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Welcome to the new DatumOS documentation!

Artifacts

Artifacts are AI-generated outputs like documents, charts, and reports that you can create, edit, and export directly from your conversations with DatumOS.

What are Artifacts?

Artifacts are structured outputs generated by the AI in response to your requests. Unlike chat messages, artifacts are:

  • Editable - Modify and refine the generated content
  • Exportable - Download in multiple formats
  • Shareable - Send to team members or stakeholders
  • Reusable - Reference in future conversations
  • Versioned - Track changes over time

Artifact Types

Documents

  • Project reports
  • Meeting summaries
  • Technical specifications
  • Proposal drafts
  • Documentation

Visualizations

  • Charts and graphs
  • Data tables
  • Diagrams
  • Cost breakdowns
  • Schedule visualizations

Artifacts are automatically saved to your account and linked to the conversation where they were created.

Quick Toggle

Enable proactive document generation by clicking the notebook icon in the chat toolbar. When enabled, the AI creates formatted documents, code files, and diagrams automatically when helpful.

Creating Artifacts

From Chat

Simply ask the AI to create something:

Documents:

Create a project status report for the Civic Center project Draft a response to RFI #0234 Generate a meeting summary from our discussion Write technical specifications for the HVAC system

Visualizations:

Create a bar chart showing costs by trade Generate a table of all open RFIs Make a pie chart of project completion by phase Visualize the project timeline

Artifact Generation Process

  1. Request - Ask for an artifact in your message
  2. Generation - AI creates the content (typically under 10 seconds)
  3. Preview - Artifact appears in the chat interface
  4. Refinement - Request changes or edits
  5. Export - Download in your preferred format
Be specific

Instead of “create a report,” try “create a 2-page project status report covering progress, issues, and next steps.”

Working with Documents

Document Formats

Markdown (default)

  • Rich text formatting
  • Headings, lists, tables
  • Best for reports and documentation
  • Easy to edit and format

Plain Text

  • Simple, unformatted text
  • Universal compatibility
  • Best for drafts and notes

Formatted Report

  • Professional styling
  • Ready for presentation
  • Includes cover page and formatting

Document Generation Examples

Project Status Report:

Create a project status report for the Oakland Office Building including: - Current phase and completion percentage - Key milestones achieved this month - Open RFIs and submittals - Budget status - Upcoming tasks Target length: 2-3 pages

Meeting Summary:

Summarize our conversation into meeting notes with: - Attendees and date - Key discussion points - Decisions made - Action items with owners - Next steps Format as a professional memo

Technical Specification:

Draft technical specifications for the building's fire protection system based on the documents we discussed. Include: - System requirements - Performance criteria - Materials and equipment - Testing and commissioning Use CSI MasterFormat Section 21 00 00 style

Editing Documents

Request Changes:

Make the executive summary more concise Add a section on risk mitigation Remove the technical details Rewrite in a more formal tone

Incremental Improvements:

Expand the cost analysis section Add more detail about the schedule delays Include references to the project documents

Each edit creates a new version. Previous versions are preserved so you can revert if needed.

Working with Visualizations

Visualization Formats

SVG (Scalable Vector Graphics)

  • Crisp at any size
  • Editable in design software
  • Best for presentations

PNG (Raster Image)

  • Universal compatibility
  • Fixed resolution
  • Best for quick sharing

Chart Types

DatumOS can generate various chart types:

Bar Charts

  • Compare quantities across categories
  • Example: “Cost by trade”

Line Charts

  • Show trends over time
  • Example: “Project completion rate”

Pie Charts

  • Display proportions
  • Example: “Budget allocation by phase”

Scatter Plots

  • Correlate two variables
  • Example: “Cost vs. timeline by project”

Tables

  • Structured data display
  • Example: “RFI tracking table”

Visualization Examples

Cost Breakdown Chart:

Create a bar chart showing total costs broken down by: - Structural - Mechanical - Electrical - Plumbing - Finishes Use data from our cost tracking spreadsheet. Include percentages and total cost labels.

