Skip to main content

​
Overview

Connections link your data sources to destinations, enabling automatic chart delivery. Each connection defines what chart to fetch, where to send it, and when to deliver it.

​
Connection Components

A connection consists of:
  1. Source: Where the chart comes from (Google Sheets, HubSpot, Shopify, etc.)
  2. Destination: Where to send it (Slack, Teams, Email, etc.)
  3. Schedule: When and how often to send
  4. Configuration: Message format, AI summary, and other options
  5. Context: Extra text context about this chart or group.

​
Creating a Connection

1

Choose Source

Select an existing source or create a new one
2

Choose Destination

Select where to send the chart
3

Configure Schedule

Set up when and how often to send
4

Customize Message

Configure message format and options
5

Test

Send a test delivery to verify setup
6

Activate

Enable the connection to start automatic delivery

​
Connection List

The Connections page shows all your configured connections:

​
Schedule Configuration

When creating or editing a connection, you can configure how often charts are delivered. The following frequency options are available:

​
Frequency Options

​
Monthly Day Options

When using the Every Month frequency, you can choose from three day-of-month options:
Choose a specific day of the month (1–27) for delivery. If you need end-of-month delivery, use the “Last Day” option instead.
Delivers on the first weekday (Monday–Friday) of each month. If the 1st of the month falls on a weekend, delivery automatically moves to the following Monday.Examples:
  • If the 1st is a Tuesday → delivers on the 1st
  • If the 1st is a Saturday → delivers on the 3rd (Monday)
  • If the 1st is a Sunday → delivers on the 2nd (Monday)
Delivers on the last calendar day of each month, regardless of how many days the month has.

​
Time and Timezone

All schedule times use your organization’s configured timezone. You can set your timezone in Settings → Organisation.

​
Plans & Premium Integrations

All users can set up connections with any integration — including configuring, testing, and previewing chart delivery. However, some integrations (such as Shopify, Meta Ads, Xero, Google Search Console, Google Ads, and HubSpot) are premium and require a paid plan to activate. If you’re on the free plan, connections using premium integrations will be created but cannot be enabled until you upgrade. You’ll see an error message when attempting to activate them.
Some integrations are currently in private beta and may require an invitation to access. Contact us if you’re interested in early access.

​
Connection Status

Active

Running normally on schedule

Paused

Temporarily disabled

Error

Requires attention

​
Next Steps

Add Sources

Connect Google Sheets or other data providers.

Manage Destinations

Configure Slack, Teams, or Email for chart delivery.