Learn how to create custom presentations and reports once your automation project is set up.
What is Slideform?
Slideform is an AI-enabled automation platform that links data from databases and dashboards to reports, slides, and documents. You use your own custom report template, and Slideform fills in the data. Automation is especially useful for reports that you create on a recurring basis each month or week.
Before you create reports, project setup must be complete. An account Admin or Editor must connect the data source, upload a report template, and link data to the template. Once the project is ready, all Slideform user roles can generate the presentation or report.
How to generate output from Slideform
1. Log into Slideform at https://app.slideform.co . Your username is your email address.
2. Navigate to the Projects page
This is the home page within Slideform. Each project is represented by a card showing a template preview and a description. Projects can be organized into folders and can be visible to members of specific User Teams. If you don't see the project you need, contact your Slideform admin.
3. Click Generate and provide input
To generate a presentation or report, click Generate on the project card.
On the next screen, you will be prompted to provide any information that is needed to complete the report. This could include selecting the date range, setting filters, or filling in other information necessary to construct the report. These prompts are configured by the project Admin or Editor and they are specific to this report.
The option to Query a datasource or to Skip All Inputs are advanced features used in testing the configuration.
4. Processing
Once you answer all the questions, a progress meter will show you that the system is working, and a results preview may appear unless your project has disabled previews. Any errors or Q/A warnings will also be displayed.
>> Processing may take up to 15 minutes for complex projects depending on the data cache settings and the responsiveness of the underlying data source(s).
To change any of your answers to the project questions, click Modify answers.
5. Results
To Save the output, select the output format under Get Final Results. The output formats depend on the type of project template that is set up.
The presentation or report will be available to view or download from the Results section of the Projects page and it may also be sent to a connected Google Drive or other cloud storage. The processing status of the report is indicated on the Results list.
Instead of waiting for the results, you may set up email or Slack notifications in the project settings.
You can always contact Slideform support at support@slideform.co