TextMine Help Center

Reports and exports turn TextMine analysis into shareable outputs. They can be generated from Vault, Workbench, Workflows, Playbooks, Records, and API-backed processes. Use reports when a user needs a narrative, table, review memo, exception list, or evidence-backed summary. Use exports when the output should move into another system, spreadsheet, archive, or workflow step.

Where reports come from

Source	Common report type	Notes
Vault / Ask Vault	Document summaries, comparison reports, extracted-field reports, table summaries	Best when the report is grounded in selected Vault documents.
Workbench	Exploratory research outputs, multi-file analysis, generated tables, documents, charts, and follow-up files	Best for supervised, iterative work.
Workflows	Scheduled reports, approval packets, exception reports, template-based reports, BI exports, integration submissions	Best for repeatable processes and audit history.
Playbooks	Clause review outputs, policy checklists, negotiation guidance, comparison artifacts	Best for reusable review rules.
Records	Entity summaries, missing-field reports, graph or relationship summaries, candidate review reports	Best for structured business data.
Public API / MCP	Programmatic report generation, status polling, and workflow-backed file outputs	Best for developer and agent workflows.

Report types

TextMine can support several output shapes depending on the originating surface and configuration:

Free-form narrative reports.
Structured tables and CSV-style outputs.
Word or document-style review artifacts.
Spreadsheet or template-filled outputs.
Exception registers.
Approval packets.
Evidence-backed summaries with source documents and passages.
Export files for external systems.
Tableau and Power BI export artifacts.

Workflow report blocks

Workflows can generate reports as part of a repeatable process.

Block	Use it for
`send_report_template`	A standard report template exists and should be reused with the current workflow document context.
`send_report_custom`	The report should be generated from a prompt or custom instruction grounded in workflow scope.
`fill_template`	A spreadsheet, CSV, text, Word, or form template should be filled from workflow values.
`api_request`	A REST call should return text, extracted JSON values, or a downloadable file for later steps.
`tableau_export` / `power_bi_export`	BI content should be exported as a workflow artifact.
`send_email`	The generated report or export should be delivered to recipients.
`submit_to_integration`	The output should be sent to an external system such as SharePoint or ServiceNow where enabled.

Exports and external systems

Exports can be used to move TextMine outputs into downstream systems. Depending on configuration, this may include:

Downloading generated files from Workbench or report outputs.
Sending workflow outputs by email.
Submitting workflow outputs to SharePoint.
Attaching workflow artifacts to ServiceNow records or updating ServiceNow fields.
Publishing validated documents from Vault to Legislate.
Exporting Records data for review or external sync.
Using Public API V3 to retrieve generated outputs or poll asynchronous jobs.

Use API and developer docs when an agent or developer needs exact endpoints, operation IDs, schemas, or MCP setup.

Evidence and audit guidance

High-quality reports should include enough context for a reviewer to trust and reproduce the result:

Source document names and IDs.
Vault, folder, workflow, report, or record IDs where available.
Extracted tags, tables, entities, or record fields used.
Source passages, table references, image regions, or page numbers where available.
Processing status and validation state.
Reviewer or approver decisions when applicable.

Agents should avoid presenting generated reports as validated evidence unless the report includes source references or a human has reviewed the output.

When to automate a report

Automate a report with Workflows when it should run repeatedly, on a schedule, after import, after processing, or after approval. Keep the report in Workbench when the user is still exploring the question and changing the shape of the output. Good automation candidates include:

Weekly renewal or expiry reports.
Procurement intake summaries.
Legal playbook review packets.
Risk exception registers.
SEC filing monitor summaries.
Records candidate review reports.
Table extraction QA reports.

Agent guidance

Before generating or exporting a report, agents should confirm:

Which documents, records, workflow run, or provider import are in scope.
Whether the output is exploratory or final.
Whether a template should be used.
Whether the report should include source evidence.
Who should receive the output.
Whether the output should be saved, emailed, exported, submitted to an integration, or published to Legislate.

Start here

Use Workbench

Manage documents and data

Automate work

Connect TextMine

Admin and updates

Reports and exports

Where reports come from

Report types

Workflow report blocks

Exports and external systems

Evidence and audit guidance

When to automate a report

Agent guidance

​Where reports come from

​Report types

​Workflow report blocks

​Exports and external systems

​Evidence and audit guidance

​When to automate a report

​Agent guidance

Where reports come from

Report types

Workflow report blocks

Exports and external systems

Evidence and audit guidance

When to automate a report

Agent guidance