When the assistant works out how to answer a question — which figures to pull, how to combine them, how to check them — that method can be saved and reused. A saved method is called a composition. The next time the same kind of question comes up, the assistant can apply the vetted method instead of working it out from scratch.
A composition plays one of two parts:
- a saved analysis the assistant runs step by step to investigate a question, or
- a saved report recipe that builds the same report the same way every time.
Both are the same underlying thing — a fixed sequence of trusted building blocks — so the principles below apply to either.
Only vetted methods get used. A saved method is available to the assistant only once it has been published and marked verified by someone with the authority to sign it off. A method that is still a draft, or still waiting to be checked, is never applied to a live answer. This is the same trust ladder as everywhere else in the product — nothing reaches you until a person has approved it.
Every method is built from trusted building blocks. A composition can only combine pieces the product already governs — the same checked figures, reconciliation ties, and report blocks used elsewhere. It can't invent a number or skip a check. So a saved method can never quietly produce a figure that hasn't been through the product's normal controls.
You'll see whether a method actually fits your business. Before a method runs for you, the product checks that everything it needs is available — the right ledgers, the right connected systems. If something is missing, it says so plainly and either does what it can or tells you what needs to be switched on, rather than guessing.
A method that has gone out of date is held back. If the building blocks a method depends on change, that method is marked out of date and set aside until it has been re-checked — so an answer is never built on a method that no longer matches how things work.
Your methods stay yours. A method worked out on your data is scoped to your business and is never shared into another customer's account. The method compounds in value over time; your underlying data never crosses that line.