Export tables and save guides
Doily is opening soon. These articles describe how the product works at launch.
Quick answer
Ask Doily can turn a list into a clean table you export as CSV or XLSX, and it can save a useful answer as a guide in your knowledge library. Exports follow your report branding, so a white label workspace never shows Doily. Exports need the export permission.
Before you start
- A role with the export permission
- An answer or list worth keeping
Steps
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Ask for a table
Ask for the data as a table. For example: List my top 20 keywords by position as a table.
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Choose CSV or XLSX
Export the table as a CSV for other tools or as an XLSX for spreadsheets.
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Check the branding
The export uses your report branding. A white label workspace gets exports that never mention Doily.
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Save a strong answer as a guide
When an answer is worth reusing, ask Ask Doily to save it as a guide. The guide is stored in your knowledge library.
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Reuse the guide
Saved guides become part of the client's knowledge, so you and your team can find them again. Ask Doily can draw on them in later answers.
Tips
- Ask for the columns you need, such as keyword, position, and change, so the table is ready to share without editing.
- Use a clear title for each guide. It makes search results in your library easier to scan.
- Check the numbers in an export against the cited source before you send it to a client.
Troubleshooting
Why can I not export?
Exports need the export permission. Ask a workspace admin to turn on that capability for your role.
Do exports cost extra credits?
The Ask Doily message that creates the table costs 1 credit. The file itself is not a separate charge.
Can I export data from a client I cannot access?
No. Ask Doily works inside the client and permissions your role has, so an export contains only data you are allowed to see.
Who can see a saved guide?
Guides saved from an answer belong to the client they came from, and your role determines who can open them.
Still stuck? Email [email protected] and a person will help.
