# Chartcastr

> Automated chart delivery and AI analytics — from any data source to Slack, email, or Google Chat.

Chartcastr is an automated chart delivery and AI analytics platform that moves charts and metrics from Google Sheets, Shopify, Xero, Meta Ads, HubSpot, and 20+ other data sources into Slack, email, WhatsApp, and Google Chat with AI-powered summaries. It replaces manual screenshot-to-Slack workflows with scheduled, context-aware data pulses. Setup takes under 5 minutes with no code required.

## What Makes Chartcastr Different

- **Push-based, not pull-based**: Data comes to your team in Slack/email — no one needs to open a dashboard
- **AI analysis included on paid plans**: Every delivery on a paid plan includes an AI summary highlighting trends, anomalies, and changes since the last pulse. The Free plan is a forwarder — delivery only, no AI.
- **Context-aware**: Connect Notion, Google Docs, and other context sources so the AI understands your business terminology and goals
- **Interactive follow-ups**: @mention Chartcastr in Slack threads to ask follow-up questions about your data (paid plans)
- **Under 5 minutes to first insight**: No code, no dashboard building, no BI tool setup

## Pricing

- **Free**: $0/month — forwarder-only. 2 metrics, any integration (except Ahrefs and Xero Practice Manager), daily pulses to Slack/email/WhatsApp/Google Chat. No AI summaries, chat, or follow-ups. No credit card to enter.
- **Starter**: $29/month — 14-day free trial (card required to start). AI summaries on every pulse, AI chat, 10 active Slack connections.
- **Pro**: $79/month — 14-day free trial (card required to start). Unlimited connections, unlimited AI, granular scheduling, webhooks, priority support.
- **Enterprise**: Custom pricing — BYOK (bring your own key), dedicated support, SSO, custom integrations.

AI summaries, chat, and follow-ups are included on every paid plan. Free is a delivery-only tier. Pricing: https://chartcastr.com/pricing

## Supported Integrations

### Data Sources (Live)
- Google Sheets (charts, pivot tables, ranges)
- Shopify (revenue, orders, analytics)
- Xero (financial reports, invoices, P&L)
- HubSpot CRM (deals, contacts, pipelines)
- Meta Ads (campaigns, ad performance)
- Google Search Console (search analytics, queries)
- BigQuery (cloud data warehouse queries)
- Linear (project metrics, cycle tracking)
- Typeform (form responses, completion data)
- Attio (CRM records and pipeline)
- Klaviyo (email marketing metrics)
- Mixpanel (product analytics events)
- Plausible (privacy-first web analytics)
- Granola (meeting notes and context)
- Harvest (time tracking and invoicing)
- And more (20+ sources total)

### Data Sources (Request Only)
- Google Ads (campaign performance, spend) — private beta; contact support@chartcastr.com

### Destinations (Live)
- Slack (native Block Kit, AI summaries, thread follow-ups)
- Email (formatted reports with charts and summaries)
- WhatsApp (chart delivery to WhatsApp chats)
- Google Chat (native cards, space delivery)

### Context Sources (for enriched AI analysis)
- Notion pages
- Google Drive / Google Docs
- Google Sheets tabs (as context)
- User notes

## Use Cases

- **Sales**: Automated revenue dashboards and pipeline updates in Slack
- **Marketing**: Campaign performance KPIs delivered to marketing channels
- **Finance**: Weekly/monthly financial reports from Xero to stakeholders
- **Product**: Sprint metrics and product analytics via Linear integration
- **Engineering**: Build metrics, deployment stats, incident tracking
- **Customer Success**: Health scores and churn metrics delivered automatically
- **HR/People Ops**: Headcount, hiring pipeline, and engagement metrics

Learn more: https://chartcastr.com/use-cases

## Frequently Asked Questions

### How do I send Google Sheets charts to Slack automatically?
Chartcastr connects your Google Sheets account via OAuth, captures charts on a schedule (hourly, daily, weekly, or custom cron), and delivers them to Slack channels with AI-powered analysis summaries. No code, no screenshots, no manual exports. Setup takes under 5 minutes: connect Google Sheets, select your chart, pick a Slack channel, and set a schedule. Learn more: https://chartcastr.com/integrations/google-sheets-to-slack

### What is the best way to schedule recurring chart updates for my team?
Chartcastr lets you schedule chart deliveries on any cadence: hourly, daily, weekly, or custom cron expressions for precise timing. Most teams use daily morning pulses (e.g. 9am every weekday) or weekly Monday summaries. Each delivery includes the latest chart image plus an AI-generated summary highlighting what changed since the last delivery. Learn more: https://docs.chartcastr.com/quickstart

### Can I deliver charts to both Slack and email?
Yes. Chartcastr supports multiple destinations per chart. You can connect one chart to a Slack channel and email recipients simultaneously, each with their own schedule. Each destination gets its own AI summary and delivery settings. Learn more: https://docs.chartcastr.com/integrations/sources

