> AI agents: this is one page from Mammoth Analytics documentation. The index of all pages as Markdown is https://mammoth.io/docs/llms.txt. Append `.md` to any docs URL, or send `Accept: text/markdown`, to get Markdown. # Mammoth FAQ: quick answers to common how-to questions > Quick answers to common Mammoth questions: uploading data, pipelines, automations, sharing dashboards, the AI Agent, access and restoring deleted items. Here are short answers to the most common "how do I" questions about Mammoth, grouped by area. Each answer gives the short click path and links to the full guide. For a problem rather than a question, start at [Troubleshooting](https://mammoth.io/docs/learn/help/). ## Getting data in ### How do I upload a file? Click **New dataset**, choose **Upload**, drop your file or click **Upload file**, and click **Submit**. See [Upload files](https://mammoth.io/docs/learn/get-data-in/upload-files/). The limit is 50 MB per upload request on every plan, and a folder counts as one request. See [Limits and quotas](https://mammoth.io/docs/learn/help/limits/#file-upload-and-data-import-limits). ### How do I paste data from a spreadsheet? Click **New dataset**, choose **Paste from Clipboard**, then choose **Click to paste data** or press Ctrl+V. Name the dataset and click **Create new dataset**. See [Paste data](https://mammoth.io/docs/learn/get-data-in/paste-data/). ### How do I import a file from a URL? Click **New dataset**, choose **From URL**, paste the link into **Enter file URL**, and click **Read file**. Check the preview, then click **Create new dataset**. See [Import from a URL](https://mammoth.io/docs/learn/get-data-in/import-from-a-url/). ### How do I send data to Mammoth from another system? Use a webhook. Click **New dataset**, choose **Webhook**, enter a name, pick how often arriving rows are added under **Add new rows**, and click **Create new dataset**. The dataset's **Webhook** card then shows the URL and secret to send to. See [Receive data by webhook](https://mammoth.io/docs/learn/get-data-in/webhooks/). ### How do I add new data to an existing dataset? Click the dataset's row in the Data Library to open its panel, and click **Add data**. You can also choose **Add data** from the row's **⋯** menu. Datasets fed by a connection offer **Retrieve** instead, and datasets that follow a file link offer **Get the latest**. See [Add or replace data](https://mammoth.io/docs/learn/get-data-in/add-or-replace-data/). ### How do I try Mammoth without my own data? Choose **Sample Files** when you create a dataset. See [Create data with AI or a sample file](https://mammoth.io/docs/learn/get-data-in/sample-and-ai-data/). ### How do I generate test data with AI? Click **New dataset** and choose **Generate with AI**. Describe the data, set the row count to **User defined** (1 to 500 rows) or **Let AI decide**, click **Generate**, then click **Create new dataset**. See [Create data with AI or a sample file](https://mammoth.io/docs/learn/get-data-in/sample-and-ai-data/). ### How do I connect a database or business app? Click **New dataset**, choose **Connectors**, and pick your source in the launcher. The same flow works for every connector. See [Connect a database or app](https://mammoth.io/docs/learn/get-data-in/connect-a-source/), and [Allow Mammoth through your firewall](https://mammoth.io/docs/learn/get-data-in/network-requirements/) for databases. ## Transforming data ### How do I switch to Draft mode? Open the **More Pipeline options (...)** menu at the top of the Pipeline panel and turn on Draft mode. Your changes then queue as pending updates until you click **Apply now**. See [How the pipeline works](https://mammoth.io/docs/learn/clean-and-shape/how-the-pipeline-works/#apply-several-tasks-at-once-with-draft-mode). ### How do I remove duplicate rows? Use the **Remove Duplicate Rows** task and, in **Evaluate duplicates from**, choose **All columns**, **All columns, except**, or **Only specific columns**. See [Remove duplicates and check data](https://mammoth.io/docs/learn/clean-and-shape/duplicates-and-checks/). ### How do I join two views? Use the Join task. Click **Select a view to join with**, pick the dataset and then the View, define the key columns, choose the columns to bring in, and set the join type. See [Join two datasets on a shared column](https://mammoth.io/docs/learn/clean-and-shape/join/). ### How do I use AI to transform a column? Open a View, click the blue **+** button (**Add a task**) in the action bar, and choose **Generative AI** in the **AI Powered** category. You don't need your own AI key: without one, Mammoth provides the key. See [Use AI on your columns](https://mammoth.io/docs/learn/clean-and-shape/ai-on-columns/). ### How