# Chartcastr

## Docs

- [Invoices](https://docs.chartcastr.com/admin/billing/invoices.md): Access, view, and download PDF invoices for your Chartcastr subscription. Manage billing details and track your organization payment history.
- [Payment methods](https://docs.chartcastr.com/admin/billing/payment-methods.md): Add, update, or remove credit cards and payment methods on your Chartcastr account. All payments are securely processed through Stripe.
- [Subscription plans](https://docs.chartcastr.com/admin/billing/plans.md): Compare Chartcastr Free, Starter, Pro, and Enterprise plans. Upgrade or downgrade anytime to match your team size and feature needs.
- [Connections](https://docs.chartcastr.com/admin/connections.md): Create and manage connections that link data sources to destinations like Slack, Teams, and email. Configure schedules, AI summaries, and delivery options.
- [Admin dashboard](https://docs.chartcastr.com/admin/dashboard.md): Your central hub for managing Chartcastr connections, organization settings, team members, and billing from a single dashboard view.
- [Add email addresses](https://docs.chartcastr.com/admin/manage/add-emails.md): Add and verify additional email addresses for your Chartcastr organization to use for notifications, billing, and member management purposes.
- [Archived items](https://docs.chartcastr.com/admin/manage/archived-items.md): Archive and restore Chartcastr sources and connections. Stop scheduled deliveries while preserving configuration and historical data for later use.
- [Google account connection](https://docs.chartcastr.com/admin/manage/google-account.md): Manage the Google account linked to Chartcastr for Sheets, Docs, and Drive access. Understand the impact of disconnecting on your active pulses.
- [Invite team members](https://docs.chartcastr.com/admin/manage/invite-members.md): Invite colleagues to your Chartcastr organization by email. Assign Admin or Member roles to control access to pulses, connections, and settings.
- [Leave an organization](https://docs.chartcastr.com/admin/manage/leave-org.md): Leave your current Chartcastr organization, understand admin restrictions on departure, and learn how to regain access if you need to return.
- [Update organization profile image](https://docs.chartcastr.com/admin/manage/update-profile-image.md): Upload a custom profile image for your Chartcastr organization. This image appears in the sidebar and notification messages to identify your workspace.
- [Usage and limits](https://docs.chartcastr.com/admin/manage/usage.md): Monitor AI chat messages, monthly pulse deliveries, and AI analysis quotas in real time. View plan limits for your Chartcastr organization.
- [Pulse Score](https://docs.chartcastr.com/admin/pulse-score.md): An AI-generated 0-100 business performance snapshot covering growth, efficiency, marketing, product, and financial health category scores.
- [Pulses](https://docs.chartcastr.com/admin/pulses.md): Pulses are scheduled chart deliveries enriched with AI analysis. Learn how data fetching, AI summaries, and delivery scheduling work together.
- [AI summary locale](https://docs.chartcastr.com/admin/settings/locale.md): Choose the language, tone, and regional date or currency format for AI-generated pulse summaries. Applies organization-wide in Chartcastr.
- [Pulse thread cross-linking](https://docs.chartcastr.com/admin/settings/pulse-thread-linking.md): Automatically link consecutive pulse deliveries in Slack threads so your team can navigate forward and backward through data history.
- [Schedule timezone](https://docs.chartcastr.com/admin/settings/timezone.md): Set the timezone that controls when pulse schedules fire across your Chartcastr organization. Defaults to auto-detected timezone or UTC.
- [Source groups](https://docs.chartcastr.com/admin/sources/source-groups.md): Organize related data sources into logical groups for shared AI analysis, group-level summaries, and unified external context in Chartcastr.
- [Chat actions](https://docs.chartcastr.com/analysis/chat/actions.md): Create connections, manage pulses, update source groups, and edit workspace configuration using natural language commands in Chartcastr AI chat.
- [Conversational data analysis](https://docs.chartcastr.com/analysis/chat/analysis.md): Ask complex questions about your data in Chartcastr AI chat. The assistant uses external context, pulse history, and documents for deeper insights.
- [Chat follow-ups in Slack and Teams](https://docs.chartcastr.com/analysis/chat/followups.md): Tag @chartcastr in a Slack or Teams pulse thread to ask follow-up questions about your charts. Get context-aware answers without leaving the channel.
- [AI chat overview](https://docs.chartcastr.com/analysis/chat/overview.md): Explore what Chartcastr AI chat can do — manage automations, analyze data, ask follow-up questions, and take actions using your workspace context.
- [Confluence context (coming soon)](https://docs.chartcastr.com/analysis/context/confluence.md): Planned integration to link Confluence pages as external context for Chartcastr AI analysis. Ideal for technical docs, runbooks, and project specs.
