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:- Source: Where the chart comes from (Google Sheets, BigQuery, etc.)
- Destination: Where to send it (Slack, Teams, Email, etc.)
- Schedule: When and how often to send
- Configuration: Message format, AI summary, and other options
- 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:| Column | Description |
|---|---|
| Name | Connection display name |
| Source | Data source (Google Sheets, etc.) |
| Destination | Where charts are sent |
| Schedule | Frequency of delivery |
| Status | Active, Paused, or Error |
| Last Run | Most recent delivery time |
| Next Run | Upcoming scheduled delivery |
| Actions | Test, Edit, Pause, Delete |
Connection Status
Active
Running normally on schedule
Paused
Temporarily disabled
Error
Requires attention