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Use Cases

Pluely for Analysts: Dashboards, Data Calls & Reports

You're mid-briefing, slide four, and an executive asks why churn spiked in March — a fair question you didn't prep. You're driving the deck, the room is waiting, and the answer lives in a dashboard two tabs away. Pluely is built for exactly this moment: screenshot the chart, ask, and get a streaming answer in a quiet overlay — while the whole briefing is transcribed behind you, so the decision made in the verbal back-and-forth doesn't evaporate when the call ends.

Working with data on screen

  • Chart and dashboard questions — capture any visualization with image uploads (full screen or just a region) and ask Ask mode to help you articulate what it shows in plain language for a non-technical audience.
  • Walkthroughs without re-screenshotting — flip on the "Use image" toggle and every question automatically carries the current screen, so stepping through a dashboard view by view is one question per screen, not one screenshot per question.
  • Spreadsheet sanity checks — screenshot an odd figure or a formula result and reason through whether it looks right before you present it as fact.
  • Consistent definitions — attach your metric definitions and methodology notes (PDF) to a custom prompt in Prompts, so every explanation Pluely drafts uses your team's own terminology.

During stakeholder briefings

Switch on Listen mode for review calls — it captures the room's audio locally with speaker labels, no bot joins, and it works with any meeting app. Decisions get made in the discussion around a chart, not in its caption; the transcript catches them verbatim. For recurring metric questions, Automatic responses drafts an answer each time a question lands — built from your prompt, the definitions attached to it, and the live transcript. It detects questions even without a question mark, never interrupts mid-sentence, and won't answer the same question twice.

After the call

Every briefing is saved locally as a reopenable meeting in Meetings. Generate a summary of the questions raised and how you answered them — usually more useful than the deck itself — plus action items when the briefing spawns a follow-up analysis, and key points to seed the written readout so it doesn't depend on anyone's memory of the room.

How to set it up

  1. Switch to Listen mode before a data review call, or use Ask mode standalone at your desk.
  2. Grant microphone and screen-recording permission so stakeholder audio is captured.
  3. Press Start listening as the call begins — the overlay stays discreet on screen shares, so your audience sees the dashboard, not your copilot.
  4. Screenshot any chart or table the moment you need help explaining it.
  5. Press Stop when the briefing ends; the meeting saves automatically.
  6. Generate the summary and route follow-ups into your analysis backlog.

Tips

  • Verify every number independently before it enters a final report — Pluely is a thinking aid, not a calculation engine of record.
  • Each response uses one AI request and only successful requests count against your allowance — meters are always visible in Plans & usage.
  • Choose a model strong at precise, structured language for written readouts aimed at broad audiences.
  • Tie meeting names to the report or dashboard discussed so the transcript surfaces instantly when a stakeholder circles back.

Last updated 2026-07-10 · pluely.com