- [Google Docs as context](https://docs.chartcastr.com/analysis/context/google-docs.md): Link Google Docs strategy documents, planning memos, and playbooks to your Chartcastr sources so AI summaries reflect your business goals.
- [Google Sheets as context](https://docs.chartcastr.com/analysis/context/google-sheets.md): Connect specific Google Sheets tabs as external context for Chartcastr AI analysis. Perfect for metric definitions, benchmarks, and lookup tables.
- [Granola meeting notes as context](https://docs.chartcastr.com/analysis/context/granola.md): Link Granola meeting notes to Chartcastr sources so AI pulse summaries correlate metric changes with recent decisions and action items.
- [Notion as context](https://docs.chartcastr.com/analysis/context/notion.md): Connect Notion pages and databases as external context for Chartcastr AI. Correlate data trends with project milestones and team documentation.
- [OneDrive context (early access)](https://docs.chartcastr.com/analysis/context/onedrive.md): Link OneDrive documents and Excel files as external context for Chartcastr AI analysis. Built for enterprise teams using Microsoft 365 file storage.
- [External context overview](https://docs.chartcastr.com/analysis/context/overview.md): Add business context from Google Docs, Sheets, Notion, Granola, or user notes to improve the relevance and accuracy of Chartcastr AI analysis.
- [Slack Canvas as context](https://docs.chartcastr.com/analysis/context/slack-canvas.md): Let Chartcastr automatically use Slack channel canvases as extra AI context for pulses sent into that channel.
- [User notes](https://docs.chartcastr.com/analysis/context/user-notes.md): Write free-text descriptions for your charts or source groups so the Chartcastr AI understands what the data represents and why it matters.
- [AI analysis in pulses](https://docs.chartcastr.com/analysis/in-pulses.md): Learn how Chartcastr generates small summaries and overall analyses inside pulse threads. Tips for improving accuracy with context documents.
- [Analysis features overview](https://docs.chartcastr.com/analysis/overview.md): Explore Chartcastr AI analysis capabilities including external context, chat follow-ups, and intelligent summaries that make your charts actionable.
- [What is Chartcastr?](https://docs.chartcastr.com/index.md): Chartcastr automates chart delivery with AI summaries to Slack, Teams, and email. Connect data sources and get scheduled visual insights.
- [Destinations overview](https://docs.chartcastr.com/integrations/destinations.md): Deliver Chartcastr charts and AI summaries to Slack, Microsoft Teams, Google Chat, email, or custom webhooks on an automated schedule.
- [Custom email destination (early access)](https://docs.chartcastr.com/integrations/destinations/custom-email.md): Send Chartcastr reports to any email address or distribution list outside your organization. Customize subject lines and recipient groups.
- [Email destination](https://docs.chartcastr.com/integrations/destinations/email.md): Deliver scheduled Chartcastr charts and AI-powered summaries via email to organization members or distribution lists on a recurring schedule.
- [Google Chat destination (private beta)](https://docs.chartcastr.com/integrations/destinations/google-chat.md): Connect Chartcastr to Google Chat to deliver automated charts and AI insights to spaces or direct messages. Set up webhooks and schedules.
- [Slack destination](https://docs.chartcastr.com/integrations/destinations/slack.md): Connect Chartcastr to Slack to automatically deliver charts, AI summaries, and data visualizations to any channel on a recurring schedule.
- [Tagging @chartcastr in Slack](https://docs.chartcastr.com/integrations/destinations/slack/tagging.md): Tag @chartcastr in any Slack channel or pulse thread to ask follow-up questions, request deeper analysis, or get context-aware answers about your data.
- [Microsoft Teams destination](https://docs.chartcastr.com/integrations/destinations/teams.md): Connect Chartcastr to Microsoft Teams to deliver scheduled charts and AI summaries to channels using incoming webhooks. Step-by-step setup guide.
- [Sources overview](https://docs.chartcastr.com/integrations/sources.md): Browse all supported Chartcastr data sources including Google Sheets, Xero, Shopify, HubSpot, PostHog, and more. Learn how to connect each one.
- [Attio CRM source](https://docs.chartcastr.com/integrations/sources/attio.md): Connect Attio CRM to Chartcastr for automated charts of your companies, people, deals, and pipeline data. Step-by-step setup and configuration.
- [Attio CRM charts](https://docs.chartcastr.com/integrations/sources/attio/available-charts.md): Browse all Attio CRM charts available in Chartcastr including company growth, people added over time, deal pipeline, and record breakdowns.
- [DataFast source](https://docs.chartcastr.com/integrations/sources/datafast.md): Connect DataFast (datafa.st) to Chartcastr for automated web analytics charts covering traffic, revenue, conversions, and visitor breakdowns.
