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Now that you’ve connected your data, you’re ready to build your first Doc. Docs are interactive dashboards where you visualize data, track metrics, and share insights with your team.

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Create a new Doc

Click + New Doc from the home screen. Give your Doc a name that describes its purpose, like “Revenue Dashboard” or “Sales Pipeline Overview.”
Definite home screen
Your new Doc opens with a blank canvas and Fi ready to help.

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Add tiles with Fi

The fastest way to build a Doc is to ask Fi. Type a prompt like “Build a KPI dashboard” or “Show me revenue trends over the last 6 months” and Fi creates the tiles, queries, and visualizations for you.
Fi building a dashboard from a prompt

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Add tiles manually

You can also add tiles yourself. Click the + button in the Tiles panel on the left sidebar and choose a tile type:
  • SQL Query - Write a SQL query to pull data
  • Python - Use Python for more advanced analysis
  • Markdown - Add headers, descriptions, or notes
Adding a tile manually

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Arrange your layout

Click the Edit button in the top toolbar to enter edit mode, then drag and resize tiles to arrange your dashboard.
A common layout: KPIs at the top for high-level metrics, charts in the middle for trends, and tables at the bottom for detailed data.
A finished Doc with KPIs, charts, and tiles
Your Doc saves automatically as you work. Share it with your team from the ellipsis menu (…) in the top toolbar.

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Next steps

Docs in Depth

Learn about managing, sharing, and organizing your Docs

Tile Types

Explore KPI, Chart, Table, and Markdown tile options