Mammoth FAQ: quick answers to common how-to questions

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. The limit is 50 MB per upload request on every plan, and a folder counts as one request. See Limits and quotas.

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.

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.

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.

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.

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.

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.

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, and Allow Mammoth through your firewall 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.

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.

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.

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.

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.

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.

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.

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.

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.

How do I build a KPI from a column?

Use the Metrics panel. See 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.

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.

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.

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.

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.

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.

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.

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 and Limits and quotas.

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.

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.

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.

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.

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.

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.

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 and 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.

Can I run Mammoth from a terminal or script?

Yes, with the Mammoth CLI, on every plan. See 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.

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.

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.

What can each role do?

See the roles and permissions matrix in Members, roles and custom 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.

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 or your account manager. See 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.

How do I see who changed something?

Open Monitor, then the Activity Log tab, and filter the log. See Activity log.

What limits apply to my plan?

See Limits and quotas.

What do the terms mean?

See the Glossary.

Related

• Troubleshooting: find the right guide when something goes wrong.
• Error messages: what each on-screen message means.
• Quick start: go from a file to a shared dashboard.
• Core ideas: how projects, datasets, Views and pipelines fit together.