[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"productUpdate-en::workflow-scheduled-pdf-report-delivery:en":3,"productUpdatesNearDate-en:timestamp-2026-11-11T08:00:00+09:00:en":19},{"id":4,"title":5,"slug":6,"description":7,"body":8,"tags":9,"coverUrl":13,"coverMediaUrl":14,"ogImageUrl":14,"createdAt":15,"updatedAt":15,"datePublished":16,"locale":17,"updateType":18},"34B3asBBHlR6Ep8Nm3R3xg","Workflows Can Now Deliver Reports as PDFs","workflow-scheduled-pdf-report-delivery","The Screenshot step in workflows can now output PDFs in addition to PNG images, so detailed tables are easier to read. Timestamps in captures now follow the Run Report step's timezone.","\u003Cp>The Screenshot step in workflows can now output report pages as PDFs, in addition to PNG images. Detailed tables and figures are easier to read, and the delivered PDF is ready to use as meeting material or to print.\u003C\u002Fp>\u003Cp>Timestamps in captures are now also displayed in the \u003Cb>Timezone\u003C\u002Fb> set in the Run Report step. Previously they were displayed in UTC, so you had to convert them yourself to read them in your local time.\u003C\u002Fp>\u003Ch2>Key features\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>\u003Cb>PDF in addition to PNG\u003C\u002Fb>: Choose \u003Cb>PNG\u003C\u002Fb> or \u003Cb>PDF\u003C\u002Fb> under \u003Cb>Type\u003C\u002Fb> in the Screenshot step's \u003Cb>Format\u003C\u002Fb>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Paper size and orientation\u003C\u002Fb>: For PDFs, choose a \u003Cb>Paper size\u003C\u002Fb> (A4 or A3) and an \u003Cb>Orientation\u003C\u002Fb> (\u003Cb>Landscape\u003C\u002Fb> or \u003Cb>Portrait\u003C\u002Fb>). The default is A4 landscape\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Deliver PDFs by email or Slack\u003C\u002Fb>: Specify the Screenshot output in an Email step's \u003Cb>Attachment\u003C\u002Fb> or a Slack step's \u003Cb>File\u003C\u002Fb> to deliver the PDF the same way you deliver images today\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Timestamps in your timezone\u003C\u002Fb>: Timestamps in captures are displayed in the Run Report step's \u003Cb>Timezone\u003C\u002Fb>, which defaults to your browser's timezone\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Example use cases\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>Deliver the weekly sales report as an A4 landscape PDF and hand it out as-is for the management meeting\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Receive reports with detailed tables as PDFs and zoom in to check every figure\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Post last month's performance report as a PDF to Slack, ready to print or to use in documents for external partners\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>If your report shows when the data was last updated, make sure that time appears in your local timezone in the delivered PDF\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Related documentation\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Ffeatures\u002Fworkflow\u002Fsteps\" target=\"_blank\" rel=\"noopener noreferrer\">Workflow steps\u003C\u002Fa>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Ffeatures\u002Fworkflow\u002Foverview\" target=\"_blank\" rel=\"noopener noreferrer\">Workflows\u003C\u002Fa>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Availability\u003C\u002Fh2>\u003Cp>Workflows are an \u003Cb>optional feature\u003C\u002Fb> and might not be available depending on your contract. Workflows and the Run Report and Screenshot steps are in beta.\u003C\u002Fp>\u003Cp>The timezone change affects only timestamps in captures. Values such as dates (DATE) are displayed as before. Existing workflows will also display timestamps in the timezone saved in their Run Report step.