Behavioral Usage Understanding Without LookML

Orion now understands how your Looker fields are actually used—query frequency, common filters, co-queried fields, and importance—even when you don't have a connected LookML repo or have AI descriptions disabled. This means your analysis reflects real usage patterns in more cases, and the system's understanding stays fresh after each nightly refresh.

Persona-Based Explore Intelligence

Orion now understands who uses each Looker explore and what business questions their query patterns answer. This lets the system frame analysis around the people and decisions an explore actually serves and proactively suggest the next useful question based on real usage behavior.

Improvements

• Bug fix to resolve project document search issues

Workflows 2.0

Workflows 2.0 introduces a new form factor and suite of capabilities which completely reshape how you build and manage automated analysis in Orion. Moving from opaque, single-artifact automations to a fully visible, flexible system.

Visual Workflow Builder Canvas

When you ask Orion to create or edit a workflow, a visual canvas now appears directly in the chat. See the full workflow structure as it's built, provide feedback in real time, and manage schedules, inputs, and outputs from the canvas at any time.

A button in the bottom-right corner opens any workflow back into chat so you can modify or troubleshoot it with Orion directly.

Decision Steps: LLM-Powered Branching Logic

Decision steps are the biggest new capability in Workflows 2.0. An LLM evaluates your analysis results and decides — per output — whether that step should run. For example: a workflow tracks revenue, and a decision step determines whether the movement warrants escalation.

If it does, a detailed report is generated and emailed to your team. If not, the workflow ends quietly — no report, no notification, no noise. Decisions can run before reports are generated (gating what gets produced) or after (reading a completed report before deciding whether to fire a Slack alert).

More Flexible Workflow Composition

Workflows no longer require a notebook. Build workflows that run entirely on metrics, combine multiple input types (metrics, notebooks, documents) across multiple analysis steps, and use decision gating to control which outputs run based on what the data shows.

New Output Types

• Podcast: Generate an audio overview as a workflow output. Customize the structure and tone through prompting. Podcasts must be played in the app — they are linked but not playable inline in email.
• Data Exports: Export analysis results as CSV, multi-sheet XLSX, or a ZIP bundle. Export steps support the same notification and decision gating as reports.

Composable, Multi-Channel Notifications

Notifications are now a dedicated step, giving you control over who gets what and when. Deliver any combination of reports and exports to Slack channels, emails, or user groups — configured independently per output, and conditionally gated by decision steps.

Improved Observability and Run History

The run history now shows execution times, any issues encountered, and latest results. See who last modified the workflow, review the full revision history, and trigger manual runs with real-time step-by-step progress in the canvas.

Workflow Notification Emails with Inline Previews

Workflow notification emails now include inline previews of generated artifacts, so you can see your analysis and reports directly in your inbox without opening the app.

Improvements

• Search filter pills now prioritize the most-used content types (Projects, Artifacts, Conversations) at the top for faster filtering

• Artifact results in search now display color-coded type badges (Report, Slides, Dashboard) for quicker visual scanning

• Backend stability improvements

Downloadable Charts and Faster Exports

Orion can now produce downloadable PNG charts on request—just ask "show me that as a bar chart" and the chart appears inline ready to download. Report and slide PDF exports also complete faster thanks to a dedicated rendering service handling the heavy lifting.

Email Domain-Based SSO Group Mapping

You can now use email domains to automatically map users to groups during single sign-on. When users log in with their company email, they're instantly assigned to the appropriate groups based on their domain—streamlining onboarding and eliminating manual group assignment for large teams.

Delta Lake Connector Support

You can now connect to Delta Lake as a data source alongside your existing connectors. This expands your data integration options and lets you work with Delta Lake tables in your analyses and reports.

Click-to-Comment on Artifact Elements

When previewing slide decks and dashboard deliverables in fullscreen view, you can now click directly on specific regions to refine them. Simply click the area you want to change and describe what you'd like adjusted.

Improvements

• SSO provider configuration updates

Admin Sudo and Support Access Management

Tenant admins can now use Settings → Users to "Sudo as" any user in their tenant for support and debugging purposes. A new Settings → Support Access page lets admins grant time-bounded access to Gravity support engineers when they need it—with a required note and TTL—and revoke that access at any time. This gives you full control over when external support can investigate issues on your behalf.

