → Convert to editable text block.
After converting, you can freely edit the content, but it will no longer update dynamically.