### How does Chartcastr's AI analysis work?
Chartcastr uses AI (Claude, OpenAI GPT, or Google Gemini) to analyze your chart images and generate summaries highlighting trends, anomalies, and changes since the last delivery. The AI incorporates your company's context through RAG (Retrieval Augmented Generation) using connected documents from Notion, Google Docs, Google Sheets tabs, and user notes. You can ask follow-up questions by @mentioning the bot in Slack threads. Learn more: https://docs.chartcastr.com/guides/ai-summaries

### What data sources does Chartcastr support?
Chartcastr supports Google Sheets, Shopify, Xero, Meta Ads, Google Search Console, Google Ads, Linear, Typeform, and HubSpot CRM as live data sources. Google Sheets is the most popular source, supporting charts, pivot tables, and named ranges — including Connected Sheets for warehouse-backed data. Additional sources are being added based on customer demand. Learn more: https://docs.chartcastr.com/integrations/sources

### How is Chartcastr different from Zapier/n8n or manual screenshots?
Chartcastr is purpose-built for chart delivery with AI analysis. Unlike Zapier, it natively renders chart images from Google Sheets (no screenshots needed), generates AI-powered summaries comparing to previous deliveries, and supports interactive follow-up questions in Slack threads. Setup is faster (under 5 minutes vs building multi-step Zaps), and it handles chart-specific edge cases like OAuth token refresh and image rendering. Learn more: https://chartcastr.com/compare/chartcastr-vs-zapier

### How is Chartcastr different from traditional BI tools like Tableau or Looker?
Traditional BI tools require dashboard building, seat licenses, and teams to actively check dashboards. Chartcastr pushes insights to where teams already work (Slack, email) with AI summaries. It's not a replacement for deep BI — it's the delivery layer that ensures insights actually reach the people who need them.

### What context sources can I connect for better AI analysis?
Chartcastr supports external context documents to enrich AI analysis. You can connect Google Sheets tabs, Google Docs, Notion pages, and add custom user notes. The AI uses this context via RAG to provide more relevant summaries that understand your business metrics and terminology.

## Source to Destination Integrations

- Google Sheets to Slack: https://chartcastr.com/integrations/google-sheets-to-slack
- Google Sheets to Email: https://chartcastr.com/integrations/google-sheets-to-email
- Shopify to Slack: https://chartcastr.com/integrations/shopify-to-slack
- Xero to Slack: https://chartcastr.com/integrations/xero-to-slack

## Automated Chart Delivery Pages

Browse all Source × Chart Type × Destination × Schedule combinations: https://chartcastr.com/send

### Example Pages
- Send Google Sheets Bar Charts to Slack Daily: https://chartcastr.com/send/google-sheets-bar-chart-to-slack-daily
- Send Shopify Line Charts to Email Weekly: https://chartcastr.com/send/shopify-line-chart-to-email-weekly
- Send HubSpot Pie Charts to Slack Every Monday: https://chartcastr.com/send/hubspot-pie-chart-to-slack-every-monday
- Send Xero Area Charts to Email First of Month: https://chartcastr.com/send/xero-area-chart-to-email-first-of-month
- Send Meta Ads Combo Charts to Slack Daily: https://chartcastr.com/send/meta-ads-combo-chart-to-slack-daily
- Send Google Ads Line Charts to Google Chat Weekly: https://chartcastr.com/send/google-ads-line-chart-to-google-chat-weekly

### Available Combinations
- **14 Sources**: Google Sheets, Shopify, Xero, Xero Practice Manager, HubSpot, Meta Ads, Google Ads, Google Search Console, PostHog, Plausible, Linear, Resend, Typeform, Ahrefs
- **7 Chart Types**: Bar Chart, Line Chart, Area Chart, Pie Chart, Scatter Plot, Table, Combo Chart
- **3 Destinations**: Slack, Email, Google Chat
- **8 Schedules**: Daily, Weekly, Every Monday, On a Schedule, Every Quarter, First of Month, Every Morning, Hourly

## Security

- CASA Type 2 certified (App Defense Alliance)
- SOC 2 Type 1 audit in progress
- AES-256 encryption at rest, TLS 1.2+ in transit
- HSTS preloaded, A+ SSL Labs rating
- Chart images auto-deleted within 24 hours
- Learn more: https://chartcastr.com/security

## Documentation

- Docs: https://docs.chartcastr.com
- Quickstart: https://docs.chartcastr.com/quickstart
- Integrations: https://docs.chartcastr.com/integrations/sources
- AI Summaries: https://docs.chartcastr.com/guides/ai-summaries
- Full LLM documentation: https://chartcastr.com/llms-full.txt

## Contact

- Website: https://chartcastr.com
- Support: support@chartcastr.com
- Security: security@chartcastr.com
- Book a demo: https://cal.chartcastr.com/michael