Blog

Insights, updates, and stories from the Chartcastr team.

7 min read
Use-cases

Cross-Analysing BigQuery and CRM Data in Slack

How to combine BigQuery warehouse data with Shopify, HubSpot, and ad platform metrics for richer Slack pulses, joining data sources in SQL or letting Chartcastr cross-analyse them in the AI layer.

2 min read
Features

Streams: real-time events in Slack, not in tomorrow morning report

Scheduled reports cover the heartbeat. Some things cannot wait for the morning. Streams push events into Slack the moment they happen, so the channel reacts in real time, not in hindsight.

5 min read
Use-cases

You Probably Have a Finance Script That Nobody Else Can Maintain

Most finance teams have a Python script or Zapier workflow that generates their monthly report. It works until it doesn't, and when it breaks, only one person knows how to fix it.

2 min read
Features

Scheduled charts by email, for everyone who does not live in Slack

Not everyone lives in Slack. Finance teams, board members, that one investor who only reads email. Deliver the same pulse to an inbox, chart rendered inline, AI summary up top, on your schedule.

3 min read
Features

Pulse Score: how healthy is your company, in one number?

Pulse Score reads your connected data across growth, product, marketing and finance and scores each dimension, so you get one honest read on where you are strong and where you are quietly slipping.

3 min read
Features

AI summaries that explain your charts, not just draw them

A chart without a story is an artifact someone still has to interpret. Chartcastr reads the actual numbers and ships a one-line summary with every pulse: what changed, by how much, versus when.

3 min read
Features

Source Groups: one pulse that reads across Shopify, Meta and Xero

Your revenue, ad spend and margin live in three different tools, so the question that matters never gets answered. Source Groups bundle them into one pulse and let the AI read across all of them.

6 min read
Use-cases

The All-Hands Progress Report, Written for You

One Briefing, one row per team or workstream, one PDF circulated the morning of the all-hands. The AI cross-analysis surfaces the themes, leadership stops writing the recap from scratch.

2 min read
Features

Scheduled Pulses, explained: set it once, your team sees it forever

A Pulse is a chart plus an AI summary that fires on a schedule into Slack or email. Set the data, channel and cadence once. Nobody logs in, nobody forgets. Here is how they work.

5 min read
Guides

How to Connect Google Sheets and Schedule It to Slack

Connect a Google Sheet, pick a chart, choose a Slack channel, and set a schedule — your report posts itself daily, weekly, or monthly with an AI summary. Full step-by-step guide.

2 min read
Features

HubSpot pipeline in Slack: see what moved before the forecast call

Your pipeline moved this week and nobody noticed. Push new deals, stage changes and pipeline value into Slack every morning, with a one-line AI read on what actually shifted.

7 min read
Product

Managed vs Branded WhatsApp Delivery: Which Should You Use?

Chartcastr now sends charts via WhatsApp two ways: from our shared business number (Managed, one-click) or from your own (Branded, starting at $85/mo per account, lead-gen onboarding). Here is when to pick each.

Chartcastr