Personal exploration
Team draft: unreviewed
Formal report: definition and data review
External: authorization and masking
Action: owner and reversibility
Generated does not mean publishable
Data delays, definition errors, and causal overreach remain possible.
Define tier, channel, reviewer, and evidence before automating publication.
Approve by risk
Personal work can stay private; internal reports need business or data review; finance, customer, regulatory, and external material needs formal approval.
Execution requires separate authority.
Review numbers and narrative
Check cutoff, metrics, filters, access, and detail, then facts, hypotheses, causality, and omissions.
Retain question, query, semantic version, charts, and reviewer.
Maintain access after publication
Exports, email, and notifications copy data, so govern recipients, expiry, watermark, and forwarding.
Version corrections and notify affected readers instead of silent overwrite.
Exercise the publication chain
Test draft, rejection, edit, approval, delivery, and withdrawal with roles and audit.
AskTable.ai report, notification, and governance directions can participate; workflow, channels, withdrawal, and integration need confirmation.
Public references
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