Edit and Update Previously Published Artifacts

Orion can now edit and update reports and dashboards that were published in prior sessions or from recurring workflows.

Direct and Via Group Access Visibility

The project share panel now shows whether each member has direct access or access through a group. Group-based members can no longer be removed from the share panel—instead a tooltip explains they need to be removed from the group itself, preventing accidental access revocation.

Improvements

• Bug Fix: MySQL data source configuration updates
• Improved PDF downloads for slide decks and markdown reports
• Knowledge base pages enabled on a project are now automatically accessible to all users who have access to that project, including users who reach the project through a group

Speech-to-Text Dictation in Chat

You can now dictate your messages using voice by clicking the microphone button next to the chat submit button. Simply click to start recording, speak your message, and click again to stop—your words are transcribed directly into the chat input. Voice dictation is supported on Chrome, Edge, and Safari.

Improvements

• Admins can now configure SSO claim-to-group mappings directly in the provider settings UI without needing to use the API.
• User group membership and role are automatically kept in sync with their identity token when logging in via SSO, eliminating the need for manual re-assignment when your organization structure changes.
• Workflows with similar names now appear independently on the project carousel and can be opened individually, even when naming conventions create collisions.

Output Analysis Results as CSV

You can now download dataframes from the analysis directly as CSV files from your chat conversations and notebooks. This makes it easy to export analysis results for use in spreadsheets, other tools, or sharing with teammates who need the raw data.

Simply ask Orion to "create a downloadable CSV of the results".

In-line Mention Autocomplete

Reference prior chat conversations, Knowledge Base pages, Workflows, Templates & Metrics directly in your chat conversations using the @-mention system. Type `@` to see the categories and continue typing (or click) to filter results and reference them in-line.

Improvements

• Rename metrics on the fly by clicking the metric name in the detail sheet
• Tables are now far more responsive and stable, even with large datasets
• Metric updates and visualization changes save more reliably

Manage Members on Duplicated Projects

When you duplicate a project, you are now automatically recorded as its owner. This means you can immediately add and remove members on the new project using the Share dialog, giving you full control over access without needing an admin to set up permissions for you.

Improvements

• The "Last refreshed" timestamp on a datasource's Refresh tab now stays consistent across page reloads and accurately reflects when the schema was last refreshed

• After a Full Resync on a Looker datasource, the "Last refreshed" timestamp updates as soon as LookML files finish syncing, providing earlier visibility into sync progress

• Datasource schema refresh no longer times out on Looker instances with large LookML installations

Group Management

You can now create and manage groups directly from the Settings page. Add members to your groups and link projects, data sources, knowledge base pages, and integrations all in one place. Group data sources and integrations are displayed grouped by type for easier scanning, and viewer-role users now correctly see all projects shared with them via group membership.

Read the documentation here.

Improvements

• Group analysts can now create knowledge base pages and control which KB pages are shared with their groups
• The Add Member modal no longer displays users that cannot be added, eliminating confusing failed requests
• Fireflies meeting transcript lists now load reliably even when your most recent meetings include in-progress or aborted recordings

Instant Schema Updates on Datasource Refresh

Refresh Data on a datasource now immediately picks up newly-added tables and schema changes on the first click. Previously, if a schema cache already existed, the refresh would skip the update and you'd need to wait for the nightly job or manually clear the cache to see new tables. Now the refresh always fetches fresh data from your source.

Improvements

• Model routing for automations and chat now uses the latest Claude models for improved performance and reliability.

Amazon Redshift Integration

You can now connect to Amazon Redshift data warehouses directly within Orion. Query, explore, and extract insights from your Redshift data using the same familiar interface you use for your other connected datasources.

Custom Artifact Names in Publishing

When publishing artifacts (Slides, Dashboards, and Reports), you can now specify custom names instead of using auto-generated defaults. This gives you full control over how your published work appears to teammates and stakeholders.