\u003C\u002Fp>",[10],{"id":11,"name":12},"improvement","Improvements","","https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002F6B6EEMcn7aMmFVn216uLcR\u002F40d2f29b6047e8e9f1f96feb7cb5ca11\u002Fproduct-update-workflow-scheduled-pdf-report-delivery.png","2026-11-10T23:00:12.129Z","2026-11-11T08:00:00+09:00","en","standard_release",[20,31],{"id":21,"title":22,"slug":23,"description":24,"body":25,"tags":26,"coverUrl":13,"coverMediaUrl":28,"ogImageUrl":28,"createdAt":29,"updatedAt":29,"datePublished":30,"locale":17,"updateType":18},"535fqN67INPPLuyuL4h5e9","Attach PDF and Excel Files to Codatum Agent Chats","codatum-agent-pdf-excel-attachments","You can now attach PDF and Excel (.xlsx) files to Codatum Agent chats and ask it to summarize them or compare them with your data.","\u003Cp>You can now attach PDF and Excel (.xlsx) files to your chats with Codatum Agent. Share documents or spreadsheets you have on hand and ask Codatum Agent to summarize them, answer questions about them, or compare them with figures in your data warehouse.\u003C\u002Fp>\u003Cp>Attach files as before: choose \u003Cb>Attach files\u003C\u002Fb> under \u003Cb>Add\u003C\u002Fb> (\u003Ccode class=\"hljs\">+\u003C\u002Fcode>) in the chat input, or drag and drop files onto the input.\u003C\u002Fp>\u003Ch2>Key features\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>\u003Cb>Read text in PDFs\u003C\u002Fb>: Codatum Agent reads the text on each page, including text added as annotations and values entered in form fields\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Read every sheet in Excel files\u003C\u002Fb>: Codatum Agent reads cell values on all sheets. For cells with formulas, it reads the calculated values\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Attach alongside existing formats\u003C\u002Fb>: PDF and Excel join images, CSV, TSV, TXT, Markdown, and JSON. You can attach up to 10 files to a single message\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Example use cases\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>Attach a PDF from a business partner, have Codatum Agent summarize the key points, and then aggregate the related figures from your data warehouse\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Attach the Excel file you use to manage budgets or targets and have Codatum Agent compare it with actuals in your data warehouse to find gaps\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Attach a PDF describing your metric definitions and aggregation rules, and have Codatum Agent write SQL that follows them\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Related documentation\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Ffeatures\u002Fai-agent\u002Foverview#attach-files\" target=\"_blank\" rel=\"noopener noreferrer\">Attaching files\u003C\u002Fa>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Freference\u002Flimits#fixed-limits\" target=\"_blank\" rel=\"noopener noreferrer\">Limits\u003C\u002Fa>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Availability\u003C\u002Fh2>\u003Cp>Attached files are read-only; Codatum Agent does not edit them. Each file can be up to 10 MB. PDFs can have up to 500 pages, and Excel files can be up to 50 MB when uncompressed.\u003C\u002Fp>\u003Cp>Codatum Agent cannot read figures or images in PDFs, text in scanned pages, or formatting, charts, or images in Excel files. Password-protected PDFs, PDFs with no readable text, and legacy Excel files (.xls) cannot be attached.\u003C\u002Fp>\u003Cp>Attached content may be sent to the LLM service configured in your AI profile.\u003C\u002Fp>",[27],{"id":11,"name":12},"https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002F1aqqOp3rms3vgBlZoFsTkK\u002Fe8f726d543d17d8b8b8f351b8bbae54f\u002Fproduct-update-agent-pdf-excel-attachments.png","2026-11-08T23:00:19.950Z","2026-11-09T08:00:00+09:00",{"id":32,"title":33,"slug":34,"description":35,"body":36,"tags":37,"coverUrl":13,"coverMediaUrl":41,"ogImageUrl":41,"createdAt":42,"updatedAt":43,"datePublished":44,"locale":17,"updateType":18},"3X8q0I6oursr0m8FOlxIJ3","Approval Modes and Change History for Routines","routine-approval-modes-and-change-history","Choose an approval mode for each routine to control writes and deletions in scheduled runs, and see who changed a routine and when in its change history.","\u003Cp>You can now choose an approval mode for each routine. Decide per routine how far scheduled runs may go with writes to external services and deletions, so you can hand work over to routines with confidence. We have also added a change history that shows who changed a routine's settings and when.