🪟 Create and Manage Your Views by Asking Tooli

What's new

Most planners have a report they have used for years, usually in a spreadsheet, that no system ever quite matched. You can now describe that report to

Tooli

, your AI assistant and have it built as a saved Toolio view.

You can even upload the spreadsheet itself and ask for a view that looks like it.

What you can do

Describe the report you want
– Say which metrics you need, what belongs on rows and columns, the time grain and the filters, and get a new Merchandise Plan or Allocation Plan view saved and ready to open.
Upload the file you use today
– Attach your Excel report to the conversation and ask for a view like it. Tooli reads the layout, maps the columns to metrics, and tells you anything it couldn't match.
Refine it until it's right
– Keep going in the same conversation. Move a metric, change the grouping, switch the time grain, adjust the filters and dates until the view matches what you're used to seeing.
Add or remove a metric
– Everything else stays as it was, including your column widths, pinned columns and the columns you had hidden.
Show and hide columns
– Tidy up a busy grid by hiding what you don't need, or bring hidden columns back, without changing what the view is built from.
Clean up views you no longer need
– Your assistant confirms with you first, Toolio's built-in views are protected, and a view a dashboard depends on won't be removed.

Why it helps

Bring the report your team already trusts into Toolio, instead of rebuilding it by hand or working around a layout that isn't yours.
Get there in a conversation rather than through metric and grouping pickers, and adjust it as your thinking changes.
Your shared setups stay safe: read-only views can't be changed, your existing view permissions still apply.