Improvements

• Object metric tile format changes (currency, percentage, number) now persist correctly when you save the metric configuration

• Workflow cards on the project board now consistently open the correct workflow, even after workflows have been deleted or republished

• In-chat workflow management now supports format changes and context updates directly from conversations

Artifact Templates for HTML Slides and Dashboards

Save your generated HTML slide decks and dashboards as reusable project templates to accelerate future work and maintain consistent design across artifacts. Reference templates directly in chat to automatically populate them with new content instead of generating from scratch, and preview or manage your templates across projects.

Live Setup Progress and Full Resync for Looker Datasources

When you connect a Looker datasource, a real-time progress card now tracks each setup stage—validation, schema sync, LookML sync, behavioral analysis, AI enrichment, and schema reconcile—so you can see exactly where your datasource is in the connection process.

For existing Looker datasources, a Full Resync button lets you re-run the entire pipeline whenever you need a fresh analysis.

LookML Augmentation for AI-Generated Field Descriptions

Connect your GitHub repository to enable AI-generated field descriptions sourced directly from your LookML semantic layer. These descriptions appear automatically in your schema, giving your team instant access to semantic context without manual documentation work.

Redesigned Schema Tab with Field Description Management

The schema tab now uses a two-panel layout that matches your project schema explorer, with explores and tables on the left and fields on the right.

Field descriptions now show which tier they come from—Source, AI, or Edited—and admins can edit descriptions inline. Overrides persist across every refresh, so your customizations stay in place.

AI Descriptions Toggle

Admins can now disable AI descriptions per-datasource with a simple on/off toggle. When you re-enable AI descriptions later, they restore instantly from cached enrichment data without requiring a full source re-fetch.

Improvements

• Looker datasources with missing system activity permissions now complete setup with an amber warning

• The full enrichment pipeline (behavioral analysis, semantic enrichment, and schema revalidation) now fires automatically after connecting a datasource

• Workflows now have batch-unsubscribe functionality for more flexible subscription management

Improved Looker Dashboard to Metric Conversion

When you share a Looker dashboard URL with Orion, it now captures and describes the dashboard's visual layout (tile titles, chart types, and visible metrics) providing richer context when creating metrics or analyzing the data.

This visual understanding helps Orion build more accurate metrics that match what you see in your dashboard.

Improvements

• Looker dashboard tiles containing client-side table calculations, like weighted-average CSAT or blended formulas, can now be captured and replicated as metrics.

Microsoft Fabric Warehouse Integration

Microsoft Fabric Warehouse can now be added as a data source, enabling analysis on data stored in Fabric's enterprise data warehouse. Connect your Fabric data and start generating insights immediately.

On-Demand Analytics Libraries

Orion notebooks can now pull in specialized analytical libraries on demand—such as yfinance for stock and ETF market data, prophet for time series forecasting, or statsmodels for statistical modeling.

Improvements

• The Refresh Data button on datasource configuration sheets now reliably updates the schema explorer instead of silently falling back to nightly syncs

Interactive Onboarding Tutorial

New users are guided through the product with an interactive tutorial on their first session, helping them understand core workflows and capabilities from day one.

You can also connect your LinkedIn profile during signup to pre-fill your bio, starting with richer context about yourself right away.

Pending Workflow Visibility

You can now see newly created workflows on your project board immediately, even before they've been run for the first time.

Pending workflows display with a clock icon and a "Run Now" button in the workflow details panel, letting you execute them manually or delete them without leaving the board.

Improvements

• New user profiles are automatically enriched with a summary of your Looker activity during sign-up, giving you a richer starting context without manual setup

Tabbed Project View with Shared and Private Content

Organize your project content more intuitively with a tabbed view that separates shared content (Metrics, Workflows, etc) from your private work. This makes it easier to manage what you're collaborating on versus what you're still exploring.

Shared vs. Private Content Controls

All metrics, workflows, and reports you create are now private by default — visible only to you in your personal "Yours" tab.

Admins and project owners can manage visibility for any content on the Shared board, while analysts can control visibility for content they've created. This gives everyone a personal workspace to explore freely without cluttering the team's shared view.

When you're ready to share something with your team, promote it to the Shared board with a single click.

Orion's Proactive Content on the Shared Board

Content that Orion generates autonomously is now automatically added to the Shared board so your whole team benefits immediately.

These items are clearly labeled with a "Suggested" badge so you always know what Orion created versus what a teammate published. You can hide or remove any suggested content you don't need.

