Memory Export
Download everything Orion knows about your business โ metrics, rules, goals, decisions, KPIs, and corrections โ as a single portable document.
When to use it: Board prep, investor meetings, onboarding a new team member, or archiving a point-in-time snapshot of your business context.
Where to find it: Lumen โ Integrations โ Business Context Export โ Export Context Brief.
Who can use it: Weaver and Luminary roles.
Memory Export takes everything Orion has learned about your workspace and packages it into one document you can hand to someone who has never logged into Celiq. Instead of sending a link and explaining where to click, you send a file that already explains what your metrics mean, what your team is working toward, and what has recently been decided.
The export is a snapshot, not a live view. It captures the state of your workspace memory at the moment you click Download. This is different from the workspace memory itself, which is live and continuously shapes Orion's answers as you teach it. Use the export when you need a frozen, portable copy of that context.
Overview
When you run an export, Celiq reads the requested sections from your workspace memory and supporting tables, then renders them into one file. You choose which sections to include and whether you want Markdown (human-readable) or JSON (machine-readable). The file downloads straight to your browser โ nothing is emailed or stored externally.
The six available sections map directly to what Orion knows:
| Section | What it contains |
|---|---|
| Key Metrics | The metric names, definitions, and units Orion has on file for your business. |
| Business Rules | Data gotchas and rules Orion has learned (for example, "exclude test orders"). |
| Active Goals | Goals with status = active, including target value, unit, period, and deadline. |
| Recent Decisions | Up to the 20 most recent decisions logged in your workspace, with context and outcome. |
| KPI Snapshots | The latest snapshot for each tracked KPI, including value, domain, and any anomaly note. |
| Orion Corrections | Active (non-dismissed) corrections โ the original question, the correction, and whether a skill fix was applied. |
All sections are selected by default. You can uncheck any you do not want to share.
When to use it
Board and investor prep
Export a Markdown brief before a board meeting so everyone reads from the same definitions of your KPIs and sees how they are performing. You can also share it alongside an investor data room as supporting context for the certified metrics shown there.
Onboarding
Hand a new hire the Markdown export so they can learn what your team tracks, how each term is defined, and what decisions have been made โ without needing a walkthrough.
Archiving a snapshot
Export the JSON version on a regular cadence and keep the files. Because JSON is machine-readable, you can diff month-over-month exports to see how your business context evolved.
Concepts
Workspace memory โ the live store of what Orion knows about your business: key metrics, data gotchas (business rules), and the highlights surfaced by your Intelligence Score. It updates as you teach Orion and it shapes every answer Orion gives. See AI Memory. Snapshot โ the Memory Export is a point-in-time copy. Re-running the export later produces a new file reflecting whatever the memory contains at that moment; the old file does not update. Section โ one of the six categories of content you can include. Each is independent; unchecking one simply omits it from the file. Format โ Markdown renders headings and tables for people to read; JSON returns the raw structured data for tools and archiving.Getting started
You need the Weaver or Luminary role, and your workspace needs some memory worth exporting โ at minimum a few metrics, goals, decisions, or KPI snapshots. A brand-new workspace with no memory will still export successfully, but empty sections render as a note such as _No key metrics recorded._.
To open the export:
- Open Lumen from the main navigation.
- Go to Integrations.
- Find the Business Context Export card.
- Click Export Context Brief to open the export dialog.
Step-by-step
Open the export dialog
In Lumen โ Integrations, click Export Context Brief on the Business Context Export card. The Export Workspace Memory dialog appears.
Choose your sections
Under Sections, all six (Key Metrics, Business Rules, Active Goals, Recent Decisions, KPI Snapshots, Orion Corrections) are checked by default. Uncheck any you want to leave out. You must keep at least one selected.
Pick a format
Under Format, choose Markdown (.md) for a readable document or JSON (.json) for structured data. Markdown is the default.
Download
Click Download. The button shows "Exportingโฆ" while the file is generated, then the file downloads to your browser as celiq-memory.md or celiq-memory.json. The dialog closes on success.
Examples
A Markdown export of a workspace named "Acme" opens with a header and an exported timestamp, then one section per category. Key Metrics and goals render as tables; decisions, KPIs, and corrections render as readable blocks:
# Celiq Memory Export โ Acme
**Exported:** 2026-06-27T14:02:11.481Z
## Key Metrics
| Name | Definition | Unit |
|------|-----------|------|
| Net Revenue | Gross revenue minus refunds and discounts | USD |
| Active Accounts | Accounts with at least one order in the period | count |
## Active Goals
| Title | Target | Unit | Period | Deadline |
|-------|--------|------|--------|---------|
| Hit $5M ARR | 5000000 | USD | quarter | 2026-09-30 |
## Recent Decisions
### Pause paid search in EU
**Domain:** Marketing
**Context:** CAC exceeded payback threshold for three weeks
**Outcome:** Reallocated budget to lifecycle email
*6/12/2026*The same workspace exported as JSON returns the underlying structure โ useful for archiving or feeding into another tool:
{
"workspaceName": "Acme",
"exportedAt": "2026-06-27T14:02:11.481Z",
"format": "json",
"sections": {
"metrics": [
{ "name": "Net Revenue", "definition": "Gross revenue minus refunds and discounts", "unit": "USD" }
],
"goals": [
{ "title": "Hit $5M ARR", "target_value": 5000000, "target_unit": "USD", "period": "quarter", "deadline": "2026-09-30" }
]
}
}Best practices
- Match the format to the audience. Send Markdown to people (board members, new hires); send JSON to tools and archives.
- Trim sections before sharing externally. If you are sending a brief to investors, consider unchecking Orion Corrections so internal back-and-forth stays internal.
- Teach Orion first. The export is only as rich as your memory. Adding metric definitions and business rules before you export produces a far more useful brief.
- Archive JSON on a schedule. Keep dated JSON exports so you can look back at how your context changed over time.
Tips
The export reflects your workspace memory at the instant you click Download. If you have just taught Orion a new metric or logged a decision, run the export again to pick it up โ an earlier file will not update on its own.
Common mistakes
Sharing more than you meant to. All six sections are on by default, including Orion Corrections. Review the checkboxes before sending the file outside your team.
Expecting deselected-only behavior. You must keep at least one section selected. If you uncheck them all, the dialog blocks the download with "Select at least one section."
Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| "Select at least one section." | You unchecked every section. | Re-check at least one section before clicking Download. |
| A section reads "_No key metrics recorded._" (or similar) in the file | That part of your workspace memory is empty. | Teach Orion the relevant metrics, rules, goals, or decisions, then export again. See AI Memory. |
| "Export failed" appears in the dialog | The server could not generate the export (for example, the workspace could not be resolved). | Confirm you are signed in to the right workspace and retry. If it persists, contact your Luminary admin. |
| The button is stuck on "Exportingโฆ" | The request is still running for a large workspace, or the network dropped. | Wait a few seconds; if nothing downloads, close the dialog and try again. |
| You do not see the Business Context Export card | You are signed in as a Tracer or Lens. | Memory Export is available to Weaver and Luminary roles. |