\u003C\u002Fp>\u003Cp>A routine run doesn't wait for confirmation. Operations that would need confirmation in a chat are skipped, and Codatum Agent continues the run without them.\u003C\u002Fp>\u003Ch2>Key features\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>\u003Cb>Approval mode for each routine\u003C\u002Fb>: In the routine editor, choose \u003Cb>Manual\u003C\u002Fb>, \u003Cb>Auto\u003C\u002Fb>, or \u003Cb>Allow all\u003C\u002Fb> under \u003Cb>Approval mode\u003C\u002Fb>. With \u003Cb>Auto\u003C\u002Fb>, writes to external services and deletions run only if they are in \u003Cb>Allowed without asking\u003C\u002Fb>, and other operations run without restriction\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Allow skipped operations next time\u003C\u002Fb>: Operations skipped in a run are listed under \u003Cb>Not allowed\u003C\u002Fb> in the run history. Click \u003Cb>Allow next time\u003C\u002Fb> to add an operation to \u003Cb>Allowed without asking\u003C\u002Fb> so it runs from the next run\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Track changes with change history\u003C\u002Fb>: The \u003Cb>Change history\u003C\u002Fb> tab lists when, by whom, and how (such as \u003Cb>Edited in the editor\u003C\u002Fb>, \u003Cb>From a conversation\u003C\u002Fb>, or \u003Cb>Allowed from a run\u003C\u002Fb>) the name, instructions, schedule, AI profile, approval settings, and other settings were changed\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Compare with the previous save\u003C\u002Fb>: Select a row in the change history to see which items changed since the previous save\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Example use cases\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>For a routine that writes to external services through agent connectors, add only the operations it needs to \u003Cb>Allowed without asking\u003C\u002Fb> and skip all other writes\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Run a new routine in \u003Cb>Auto\u003C\u002Fb>, review the operations it skipped in the run history, and allow only the ones you need\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>When the results of a routine shared by several people change, check the change history for recent edits to its instructions or schedule\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Related documentation\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Ffeatures\u002Fai-agent\u002Froutines#approval\" target=\"_blank\" rel=\"noopener noreferrer\">Routine approval\u003C\u002Fa>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Ffeatures\u002Fai-agent\u002Froutines#results\" target=\"_blank\" rel=\"noopener noreferrer\">Reviewing results\u003C\u002Fa>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Ffeatures\u002Fai-agent\u002Froutines#change-history\" target=\"_blank\" rel=\"noopener noreferrer\">Change history\u003C\u002Fa>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Availability\u003C\u002Fh2>\u003Cp>Routines are an optional feature and may not be available depending on your contract.\u003C\u002Fp>\u003Cp>New routines use \u003Cb>Auto\u003C\u002Fb> (routines created in a chat use that session's approval mode unless you specify one). Existing routines stay on \u003Cb>Allow all\u003C\u002Fb>. Routines don't use the chat's approval mode or \u003Cb>Allowed without asking\u003C\u002Fb>; each routine uses its own settings. Changes take effect from the next run. Only the routine's owners can use \u003Cb>Allow next time\u003C\u002Fb>.\u003C\u002Fp>\u003Cp>Anyone who can view a routine can see its change history. Pausing, resuming, and sharing are not recorded, and you cannot restore a previous version.\u003C\u002Fp>",[38],{"id":39,"name":40},"new_feature","New Feature","https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002F6hvylFUMDLTlaJptVI6kPt\u002F782e58d1bc8859345bd52d3c8c8574fb\u002Fproduct-update-routine-approval-modes-and-change-history.png","2026-11-06T06:41:41.730Z","2026-11-06T07:00:16.172Z","2026-11-06T16:00+09:00"]