- [DataFast charts](https://docs.chartcastr.com/integrations/sources/datafast/available-charts.md): Browse all DataFast charts available in Chartcastr including visitor trends, revenue over time, conversion rates, and traffic source breakdowns.
- [Google Ads source](https://docs.chartcastr.com/integrations/sources/google-ads.md): Connect Google Ads to Chartcastr for automated campaign performance charts. Track spend, clicks, conversions, and ROAS with scheduled deliveries.
- [Google Ads charts](https://docs.chartcastr.com/integrations/sources/google-ads/available-charts.md): Browse all Google Ads charts in Chartcastr including spend trends, click-through rates, conversion tracking, cost per acquisition, and campaign breakdowns.
- [Google Search Console source](https://docs.chartcastr.com/integrations/sources/google-search-console.md): Connect Google Search Console to Chartcastr for automated SEO charts. Track clicks, impressions, CTR, and search position with scheduled reports.
- [Google Search Console charts](https://docs.chartcastr.com/integrations/sources/google-search-console/available-charts.md): Browse all Search Console charts in Chartcastr including click trends, impression volume, average CTR, position tracking, and top pages or queries.
- [Google Sheets source](https://docs.chartcastr.com/integrations/sources/google-sheets.md): Connect Google Sheets to Chartcastr to share premade charts or build visualizations from raw data ranges. Automate delivery to Slack, Teams, or email.
- [Custom data range charts](https://docs.chartcastr.com/integrations/sources/google-sheets/custom-data-range.md): Create Chartcastr visualizations from raw Google Sheets data ranges. Define cell ranges, choose chart types, and schedule automated deliveries.
- [Premade Google Sheets charts](https://docs.chartcastr.com/integrations/sources/google-sheets/premade-charts.md): Import existing charts from your Google Sheets spreadsheets into Chartcastr. Select specific charts and schedule automated delivery to your team.
- [Harvest source](https://docs.chartcastr.com/integrations/sources/harvest.md): Connect Harvest to Chartcastr for automated time tracking, billing, and expense charts. Monitor team hours, revenue, and uninvoiced work over time.
- [Harvest charts](https://docs.chartcastr.com/integrations/sources/harvest/available-charts.md): Browse all Harvest charts in Chartcastr including billable hours over time, project revenue, expense tracking, and uninvoiced amount trends.
- [HubSpot CRM source](https://docs.chartcastr.com/integrations/sources/hubspot.md): Connect HubSpot CRM to Chartcastr for automated charts of your sales pipeline, deal stages, contact lifecycle, and revenue. Setup guide included.
- [HubSpot CRM charts](https://docs.chartcastr.com/integrations/sources/hubspot/available-charts.md): Browse all HubSpot CRM charts in Chartcastr including deal pipeline stages, contact lifecycle, revenue trends, and deal owner performance breakdowns.
- [Klaviyo source](https://docs.chartcastr.com/integrations/sources/klaviyo.md): Connect Klaviyo to Chartcastr for automated email marketing charts. Track open rates, click rates, revenue per email, and audience growth over time.
- [Klaviyo charts](https://docs.chartcastr.com/integrations/sources/klaviyo/available-charts.md): Browse all Klaviyo email marketing charts in Chartcastr including campaign open rates, click-through rates, audience growth, and revenue attribution.
- [Linear source](https://docs.chartcastr.com/integrations/sources/linear.md): Connect Linear to Chartcastr for automated issue tracking and project health charts. Monitor cycle progress, team velocity, and backlog trends.
- [Linear charts](https://docs.chartcastr.com/integrations/sources/linear/available-charts.md): Browse all Linear project management charts in Chartcastr including issue throughput, cycle burndowns, team velocity trends, and status breakdowns.
- [LinkedIn Ads source](https://docs.chartcastr.com/integrations/sources/linkedin-ads.md): Connect LinkedIn Ads to Chartcastr for automated B2B campaign charts. Track impressions, clicks, spend, and lead generation with scheduled reports.
- [Meta Ads source](https://docs.chartcastr.com/integrations/sources/meta-ads.md): Connect Facebook and Instagram Ads to Chartcastr for automated performance charts. Track spend, reach, engagement, and conversions over time.
- [Meta Ads charts](https://docs.chartcastr.com/integrations/sources/meta-ads/available-charts.md): Browse all Meta Ads charts in Chartcastr including daily spend, impressions, reach, click-through rates, cost per result, and campaign breakdowns.
- [Plausible Analytics source](https://docs.chartcastr.com/integrations/sources/plausible.md): Connect Plausible Analytics to Chartcastr for automated privacy-friendly web analytics charts. Track visitors, pageviews, and traffic sources.
- [Plausible Analytics charts](https://docs.chartcastr.com/integrations/sources/plausible/available-charts.md): Browse all Plausible Analytics charts in Chartcastr including unique visitors, pageview trends, bounce rate, visit duration, and source breakdowns.