Confidence-Based Analysis with Assumption Clarification

Orion now thinks more effectively by scaling its reasoning effort to match the complexity of each question. When Orion cannot confirm a data definition or filter value, it asks you before running analysis rather than proceeding on a guess.

Improvements

• Improved visibility controls for metrics and content based on ownership

• Dashboard URL imports now work with Looker's newer alphanumeric dashboard IDs, fixing "Could not extract dashboard ID" errors

• Project boards now load faster and support pagination, so projects with many published reports, dashboards, and slides display content more efficiently

• Wiki page edits from chat now work more reliably, resolving a bug that caused occasional errors when updating pages

Memory-Backed Adaptive Communication Style

Orion now learns your communication preferences and adapts its style automatically across all conversations. At the start of each conversation, the system reads your preferences from memory and adjusts how it communicates with you.

When you signal a preference for a different style, Orion updates its understanding automatically—no configuration or manual setup required. The system continuously improves as it learns your preferences over time.

Improvements

• Pending Knowledge Base page review states now display correctly in sidebar navigation

Project Ownership with Transfer and Access Control

Projects now have a designated owner who controls membership and sharing. As a project owner, you can transfer ownership to another user directly from project settings or the share modal, and only you (or admins) can invite or remove team members.

The home page now clearly separates your own projects from those shared with you, making it easy to see what you own versus what others have shared.

Knowledge Base Page Locking and Creator-Owned Reviews

Knowledge Base page creators can now lock their pages to require review before changes go live. When you lock a page, edits from other team members are submitted as change requests that you can approve or reject directly from the editor—the same powerful review workflow previously available only to admins. You'll also receive email notifications when changes are submitted and a daily digest of pending reviews.

Improvements

• File uploads in chat now work reliably for large, multi-file uploads

• Multi-sheet Excel files now extract all parseable sheets correctly for notebook analysis

• Dark mode text visibility improved in datasource configuration dialogs

• Various production stability and performance improvements

Chat Within Published Artifacts

You can now access the chat directly within published dashboards, reports, and slide decks to ask questions about the content and start new analyses. Text selection within artifacts can be quickly added to chat messages, letting you provide context and get answers faster without leaving the artifact view.

Subscribe Team Members to Workflow Notifications

Invite other project members to receive notifications when specific workflows complete. You can now manage subscriptions for your teammates directly, ensuring the right people stay informed about results that matter to them.

Knowledge Base Pages Influence Workflow Results

Knowledge Base pages used in the original analysis are now be referenced and used to influence scheduled workflows. This provides richer context, definitions, and guidelines that shape how your recurring workflow analyses execute and what results they produce.

Improvements

• Copy button now appears for formatted assistant responses containing tables or headers, keeping the interface clean for plain text

• Slack integration now provides better formatting and improved understanding of the Slack surface being used

Wiki Knowledge Base Approval Workflow

Team members can now submit edits to Knowledge Base pages through a structured approval process, track the status of their submissions from a dedicated panel, and receive email notifications when changes are reviewed.

Admins get a full review dashboard with side-by-side diffs, risk indicators, bulk actions, and change history—making it easy to manage knowledge base updates at scale. Orion automatically assesses the significance of the changes using a set of risk criteria, auto-approving minor formatting fixes while flagging significant rewrites for careful review.

Datasource Schema Management

You can now browse and manage your connected datasource schemas directly within Orion. The schema page displays tables, columns, relationships, and fields for SQL, Looker, and Power BI datasources, complete with an interactive ER diagram for SQL sources. You can enable or disable individual entities from the AI context, giving you precise control over which data the system can access during analysis.

Improvements

• Looker datasources now display with much greater clarity in Metrics, and Metrics properly appear in notebooks
• Admins can now grant viewers access to data analysis in chat on a per-project basis through Project Settings

Customizable Metric Card Layout

You can now drag to rearrange your pinned metric cards and resize them to fit your preferred layout. Organize your project exactly how you want it, giving prominence to the metrics that matter most to your main project views.

Improvements

• No additional improvements in this release.

Improvements

• Iterating on slide decks and dashboards is now faster and more reliable with improved editing capabilities
• Performance improvements made to Knowledge Base for high-volume folder and page structures