Reference

How-tos

Short recipes for the things people ask for most.

Review an Overview finding

Check the card's data date, then use its main button (Get the plan, Prepare) to take it to Winston, or View products to see what is included. Read any drafted message before sending. Ask for the evidence and next step; specify that no action should be taken if you only want analysis. Full guide.

Get findings by email

Open any Overview card's ⋯ menu and choose Your checks. Switch Email on for the checks you want, choose whether serious ones come straight away, and pick the daily summary hour. Read the line at the bottom: it states what will actually be sent. Monitoring settings.

Snooze or dismiss a card

Snooze for a day hides it until the next check after that. Dismiss hides it for good, for you only, and teaches Winston nothing. Show me fewer like this is the item that changes what you are shown in future. All three offer Undo. The card menu.

Fix a failing scheduled task

Switch on Scheduled task failures under Your checks. When the card appears, use Fix it to read each run's error, then Ask Winston to send the history to chat. On Scheduled Tasks, check the saved schedule, timezone and destination, and any Next value against the intended schedule. A saved task is not proof of a successful run or delivery. Scheduled-task failures.

Run a starter prompt

Open Learn Winston, read What to expect, and choose an available prompt; Show all prompts opens the full catalog. Confirm any requested inputs. Review the resulting scope and limitations; starters may use defaults or ask questions. A starter is an example of supported work, not proof that it will run in your workspace. The descriptions are in the Prompt library.

Ask your own question

Name the task, stores, period, timezone and output. For example:

Compare net sales and gross profit dollars for Downtown over the last two completed weeks. Explain the largest changes. Table only; do not publish or send.

More on scoping a request: Asking Winston.

Approve or revise an item

Open Work Audits → Pending. Read the proposed action and preview. Use Edit in Chat for a revision, or approve only the action you intend. Check the destination afterwards. Approval guide.

Save a reusable method

Start from a result you have checked. Open Overview → Your skills → + New skill and describe the inputs, rules, output and limits. Confirm the saved skill in Your skills or Settings → Skills and test it. Skills guide.

Schedule supported work

State the cadence, timezone, scope and delivery. Verify the saved task in Scheduled Tasks. External delivery can run without a new approval each time. Automation.

Transfer ownership

As the owner, open Settings → Members. Edit a member and choose Owner, or Invite User as Owner. Enter the code Winston emails you. You become an Admin; an invited owner takes over when they accept. Account and access.

Ask for the format and intended audience. "Prepare a spreadsheet for review" is different from "email it to the vendor." Inspect the draft, destination and sharing settings, then verify the resulting file or delivery. Use Library to find saved outputs.