- [PostHog source](https://docs.chartcastr.com/integrations/sources/posthog.md): Connect PostHog to Chartcastr for automated product analytics charts. Track active users, growth accounting, events, and pageview trends over time.
- [PostHog charts](https://docs.chartcastr.com/integrations/sources/posthog/available-charts.md): Browse all PostHog product analytics charts in Chartcastr including DAU/WAU/MAU trends, growth accounting, event volumes, and pageview breakdowns.
- [Resend source](https://docs.chartcastr.com/integrations/sources/resend.md): Connect Resend to Chartcastr for automated transactional email charts. Monitor delivery volume, bounce rates, and email status trends over time.
- [Resend charts](https://docs.chartcastr.com/integrations/sources/resend/available-charts.md): Browse all Resend transactional email charts in Chartcastr including daily send volume, delivery success rates, and bounce or complaint tracking.
- [Shopify source](https://docs.chartcastr.com/integrations/sources/shopify.md): Connect your Shopify store to Chartcastr for automated revenue, order, and customer charts. View default reports and schedule delivery to your team.
- [Shopify default reports](https://docs.chartcastr.com/integrations/sources/shopify/default-reports.md): Browse all built-in Shopify reports in Chartcastr including total sales, order count, average order value, customer growth, and product breakdowns.
- [Typeform source](https://docs.chartcastr.com/integrations/sources/typeform.md): Connect Typeform to Chartcastr for automated form response charts. Track submission volume, completion rates, and response trends over time.
- [Typeform charts](https://docs.chartcastr.com/integrations/sources/typeform/available-charts.md): Browse all Typeform survey charts in Chartcastr including response volume over time, completion rates, drop-off analysis, and per-question breakdowns.
- [Typefully source](https://docs.chartcastr.com/integrations/sources/typefully.md): Connect Typefully to Chartcastr for automated social media performance charts. Track post engagement, reach, follower growth, and publishing trends.
- [Typefully charts](https://docs.chartcastr.com/integrations/sources/typefully/available-charts.md): Browse all Typefully social media charts in Chartcastr including likes, retweets, impressions, follower growth, and top-performing post breakdowns.
- [Umami Analytics source](https://docs.chartcastr.com/integrations/sources/umami.md): Connect Umami to Chartcastr for automated privacy-friendly web analytics charts. Track visitor counts, pageviews, referrers, and device breakdowns.
- [Umami Analytics charts](https://docs.chartcastr.com/integrations/sources/umami/available-charts.md): Browse all Umami web analytics charts in Chartcastr including visitor trends, pageview volume, browser and OS splits, and referrer breakdowns.
- [Xero accounting source](https://docs.chartcastr.com/integrations/sources/xero.md): Connect Xero to Chartcastr for automated profit and loss, cash flow, accounts receivable, and payable charts. Setup and configuration guide.
- [Xero accounting charts](https://docs.chartcastr.com/integrations/sources/xero/available-charts.md): Browse all Xero accounting charts in Chartcastr including profit and loss trends, cash balance, accounts receivable aging, and payable breakdowns.
- [Quickstart](https://docs.chartcastr.com/quickstart.md): Set up your first Chartcastr connection in under five minutes. Connect a data source, choose a destination, and schedule your first automated pulse.
- [Delivery and volume stats](https://docs.chartcastr.com/stats/delivery.md): Track pulse delivery patterns, view your activity calendar, and monitor total deliveries over time. Identify peak sending days and trends at a glance.
- [Engagement stats](https://docs.chartcastr.com/stats/engagement.md): See who engages with your Chartcastr pulses, which emoji reactions they use, and when your audience is most active. Identify top viewers and trends.
- [Stats overview](https://docs.chartcastr.com/stats/overview.md): View a summary of pulse delivery volume, audience engagement rates, and overall performance metrics for your Chartcastr organization at a glance.
- [Meta Ads streams](https://docs.chartcastr.com/streams/meta-ads.md): Stream real-time Meta Ads lead form submissions and ad status changes to Slack. Set up Facebook and Instagram ad event alerts with Chartcastr.
- [Streams overview](https://docs.chartcastr.com/streams/overview.md): Streams deliver real-time webhook events from your data sources to Slack the moment they happen. Configure event types, channels, and formatting.
- [Shopify streams](https://docs.chartcastr.com/streams/shopify.md): Stream real-time Shopify events to Slack including new orders, payments, fulfilments, and refunds. Configure event types and channel routing.
- [Xero streams](https://docs.chartcastr.com/streams/xero.md): Stream real-time Xero accounting events to Slack including invoice creation, contact updates, and credit notes. Configure event types and channels.