Your First Report in Tag
What the first hour looks like, from setup to a generated document.
If you're deciding whether to download Tag, you probably have a few questions. Is it technical? What will I actually do on day one? What will it cost? This page walks through a first session so you know what to expect before you click.
The short version: you set up AI, answer a few questions about the report you want, and Tag guides you through building it. By the end of your first sitting you can have a working form, a report template, and a generated document.
Before you download
What you need: a computer (Tag is a desktop application), and an idea for a report. That's it. You don't need to know any code or markup. Tag works in plain English, with point-and-click tools.
What it costs to try: the Individual-BYOK plan includes a 7-day free trial. The Individual-Managed plan includes a 30-day money-back guarantee on the subscription. Full details are on the Pricing page.
Who it's for: anyone who produces structured, repeatable documents from collected information: assessments, evaluations, inspections, proposals, status reports. If you gather the same kind of information again and again and then write it up, Tag is built for that.
Step 1: Choose how your AI is powered
Tag's AI features need access to an AI model. You choose one of two ways to provide it, and you set it up from the Dashboard's AI Setup page.
[SCREENSHOT: Dashboard, AI Setup page. Caption: "The AI Setup page walks you through connecting AI. Demo data only."]
Managed ($49/month): start right away. Tag provides the AI connection. There are no vendor accounts to open and no keys to manage. Usage is paid with AI-usage credits, and your first plan includes a one-time $10 value of Welcome credits so you can try the AI features right away. Managed runs on HIPAA/PIPEDA-aligned infrastructure with zero data retention. See the Security page for details.
BYOK, bring your own key ($39/month): connect your own vendor account. You open an account with an AI vendor, create a key, and paste it into Tag. Tag provides instructions for each step. The subscription is lower, but the vendor bills you separately for what you use, so your total cost depends on how much AI you run. This suits people who already have vendor accounts or want a direct relationship with their vendor.
Not sure? Start with Managed. It's the shortest path to a first report. You can switch plans at any time, and fees are pro-rated. One note: the Welcome credits are granted once and can't be used on a BYOK plan.
Where people usually get stuck: BYOK key setup is the most common first-session snag. If you'd rather not spend your first hour on vendor sign-ups, Managed avoids it entirely.
Step 2: Start a guided report
From the Dashboard, you start the guided report task. A short wizard asks what you're building: a description of the report, where to save your files, and any reference documents or branding images you want to include.
[SCREENSHOT: Guided report wizard. Caption: "The wizard collects the basics so Tag doesn't have to ask twice."]
The one decision worth thinking about is how your report gets written: fixed logic that decides what's included, AI-drafted narrative, or a mix of both. Most reports use a mix. If you're unsure, read [AI-Driven or Logic-Driven?](LINK to blog post), or just describe your report in the wizard and ask Tag's assistant to recommend an approach.
Once you approve the summary, Tag creates your starter files and walks you through the rest one step at a time. You approve each step before it moves on, so you're never surprised.
Step 3: Your fields
First, Tag helps you define the information your report will collect. This happens in the Field Layout Editor.
[SCREENSHOT: Field Layout Editor with the form preview open. Caption: "Define your fields on the left. The preview shows the form people will fill in."]
Fields are the building blocks: names, dates, scores, notes, selected options. As you add them, Tag generates the data entry form automatically, with calendar pickers for dates, checkboxes for yes/no questions, dropdown lists for fixed choices, and an "add another" button for anything that repeats. The eye icon opens a preview so you can see exactly what the form will look like.
You can describe what you need to Tag's assistant in plain English and let it build the fields, or add them yourself with the point-and-click tools.
Working in psychology, speech-language pathology, or VA disability questionnaires? Tag's catalog includes ready-made field layouts and report content for many named instruments. If your subject area is covered, you may be able to start from something close to what you need instead of a blank page.
Step 4: Your report content
Next, you build what the finished document says. This happens in the Template Editor, which works like a word processor.
[SCREENSHOT: Template Editor showing a paragraph with a logic bubble. Caption: "Write your text as usual. Colored bubbles mark where data, conditions, and AI-drafted content come in."]
You type your static text, then drop in colored logic bubbles where the report should pull from your data. Green bubbles handle data and conditions, such as showing a section only when it applies. Purple bubbles mark AI fields, which draft narrative from the information you've entered. Blue bubbles mark named report sections. Click any bubble to edit, copy, or delete it.
You don't have to write any of this by hand. Tell the assistant what you want ("show the budget status as on track, at risk, or over, based on the percentage spent") and it makes the change for you.
Step 5: Fill in the form and generate
Finally, you move to the Form Viewer, where you enter information and produce the document.
[SCREENSHOT: Form Viewer with tabs across the top and a completed form. Caption: "Each part of your report gets its own tab. Tabs turn green when complete."]
The form viewer is where a report becomes a repeatable workflow. You work through the tabs, enter your information (or import it from another source), run any AI fields to draft narrative, review the drafts, and then generate the document. Tag also keeps a record of each AI request, including what it cost, so there are no mysteries about what happened.
[SCREENSHOT: Generated document. Caption: "A generated report, with AI-drafted and rule-based sections formatted together."]
The AI-written sections pick up your fonts, spacing, and branding automatically, so the finished report reads as one document.
During the guided task, Tag also creates demo test data so you can run the report right away and see the whole thing work before you enter anything real.
After your first report
Once your first report works, you can keep going: refine the wording, add sections, bring in a second instrument, or reuse pieces across other reports. A well-built section can be saved once and reused, so the effort you put into your first report pays off on the next one.
Ready to try it?
Want to see it before you install it? Watch the walkthrough videos on the Demo Hub, or compare plans on the Pricing page. Questions? Contact us.