Getting Started with the Slideform AI Assistant

Learn how to create new data visualizations and metrics with the Slideform AI Assistant, then embed them in your reports.

 The Slideform AI Assistant greatly expands what you can do with Slideform, allowing you to query, analyze, and summarize your data, create custom charts, tables, and metrics, then insert the results into presentations and reports.

AI Assistant is in Beta release. Contact support@slideform.co to request access.

Getting started

To get started, go to AI Assistants on the main menu and click New Assistant.

 

Types of Slideform AI Assistants

- Analysis: Analyze and visualize data from a connected Data Source.

- Presentations: (Coming Soon). Create or edit a presentation. 

- Web Research: (Coming Soon). Collect and analyze information from a website or URL.

How to Create a Data Analysis Assistant

  • Data Analysis Assistant Examples

AI Assistant Settings

How to Embed AI Assistant results into a Slideform project