Drive AI: A Practical Walkthrough & Best Practices

Drive AI is Drivetrain’s built-in assistant that helps you get work done faster using plain-English prompts grounded in your actual workspace data.

In this 45-minute product tour, we’ll walk through how Drive AI can be used across common workflows — from building reports and querying data to generating formulas, running analysis, navigating assets, and generating variance commentary.

We’ll also show how Drive AI extends beyond the Drivetrain UI through integrations like Slack (Drivetrain Slackbot)and the Drivetrain MCP server, unlocking new ways to interact with your data where you already work.

You’ll see Drive AI in action and come away with practical tips for using it in your day-to-day work.

‍What you’ll learn :

• Generate full reports from a plain-English description

• Create, explain, validate, and fix formulas using natural language

• Query and explore metrics and insights
  

• Explore, transform and derive new columns in datasets
  

• Generate variance commentary from tables
  

• Ask workflow and access questions in context
  

• Navigate to assets across your workspace
  

• Set up & work with Drivetrain MCP Server and Drivetrain Slackbot
  

• Apply best practices for writing effective Drive AI prompts
  

Who should attend

Who should attend?

• Finance, FP&A, and analytics teams using Drivetrain

• Users who want to be more efficient in reporting, modeling and analysis

• Anyone interested in applying Drive AI to real workflows across reports, data, and models
  

Why should you attend