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AI Analyst
Getting started
Pull data from a Dashboard
Pull data from a Spreadsheet
Pull data from a CRM
Pull data from a Database
Data Sources
Data Source Setup
Advanced Data Source Configuration
Templates
Create a template
Manage templates
Projects
Output Settings
Bulk Mode
Account
Personal account settings
Admin settings
AI Analyst
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Slideform Help Center
AI Analyst
Getting started
Pull data from a Dashboard
Pull data from a Spreadsheet
Pull data from a CRM
Pull data from a Database
Data Sources
Data Source Setup
Advanced Data Source Configuration
Templates
Create a template
Manage templates
Projects
Output Settings
Bulk Mode
Account
Personal account settings
Admin settings
AI Analyst
AI Analyst
Use AI to query, analyze, and summarize your data, create custom charts, tables, and metrics, then insert the results into presentations and reports.
Getting Started with the Slideform AI Assistant
How to Create a Data Analysis Assistant
AI Assistant Settings
