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How to add an AI-generated results summary in Google Sheets and Excel

Supermetrics for Google Sheets and Supermetrics for Excel include the option to add a results summary to your queries. The results summaries are supported for all data source connectors except for the JSON/CSV and Database connectors.



For most queries, the results summary option uses GPT 4 (OpenAI) to summarize the results of your data. If your query exceeds the model's content size limit, the option switches to using GPT 3.5.


The results summary gives you a quick and easy way to understand the key takeaways from your marketing data. By default, we ask the Al model to be a marketing analyst and summarize the results from that perspective. The summary option summarizes the data that you choose to include in your query. 


Instructions

Google Sheets

  1. Select a query to add the summary for, and click the 3-dot menu. 
  2. Select View query insights, and check the Add results summary by AI checkbox. To use a custom prompt instead, type your custom prompt into the Custom prompt field. The summary will be automatically generated and added to the top of your spreadsheet.
  3. Update the query.

Excel

  1. Select a query to modify or start creating a new one.
  2. Under Options, check the Add results summary by AI checkbox. If you want to use a custom prompt instead of the default prompt, navigate to Options in the Supermetrics sidebar and type AI_SUMMARIZE_PROMPT_"This is the prompt" into the Advanced settings box.
  3. Update the query.


Limitations and data use

Users with a subscription for Supermetrics for Google Sheets or Supermetrics for Excel or users with a Supermetrics trial can run 15 results summary queries per month. Users with a Supermetrics Business package can run 500 results summary queries per month.


The ChatGPT API is used to pass the data. The data is retained for 30 days, and the data is not used in any form to train the OpenAI data models. Learn more about the ChatGPT API and data use from OpenAI.

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