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Overview

Source Groups are a powerful way to organize your individual data sources into logical buckets. Instead of managing dozens of independent sources, you can group related sources (e.g., “Main Marketing KPIs”, “Sales Pipeline”, “Product Health”) under a single label.

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Why Use Source Groups?

Logical Organization

Keep your workspace clean and organized by categorizing sources into relevant business areas.

Enhanced AI Analysis

Providing the AI with the group context allows it to understand how disparate data points relate to each other.

Group Summaries

Source groups can have their own summaries, helping you track high-level trends across multiple charts.

Shared Context

Assign External Context to a group once instead of to every individual source.

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Managing Source Groups

You can create and manage your Source Groups in the admin settings.
  1. Navigate to Admin → Settings.
  2. Click Manage on the Groups card.
  3. Click + New Source Group or edit an existing one.
  4. Give your group a name (e.g., “Executive Dashboard”) and an optional description.
  5. Select the individual sources you want to include in this group.

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AI Benefits

When a pulse belongs to a source that is part of a group:
  • Cross-Source Awareness: The AI “knows” what other sources are in the same group.
  • Categorization: Analysis will reflect the group’s label, providing clearer context in Slack or Email.
  • Contextual Reasoning: If Source A and Source B are both in “Marketing Spend”, the AI can correlate drops in one with rises in the other more effectively.

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External Context Integration

Assigning a document (like a strategy PDF or a Glossary) to a Source Group means that every source in that group inherits that context. This is the most efficient way to provide business logic to related datasets. Read more about External Context.