Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.chartcastr.com/llms.txt

Use this file to discover all available pages before exploring further.

Chartcastr Hero Light

​
What is Chartcastr?

Chartcastr enables you to automatically push charts and pivot tables from various data sources to messaging platforms like Slack and email. Share visual data insights and build up intelligence on growth lines of your business.

Quick Start

Get started with Chartcastr in 5 minutes

Integrations

Browse available data sources and destinations

Admin Dashboard

Manage your connections and settings

​
Key Features

Schedule automatic delivery of charts from your data sources to your team’s communication channels.
Send charts to Slack or email. Configure multiple destinations for each chart.
Set up hourly, daily, weekly, or custom schedules with timezone-aware delivery.

​
How It Works

1

Connect Your Data Source

Link your data source
2

Create Connections

Link your source to destinations like Slack or email with custom settings
3

Configure Schedule

Set when and how often to send your charts
  • Daily Standups:
    Share up-to-date KPI dashboards with your team every morning to keep everyone focused and aligned.
  • Pulse Channels:
    Automatically post analytics and updates to always-on channels like #data-insights or #company-pulse, so everyone can see trends in real time.
  • Pattern Detection with AI:
    Combine human review with AI-powered analysis—receive highlights or summaries pointing out patterns and outliers that might otherwise go unnoticed.

​
Where Briefings shine

Pulses are the heartbeat. Briefings are the monthly retrospective — a single PDF that synthesises across every source you care about, with cross-source AI commentary and an overall “big picture” review. A few of the use cases customers reach for first:
  • Accelerated client reporting:
    Replace the Monday-morning report build with a per-client briefing that auto-renders on the 1st of the month — every channel, every metric, one PDF, AI-written commentary already in place.
  • Board deck asset prep:
    Run a finance + growth + retention briefing the week before each board meeting. The PDF becomes the ready-made appendix, and the overall review becomes the first draft of your CEO update.
  • Pitch deck prep:
    Spin up a “metrics for investors” briefing that combines top-line growth, channel performance, and unit economics. Send a snapshot before every investor call so the latest numbers are always one tap away.
  • All-hands progress reports:
    One briefing, one row per team or workstream, one PDF circulated the morning of the all-hands. The AI cross-analysis surfaces the themes — leadership stops writing the recap from scratch.

Read the Briefings guide

Rows, items, the once-a-month delivery, and the AI layers that compose the cross-source synthesis.

Use case playbooks

Deeper write-ups for each use case above — agency client reporting, board prep, pitch prep, all-hands.

​
Supported Integrations

​
Data Sources

Google Sheets

HubSpot

Shopify

​
Destinations

Slack

Microsoft Teams

Coming Soon

Email

​
Get Started

Quickstart Guide

Follow our step-by-step guide to set up your first automated chart delivery in under 5 minutes.

​
Need Help?

Documentation

Read Guides

Support

Contact our support team for assistance

GitHub

View our code and contribute