
Give Aura the whole job
1
Name the source
Identify the app account, document, folder, URL or attached file. Include a date range when it matters.
2
Define the transformation
Say what to summarize, compare, calculate, extract or change. Include the fields and exclusions you care about.
3
Specify the output
Ask for a Word document, PDF, Excel spreadsheet, CSV, native app document or a reply in chat. Name the destination folder and intended audience.
4
Set action boundaries
Say “read only,” “draft only — do not send,” or exactly which live changes you want. Tools can change real accounts.
Read the attached sales spreadsheet. Calculate monthly revenue and the five largest customers, create an Excel report with a summary sheet, and save it in the Finance folder in my Google Drive. Do not email or share it.
Documents, spreadsheets and code execution
For larger analysis, calculations, bulk transformations or complex file creation, Aura can use a code-execution workbench. This is a task working environment, not an additional connection to your accounts. Ask for the real output file and check its contents rather than treating code or a filename as a completed deliverable.

Attach once or reuse across a project
Use chat attachments for a task-specific source. Use a Project knowledge base for material that should guide several conversations. Knowledge Base preserves original file formats; producing a different output format does not replace your original upload.Follow progress and check completion
Read the tool steps in the conversation. A task may need several app actions before the requested result exists. Open the returned attachment or app link and check:- The content is present, not an empty document or an unexecuted draft.
- The calculations, date range and source match your request.
- The correct account and destination folder were used.
- Any send, share or edit actually happened only where you asked for it.
Follow-up, history and recurring work
Continue in the same conversation when refining a result: name the file or app record you want changed. Work Mode conversations appear in Work Mode chats; reopen the appropriate thread instead of mixing unrelated tasks. Start a fresh conversation or separate Project for a different goal. For hands-free requests, use voice with Iris. For a schedule or event-driven job, use Aura Agents on Pro or Elite; the chat request alone is not a recurring schedule.How do I avoid an accidental send?
How do I avoid an accidental send?
Explicitly say “draft only — do not send or post.” Name the recipient only as draft context until you want the live action.
Can I ask for several apps in one request?
Can I ask for several apps in one request?
Yes. Describe the complete chain and the destination. Steps that need earlier results run after them; independent steps may run together.
Do I need Browser Tool to summarize a link?
Do I need Browser Tool to summarize a link?
No. Reading a public URL is different from logging in, clicking or filling a form. Enable Browser Tool only for interactive website work.
Where should a finished file go?
Where should a finished file go?
Name the app account and folder in your request. If you only need a download, ask for an attachment in chat.