do I fix a pipeline task that failed? Click **Fix error** on the failed task card. The task's panel reopens with the problem highlighted. See [Fix a failing step](https://mammoth.io/docs/learn/clean-and-shape/fix-a-failing-step/). ### How do I stop bad data from moving down the pipeline? Add a Data Check. Open the Transform menu, choose the **Controls** category, select **Data Check**, set up the check, and click **Apply**. See [Remove duplicates and check data](https://mammoth.io/docs/learn/clean-and-shape/duplicates-and-checks/). ### How do I reuse a value across many filters? Create a Parameter. Click **New Parameter** in the Data Library's Parameters list, then reference it in your pipeline conditions. Project Admins and Project Editors can create one. See [Parameters and snippets](https://mammoth.io/docs/learn/organise/parameters-and-snippets/). ## Exploring data ### How do I get AI observations about my data? Click **View Insights** on the right side of the View's action bar. See [View insights](https://mammoth.io/docs/learn/explore/view-insights/). ### How do I check the quality of my data? Click **View Data Quality** in the footer of a View to generate a Data Quality Report. See [Data quality report](https://mammoth.io/docs/learn/explore/data-quality/). ### How do I build a KPI from a column? Use the Metrics panel. See [Metrics](https://mammoth.io/docs/learn/explore/metrics/). ## Automating ### How do I create an automation? In the Data Library, open the **Automations** tab, click **New automation**, and pick one of the five types. See [Create an automation](https://mammoth.io/docs/learn/automate/create/). ### How do I refresh a dataset on a schedule? Create a **Dataset Refresh** automation, pick the datasets, and choose **On schedule** in the **Set Schedule** step. Only datasets connected to an API or database, or that follow the link they came from, can be refreshed. See [Refresh a dataset](https://mammoth.io/docs/learn/automate/refresh-a-dataset/). ### How do I email a view to my team on a schedule? Create a **Messaging** automation, fill in the recipients, subject and attached Views, and set the schedule. Click **Send test email** on the **Review & save** step before saving. See [Send messages](https://mammoth.io/docs/learn/automate/messages/). ### How do I run an export at a fixed time every day? Create a **Scheduled Export** automation. It runs the export steps already on your Views at the times you set, whether or not the data changed. See [Export on a schedule](https://mammoth.io/docs/learn/automate/scheduled-export/). ### How do I merge incoming files into one dataset? Create a **Data Consolidation** automation with a source folder and a destination dataset. See [Combine incoming data](https://mammoth.io/docs/learn/automate/consolidate/). ### How do I run an automation now? Open the automation and click **Run now** in the detail panel header. The automation must be **Active**. See [Manage automations](https://mammoth.io/docs/learn/automate/manage/). ### How do I pause an automation? Turn off **Status** in the detail panel, or turn off **Automation Status** in the row's **⋯** menu. The automation shows **Suspended**. Turn it back on to resume. See [Manage automations](https://mammoth.io/docs/learn/automate/manage/). ### How often can I schedule a refresh? New schedules repeat every so many days, weeks, months or years, so you can't create an hourly schedule. Your plan also sets the shortest interval: Free can't schedule runs, Starter schedules weekly or less often, and Team and Pro daily or less often. See [Schedules and triggers](https://mammoth.io/docs/learn/automate/schedules-and-triggers/) and [Limits and quotas](https://mammoth.io/docs/learn/help/limits/#shortest-schedule-interval-by-plan). ## Exporting and sharing ### How do I download a view? Click the download icon in the View toolbar to open **Save a copy**. Keep **Download file** selected, choose a format, and click the download button, for example **Download CSV**. See [Download data](https://mammoth.io/docs/learn/share-and-export/download/). ### How do I send a view to a destination after every pipeline run? Click **Export** in the View toolbar and choose a destination. The export becomes a task pinned to the end of your pipeline. See [Send to destinations](https://mammoth.io/docs/learn/share-and-export/send-to-destinations/). ### How do I get a URL that always serves my latest data? Click **Export**, select **Live link**, and click **Apply**. Use **Copy** on the task in the Pipeline panel to get the URL. Each View can have one Live Link. See [Live links](https://mammoth.io/docs/learn/share-and-export/live-links/). ### How do I create a dashboard? Click **Dashboards** in the left sidebar and click **Create**. Pick where to start, choose your data, then describe what you want to the AI. See [Create a dashboard](https://mammoth.io/docs/learn/dashboards/create/). ### How do I share a dashboard? Open the dashboard, save your changes, and click **Publish** (or **Share** once it is live). In **Access**, choose **Sign-in required**, **Anyone with the link and password**, or **Anyone with the link**. Click **Publish & copy link**, or invite people by email. See [Publish and share a dashboard](https://mammoth.io/docs/learn/share-and-export/share-a-dashboard/). ### How do I share several dashboards with the same people? Put them in a collection and share the collection. Everyone it is shared with sees every dashboard in it. See [Collections](https://mammoth.io/docs/learn/share-and-export/collections/). ## AI Agent and AI tools ### How do I ask the AI Agent a question? Click **Agent** in the left navigation and type what you want in plain words. The AI Agent is available on Enterprise plans, and a Workspace Owner turns it on for the workspace. See [Chat with the agent](https://mammoth.io/docs/learn/agent/chat/) and [AI Agent access](https://mammoth.io/docs/learn/workspace/ai-agent-access/). ### Can I use Mammoth from Claude or ChatGPT? Yes. Add the Mammoth MCP server, `https://mcp.mammoth.io/mcp`, to your AI client and sign in with your Mammoth account. It works on every plan. The **Connect an AI assistant** card on the **API Keys** page of Workspace Settings shows the steps for each client. See [Mammoth MCP server](https://mammoth.io/docs/agents/mcp/). ### Can I run Mammoth from a terminal or script? Yes, with the Mammoth CLI, on every plan. See [CLI](https://mammoth.io/docs/build/cli/). ## People and access ### How do I invite someone to my workspace? A Workspace Owner clicks **Invite Users** in **User Management**, enters email addresses, optionally ticks **Assign to Projects** and picks projects, and clicks **Invite**. See [Invite and manage members](https://mammoth.io/docs/learn/workspace/invite-and-manage-members/). ### How do I add someone to a project? Click the **Share** icon in the Data Library header. Or open the project selector, click **More options** next to the project and choose **Manage Users**. You need to be a Project Admin or a Workspace Owner. See [Share a project](https://mammoth.io/docs/learn/workspace/share-a-project/). ### How do I create a project? Open the project selector, click **New Project**, fill in the **New Project** dialog, and click **Create Project**. See [Projects](https://mammoth.io/docs/learn/workspace/projects/). ### What can each role do? See the roles and permissions matrix in [Members, roles and custom roles](https://mammoth.io/docs/learn/workspace/members-and-roles/). ### How do I create an API token? A Workspace Owner or Workspace Member opens the **API Keys** page of Workspace Settings and clicks **Generate key** on the **API tokens** card. Enter a **Name**, optionally tick **Project scoped** and pick a project, and click **Create key**. Click **Copy secret** straight away, because Mammoth shows the secret once. Then click **Done**. See [API keys](https://mammoth.io/docs/learn/workspace/api-keys/). ### How do I turn on SSO or enforced MFA? SSO, enforced MFA and IP allowlisting are not settings in the app. Mammoth sets them up for your workspace on request: contact [support@mammoth.io](mailto:support@mammoth.io) or your account manager. See [Security](https://mammoth.io/docs/learn/workspace/security/). ## Recovery and monitoring ### How do I restore something I deleted? Open **Trash**, hover over the row, and click **Restore item**. Items stay in Trash for 30 days by default, and each project has its own Trash. See [Get things back from Trash](https://mammoth.io/docs/learn/organise/trash/). ### How do I see who changed something? Open **Monitor**, then the **Activity Log** tab, and filter the log. See [Activity log](https://mammoth.io/docs/learn/automate/activity-log/). ### What limits apply to my plan? See [Limits and quotas](https://mammoth.io/docs/learn/help/limits/). ### What do the terms mean? See the [Glossary](https://mammoth.io/docs/learn/help/glossary/). ## Related - [Troubleshooting](https://mammoth.io/docs/learn/help/): find the right guide when something goes wrong. - [Error messages](https://mammoth.io/docs/learn/help/errors/): what each on-screen message means. - [Quick start](https://mammoth.io/docs/learn/start/quick-start/): go from a file to a shared dashboard. - [Core ideas](https://mammoth.io/docs/learn/start/core-ideas/): how projects, datasets, Views and pipelines fit together. --- Source: https://mammoth.io/docs/learn/help/faq.md · Updated: 2026-11-08