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Discoveries don’t have to start on the Discovery page. From any chat you can spin up a new one, watch it fill in inline, and, once it’s done, keep asking follow-up questions with the Discovery attached as context.
Libra mascot excited
Discovery citations resolve at three levels: column, row, or cell, so “why is row 3’s job title Innovation Manager?” lands on that cell.

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Create a Discovery from chat

Either pick Tools → Create new → Discovery explicitly, or just describe what you want and Libra figures out which tool to use.
1

Pick + Tools → Create new → Discovery (or describe what you want)

A Discovery badge pins under the chat composer, confirming what’s about to be created.Chat composer with Discovery badge pinned and multiple documents attached
2

Attach the documents and describe the columns

Drop in the documents you want to extract from. Type a prompt that names the fields, like “Extract employee name, job title, and home office location for each contract”. Libra builds a Discovery with those columns and runs it across the attached documents.
3

Send

Libra creates the Discovery, runs the extraction, and shows the result inline as a preview card. Each row corresponds to one document; columns appear as Libra extracts them.Discovery preview card in chat with extracted rows and cell-level citations
4

Open in Discovery to refine

Click Show in Discovery to open the full Discovery view. Add or remove columns; the Discovery re-runs immediately for any new column.Full-screen Discovery view with columns and extracted rows
Discoveries created from chat land in the same project as the chat. They’re saveable as templates from the full-screen view; the second time you build something similar, save it for next time.

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Reference a finished Discovery in chat

Once a Discovery exists, attach it to any chat as context and ask follow-up questions. Libra answers with citations to specific columns, rows, or cells.
Type @ anywhere in the chat input. The picker opens grouped by type. Pick the Discovery. The Discovery is now part of the chat’s context, and Libra can cite it in answers.
Click + Tools above the chat input and choose Add context. Pick the Discovery from the picker. Same effect.
When you attach a project as context (rather than a single Discovery), every Discovery in that project becomes referenceable. Useful when you want Libra to consider all the Discoveries on a matter.

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How citations work

When Libra references a Discovery in its answer, citations point at specific parts of the table.
Cite levelLooks likeWhen
ColumnNotice PeriodWhen the answer is about the whole column.
RowRow 3, Arsenal FC Q4 Signing AgreementsWhen the answer is about one specific document.
CellRow 3, Job Title, “Innovation Manager”When the answer is about one specific extracted value.
Citations are clickable; they open the cell in the Discovery sidebar (or jump back to the source document if that’s what’s clicked).

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Reference flow in practice

1

Open a chat in the right project

Discoveries are project-scoped. The chat needs to be in the same project (or you can attach the project itself).
2

Type @ and pick the Discovery

The picker shows recent items grouped by type. Discoveries appear with the Discovery icon.Context picker open with a Discovery highlighted
3

Ask your question

Anything from filter to aggregation to a free-form summary.
4

Read the answer with cell-level citations

Inline citations link to specific cells in the Discovery. Open the Cited Sources panel and the Discovery card expands to a mini table preview with the cited cell highlighted, so you can verify the cell context without opening the full Discovery view.Chat answer with cell-level citations expanding into a mini Discovery preview

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Common chat-on-Discovery prompts

“Which rows have a notice period longer than 90 days?”Libra returns a filtered subset, with citations to the specific cells.
“Rank the contracts by contract value, descending. Show the top 10.”
“What’s the average notice period across all rows?” / “How many contracts have a non-compete clause?”
“How does the indemnification scope differ between rows 3, 5, and 7?”
“Draft an email summarising the highest-value contracts for the partner. Include counterparties and contract values.”
“Translate the high-value rows’ counterparty names and contract values into German.”

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Discoveries vs. Reviews as context

Both Discoveries and Reviews can be attached. They cite differently:
DiscoveryReview
Citation levelColumn, Row, CellTopic
Best for follow-up”Which rows have X?” / “What’s the average Y?""Why did Topic 3 come back high risk?”
Best for summarySpreadsheet-shaped summary or chart.Redline email or partner briefing.
You can attach both at once, for example, a portfolio Discovery and a Review of one of the Discovery’s documents. Libra will cite into both.

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Tips for getting useful answers

Discoveries need documents to work on. Without attachments, Libra can’t extract anything; it’ll fall back to a regular chat answer.
“Summarise this Discovery” gets generic. “Summarise the high-value contracts in row 1, 4, and 7, emphasising non-compete duration” gets something usable.
“And cite the relevant cells” on any prompt gets you a verifiable answer.
Attach the Discovery and a Review and the underlying documents. Libra can cite into all of them; “explain why Topic 3 in the Review is medium risk and which Discovery rows are most affected” is a perfectly usable prompt.
If you find yourself asking “now extract the notice period for each contract” in a chat, run a column update on the Discovery instead. Discoveries are deterministic; chat reasoning isn’t.

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Next steps

Create a Discovery (full walkthrough)

The full Discovery editor flow when chat isn’t the right starting point.

Citations & sources

How citations work across web sources, documents, Discoveries, and Reviews.