---
title: Embed AI Assistant Results into a Slideform Project
description: Learn how to link results from the AI Assistant into a report, slide deck, or document.
---

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2. [AI Analyst](https://helpcenter.slideform.co/ai-analyst?hsLang=en)

# Embed AI Assistant Results into a Slideform Project

## Learn how to link results from an AI Assistant into a report, slide deck, or document.

This guide shows how to link the AI results to a project. You must first [create and save a Slideform AI Assistant](https://helpcenter.slideform.co/build-a-data-analysis-assistant?hsLang=en) . You must also have a Project with a [report template](https://helpcenter.slideform.co/how-to-create-a-slide-deck-template?hsLang=en) saved in Slideform.

 

### 1. Enable the Slideform Analyst for your project

![](https://helpcenter.slideform.co/hs-fs/hubfs/Screenshot%202025-08-07%20at%204-26-48%E2%80%AFPM-png-1.png?width=200&height=181&name=Screenshot%202025-08-07%20at%204-26-48%E2%80%AFPM-png-1.png)

Click **Configure** on your Project card and go to the **Data Sources** tab at the top of the page.

Click the **Enable** toggle for the Slideform Analyst data source. This makes the Slideform Analyst outputs available for this template and automation project.

### 2. Match the Slideform Analyst output to placeholders in the template

![](https://helpcenter.slideform.co/hs-fs/hubfs/Screenshot%202025-08-07%20at%204-31-32%E2%80%AFPM-png.png?width=200&height=260&name=Screenshot%202025-08-07%20at%204-31-32%E2%80%AFPM-png.png)AI Analyst results in the form of charts, data tables, and text fields can be pulled into placeholders in your report template. The process is the same as [mapping any other data to the template](https://helpcenter.slideform.co/data-mapping?hsLang=en).

1. Open the project with the **Configure** button. Locate the placeholder / pragma in the list.
2. Select the **Slideform Analyst** as the data source.
3. Select "Choose a Metric".
4. Select the worksheet. Most assistants will be in "All Metrics" unless you have created folders to organize your saved insights.
5. Select the correct insight and **Save** the project mapping.
6. [Formatting](https://helpcenter.slideform.co/formatting-options-for-text-pragmas?hsLang=en)and placement of the data into the report work the same as any other data source.

### 3. Generate the report

Click **Generate** on the project card to create a new report output.

A progress meter will show you that the system is working, and a results preview may appear unless your project has [disabled previews](https://helpcenter.slideform.co/project-settings?hsLang=en). Any errors or Q/A warnings will also be displayed. 

Results will be shown under the **Results** list on the main page.

To set a schedule for reports, see [Schedules for Recurring Presentations.](https://helpcenter.slideform.co/set-a-schedule-for-recurring-presentations?hsLang=en)

 

- [Getting started](https://helpcenter.slideform.co/getting-started?hsLang=en#main-content)

    - [Pull data from a Dashboard](https://helpcenter.slideform.co/getting-started?hsLang=en#pull-data-from-a-dashboard)
    - [Pull data from a Spreadsheet](https://helpcenter.slideform.co/getting-started?hsLang=en#pull-data-from-a-spreadsheet)
    - [Pull data from a CRM](https://helpcenter.slideform.co/getting-started?hsLang=en#pull-data-from-a-crm)
    - [Pull data from a Database](https://helpcenter.slideform.co/getting-started?hsLang=en#pull-data-from-a-database)
- [Data Sources](https://helpcenter.slideform.co/data-sources?hsLang=en#main-content)

    - [Data Source Setup](https://helpcenter.slideform.co/data-sources?hsLang=en#data-source-setup)
    - [Advanced Data Source Configuration](https://helpcenter.slideform.co/data-sources?hsLang=en#advanced-data-source-configuration)
- [Templates](https://helpcenter.slideform.co/templates?hsLang=en#main-content)

    - [Create a template](https://helpcenter.slideform.co/templates?hsLang=en#create-a-template)
    - [Manage templates](https://helpcenter.slideform.co/templates?hsLang=en#manage-templates)
- [Projects](https://helpcenter.slideform.co/projects?hsLang=en#main-content)

    - [Output Settings](https://helpcenter.slideform.co/projects?hsLang=en#output-settings)
    - [Bulk Mode](https://helpcenter.slideform.co/projects?hsLang=en#bulk-mode)
- [Account](https://helpcenter.slideform.co/account?hsLang=en#main-content)

    - [Personal account settings](https://helpcenter.slideform.co/account?hsLang=en#personal-account-settings)
    - [Admin settings](https://helpcenter.slideform.co/account?hsLang=en#admin-settings)
- [AI Analyst](https://helpcenter.slideform.co/ai-analyst?hsLang=en)

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