Project Timeline Visualization:

Generate a timeline showing: - Project phases (Design, Permits, Construction, Closeout) - Start and end dates - Completion percentage for each phase - Highlight any phases behind schedule Make it suitable for a stakeholder presentation.

RFI Tracking Table:

Create a table of all open RFIs with columns: - RFI Number - Subject - Date Submitted - Days Open - Status - Assigned To Sort by days open, descending.

Customizing Visualizations

Colors and Styling:

Use the company brand colors (blue #0066CC, gray #666666) Make it colorblind-friendly Use a professional, minimal style

Dimensions:

Make it landscape orientation for slides Size it for an 8.5x11 inch page Create a version optimized for mobile

Data Adjustments:

Remove the 'Other' category Combine categories with under 5% into 'Other' Show only the top 10 items

Sharing and Exporting

Export Options

Each artifact can be exported in multiple formats:

Documents:

  • Markdown (.md)
  • Plain Text (.txt)
  • PDF (.pdf)
  • HTML (.html)
  • Microsoft Word (.docx) - coming soon

Visualizations:

  • SVG (.svg)
  • PNG (.png)
  • PDF (.pdf)
  • High-resolution PNG (for printing)

Exporting Artifacts

  1. Open the artifact in the viewer
  2. Click Export in the toolbar
  3. Select format from the dropdown
  4. Choose quality (for images: low, medium, high)
  5. Download to your device
Tip

For presentations: Export visualizations as SVG for crisp, scalable graphics. For printing: Use high-resolution PNG or PDF. For web: Use standard PNG or HTML.

Sharing with Team Members

Share Link (coming soon):

  1. Click Share on the artifact
  2. Choose permissions (view only or edit)
  3. Copy the shareable link
  4. Send to team members

Share to Workspace:

  1. Click Share to Workspace
  2. Select destination folder
  3. Add description (optional)
  4. Artifact is available to team

Embedding Artifacts

Embed artifacts in other tools:

Notion:

  1. Export as Markdown
  2. Copy content
  3. Paste into Notion page

Google Docs:

  1. Export as PDF or DOCX
  2. Upload to Google Drive
  3. Open in Google Docs

Confluence:

  1. Export as HTML
  2. Use Confluence HTML macro
  3. Paste exported content

Artifact Management

Viewing Your Artifacts

Access all your artifacts:

  1. Click Artifacts in the sidebar (or use Cmd/Ctrl + Shift + A)
  2. Browse by date, type, or project
  3. Search by title or content
  4. Click to open and view

Organizing Artifacts

Filters:

  • Type (document, visualization)
  • Format (markdown, SVG, PNG)
  • Date created
  • Project
  • Conversation

Search:

  • Full-text search of artifact content
  • Filter by title
  • Search by metadata

Collections (coming soon):

  • Create collections of related artifacts
  • Organize by project phase
  • Share collections with team

Artifact Metadata

Each artifact includes:

  • Title - Name of the artifact
  • Description - Purpose and context
  • Type - Document or visualization
  • Format - Markdown, SVG, PNG, etc.
  • Created - Timestamp
  • Updated - Last modified
  • Size - File size or word count
  • Source - Originating conversation
  • Model - AI model used to generate

Advanced Features

Artifact Templates (coming soon)

Create reusable templates:

Report Templates:

  • Weekly status report
  • Monthly executive summary
  • Project closeout report
  • Lessons learned document

Visualization Templates:

  • Standard cost breakdown
  • Schedule status
  • RFI tracking dashboard
  • Budget vs. actual comparison

Batch Generation

Generate multiple artifacts at once:

Create three artifacts: 1. Executive summary (1 page) 2. Detailed status report (3 pages) 3. Cost breakdown chart All based on the Civic Center project data

The AI will generate all three artifacts sequentially.

