🏔️ Summit 2026 Feature
Use Slate AI to sort, filter, reshape, and summarize query results after a query runs.
🏗️ Provisional document
This feature is pending release, and this document may change over time. Check What’s New for the latest releases.
Slate AI Dynamic Queries let users ask Slate AI to work with query results without rebuilding the underlying query. Use natural-language prompts to sort results, filter the current cohort, adjust columns, create pivot-style summaries, or prepare the current view for download or batch management.
Use Slate AI with query results
Go to Queries / Reports.
Open and run a query.
Open Slate AI from the query results page.
Ask Slate AI to sort, filter, summarize, pivot, or adjust the displayed results.
Review the updated view.
Use download or batch management actions from the current AI-defined cohort when appropriate.
Continue prompting Slate AI to refine the view without changing the saved query definition.
You might ask Slate AI about query results to:
Filter a query to applicants missing materials and then downloads the current cohort for outreach.
Group students by advisor and risk level after running a broad retention query.
Create a pivot-style summary of donors by campaign and giving level.