How to schedule a saved question for the team

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Ovenden Software · How to schedule a saved question for the team

Aaron Crowther asked how to refresh a saved question each morning and share it with his team. Bethan Lister gave the steps: set the time to 06:30 and tick the team group under Share.

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What happened

What this says

As at Fri 9 Oct 2026

Aaron Crowther asked how to refresh a saved question each morning and share it with his team. Bethan Lister gave the steps: set the time to 06:30 and tick the team group under Share.

Problem: Aaron Crowther could not follow the help pages on scheduling a saved question to refresh each morning and share it with the team. He said the wording was unclear.

Handling: Bethan Lister gave the steps on 14 Oct 2024, with a link sent to the team by email. She asked Aaron to say if the option was greyed out, and the ticket closed on 20 Oct 2024.

Watch: The record does not show whether the schedule and share worked. The unclear help wording is worth passing to the product team.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelemail

First response (min)193

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created · Aaron Crowther 14 Oct 2024 08:16
How do I set up a saved question so it refreshes each morning and is shared with my team? I have looked at the help pages but the wording isn't clear to me. Aaron
Public reply · Bethan Lister 14 Oct 2024 11:29
Hi Aaron, here's the quick way. Open the saved question, choose Schedule, set the time to 06:30 and tick the team group under Share. The team gets a link by email. Let me know if the option is greyed out for you. Thanks, Bethan
Status change · Bethan Lister 16 Oct 2024 11:25
Status change · 20 Oct 2024 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

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Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Viz connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

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