Artifact Versioning

Automatic versioning:

  • Each edit creates a new version
  • Previous versions are preserved
  • Compare versions side-by-side
  • Revert to any previous version

Version history:

  1. Open artifact
  2. Click Version History
  3. Browse previous versions
  4. Click to view or restore

Collaborative Editing (coming soon)

Work on artifacts with your team:

  • Real-time collaborative editing
  • See who’s viewing and editing
  • Comment and suggest changes
  • Track contributions

Best Practices

Creating Effective Artifacts

Be Specific:

❌ "Create a report" ✅ "Create a 2-page project status report with sections for progress, issues, budget, and next steps"

Provide Context:

❌ Make a cost chart ✅ Create a bar chart comparing budgeted vs. actual costs by trade, using data from the cost tracking spreadsheet we discussed earlier

Specify Format:

❌ Generate a document ✅ Generate a formal business memo in markdown format with professional tone suitable for senior management

Iterate and Refine:

1. Create a project summary 2. Make it more concise 3. Add a risks section 4. Format as a table of contents with expandable sections

Document Writing Tips

Structure:

  • Start with clear title and purpose
  • Use headings and sections
  • Include executive summary for longer docs
  • End with action items or next steps

Content:

  • Lead with key findings
  • Support with data and examples
  • Use bullet points for readability
  • Keep paragraphs short

Tone:

  • Match audience (technical vs. executive)
  • Be clear and concise
  • Avoid jargon unless necessary
  • Use active voice

Visualization Tips

Data Selection:

  • Focus on key metrics
  • Remove unnecessary detail
  • Aggregate small categories
  • Highlight important trends

Design:

  • Use consistent colors
  • Label clearly
  • Include legends
  • Add context (dates, units)

Accessibility:

  • Use colorblind-safe palettes
  • Ensure sufficient contrast
  • Provide text alternatives
  • Make it readable at small sizes

Supported Formats

Input Data Sources

Artifacts can use data from:

  • Previous chat messages
  • Uploaded files (CSV, XLSX, JSON)
  • Search results
  • Connected data sources (ACC, SharePoint, Drive)
  • Database queries

Output Formats

Documents:

  • Markdown (.md) - default
  • Plain Text (.txt)
  • HTML (.html)
  • PDF (.pdf)
  • Microsoft Word (.docx) - coming soon

Visualizations:

  • SVG (.svg) - default for charts
  • PNG (.png) - standard raster
  • High-res PNG (.png) - for printing
  • PDF (.pdf) - for documents

Data:

  • JSON (.json) - structured data
  • CSV (.csv) - tabular data
  • Excel (.xlsx) - spreadsheets - coming soon

Need a format not listed? Request it and we’ll consider adding it.

Performance and Limits

Generation Speed

  • Documents: under 10 seconds for typical reports
  • Visualizations: under 5 seconds for charts
  • Large documents: May take 15-30 seconds

Size Limits

  • Documents: Up to 50,000 words
  • Visualizations: Up to 10MB file size
  • Tables: Up to 10,000 rows
  • Storage: 1GB total per user (Pro plan)

Usage Limits

  • Free plan: 10 artifacts per month
  • Pro plan: 100 artifacts per month
  • Enterprise: Unlimited

Troubleshooting

Generation fails

Symptoms: Artifact generation times out or errors

Solutions:

  1. Simplify the request
  2. Break into smaller artifacts
  3. Ensure data sources are accessible
  4. Try with a more capable model (Sonnet 4.5)
  5. Check status page 

Poor quality output

Symptoms: Artifact doesn’t meet expectations

Solutions:

  1. Be more specific in your request
  2. Provide examples of what you want
  3. Iterate with refinement requests
  4. Try a different AI model
  5. Provide more context and data

Export issues

Symptoms: Can’t download or export artifact

Solutions:

  1. Try a different format
  2. Check file size limits
  3. Ensure popup blocker isn’t blocking download
  4. Clear browser cache
  5. Try a different browser

Formatting problems

Symptoms: Exported artifact doesn’t look right

Solutions:

  1. Try a different export format
  2. Check document structure
  3. Request formatting adjustments before export
  4. Use PDF for consistent appearance
  5. Edit in external tool after export

API Access

Generate artifacts programmatically:

POST /api/artifacts { "type": "document", "format": "markdown", "prompt": "Create project status report", "options": { "model": "claude-sonnet-4-5-20250929", "targetWordCount": 1000 } }

See Artifacts API Documentation for details.

Next Steps

For more help with artifacts, see the Artifacts FAQ or contact support.