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Get Started in 5 Minutes

This quickstart guide will help you set up your first automated chart delivery from Google Sheets to Slack.
Don’t have an account yet? Sign up for free to get started.

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Prerequisites

The most common usage is connecting Google Sheets to Slack. So, before you begin, make sure you have:
  • A Chartcastr account
  • A Google account with a spreadsheet containing a chart
  • Access to a Slack workspace where you can install apps

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Step 1: Sign In

1

Navigate to Chartcastr

Go to chartcastr.com/admin and sign in
2

Access Dashboard

You’ll be greeted with your admin dashboard

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Step 2: Connect Google Sheets

1

Go to Sources

Click Sources in the sidebar navigation
2

Add Google Sheets

Click Connect Google Sheets button
3

Find your sheet -> chart

Find the sheet you want to connect to, and the chart you want to share
4

Copy the chart URL

Publish the chart to the web, and copy the chart URL
Chartcastr only requests read-only access to your google drive & google sheets. We never modify your data.

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Step 3: Connect Slack

1

Navigate to Destinations

Click Connections in the sidebar, then click Add Destination
2

Select Slack

Choose Slack from the list of available destinations
3

Install to Workspace

Select your Slack workspace and click Allow
4

Choose Channel

Select which channel you want to post to (e.g., #general or create a #reports channel)
For private channels, you’ll need to invite the Chartcastr bot first using /invite @Chartcastr in the channel.

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Step 4: Create Your First Connection

Now let’s link your Google Sheets chart to your Slack channel:
1

Open Connections

Click Connections in the sidebar, then New Connection
2

Configure Source

  • Source Type: Google Sheets
  • Chart URL: Paste your Google Sheets chart URL
  • Name: Give it a descriptive name (e.g., “Daily Sales Dashboard”)
3

Configure Destination

  • Destination: Select the Slack channel you just connected
  • Message: Add custom text to accompany your chart (optional)
4

Set Schedule

Choose when to send:
  • One-time: Send immediately
  • Daily: Every day at a specific time
  • Weekly: Specific days of the week
  • Custom: Use cron expression for advanced scheduling
For this example, select Daily at 9:00 AM in your timezone
5

Enable AI Summary

Toggle Include AI Summary to add intelligent insights to your chart (optional but recommended!)

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Step 5: Test Your Connection

Before enabling the schedule, let’s test it:
1

Send Test

Click the Send Test button at the bottom of the connection form
2

Check Slack

Go to your Slack channel and verify the chart appeared correctly
3

Review

  • Is the image quality good?
  • Is the message text correct?
  • Did the AI summary make sense?
If everything looks good, you’re ready to enable automated delivery!

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What’s Next?

Congratulations! 🎉 You’ve set up your first automated chart delivery. Here are some ideas for what to do next:

Add More Sources

Connect BigQuery, Looker, or S3 for more data sources

Try More Destinations

Send charts to Microsoft Teams, email, or webhooks

Customize AI Summaries

Fine-tune AI insights for your specific needs

Use the API

Integrate Chartcastr with your applications