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
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 |
Schedule Configuration
When creating or editing a connection, you can configure how often charts are delivered. The following frequency options are available:Frequency Options
| Option | Description |
|---|---|
| Every Hour | Delivers once per hour, on the hour |
| Every Day | Delivers once per day at a specific time |
| Every Week | Delivers on selected days of the week at a specific time |
| Every Month | Delivers once per month with flexible day options |
Monthly Day Options
When using the Every Month frequency, you can choose from three day-of-month options:Specific Day
Specific Day
Choose a specific day of the month (1–27) for delivery. If you need end-of-month delivery, use the “Last Day” option instead.
First Business Day
First Business Day
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)
Last Day of Every Month
Last Day of Every Month
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.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.