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Managing the Workbench

Updated over a month ago

The Workbench is where data meets action in Tinkery. Think of it as your AI-powered cockpit — a smart, chat-based space where you can explore, analyze, transform, and visualize your data using plain English (or any other language, in fact).

If you’ve used tools like ChatGPT, you’ll feel right at home.

What is the Workbench?

The Workbench is a conversational interface that sits at the heart of your Project. It connects directly to your imported datasets and enables you to:

✅ Ask questions about your data

✅ Perform calculations or summaries

✅ Filter and modify tables

✅ Generate graphs and charts

✅ Simulate “what-if” business scenarios

⚠️ _Note: The Workbench only works with data that has been imported into your active Project. It won’t respond to general questions or content outside that scope._

How It Works

Step 1: Select a Project

Each Workbench session is tied to a specific Project. Pick the relevant one using the dropdown at the top.

If you are not sure how to select a Project or how to create one, visit the article Creating and Managing Projects.

Step 2: Start Asking Questions

Use natural language to interact with your data. Example prompts:

> “Show me the top 10 customers by revenue.”

> “Which leads converted in Q1 but not in Q2?”

> “Calculate the average contract value by region.”

> “Create a bar chart showing pipeline size by month.”

The AI will respond with tables, calculations, or graphs — all shown directly in the center panel.

What You Can Do in the Workbench

Explore Your Data

Ask for previews, summaries, or column stats.

> “Preview the user_activity table.”

> “How many rows are missing email addresses?”

Perform Calculations

Tinkery supports math, aggregation, comparisons, and more.

> “What is the total revenue for Q2?”

> “Add a column that shows profit = revenue - cost.”

Filter or Modify

Update values or clean data using simple instructions.

> “Set all empty age fields to the average age.”

> “Rename ‘Company ABC’ to ‘ABC Corp’.”

Create Graphs

Generate custom visualizations and export them to dashboards.

> “Create a line chart of weekly signups over the last 6 months.”

> “Draw a pie chart showing deal stages distribution.”

Simulate Scenarios

Use the LLM to explore future possibilities.

> “What would happen to revenue if conversion rates increased by 15%?”

> “Simulate a 10% drop in churn and show projected MRR.”

Exporting Results

Tables and graphs generated in the Workbench can be:

  • Copied into documents

  • Downloaded as CSV

  • Added to Dashboards for ongoing tracking

Just use the icons in the top-right corner of any result card.

Limitations to Keep in Mind

  • The Workbench doesn’t access external data (like the web or emails). It only works with the datasets you’ve connected and imported into your Project.

  • If your prompt is too vague, you may get incomplete or generic results — try to be specific about the fields or metrics you’re working with.

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