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Connect your data sources, describe what you want to understand, and Addison (Summation’s AI agent) turns it into verifiable reports, dashboards, and decks. No SQL required, though power users can go deeper with custom transformations and multi-source analysis.
The Summation home page. A left nav sidebar lists Search, Home, Reports, Decks, Dashboards, Tables, Playbooks, Schedules, Workflows, and Applications, then a 'Recent chats' section and Projects, Knowledge, Connectors, and Dagster jobs. The center shows a 'Good evening' greeting over Addison's composer (with a project pill and a Default / High selector), a Recent Projects list, and a 'Get started with Summation' intro card with a video thumbnail.

The Summation home: Addison's composer, your recent projects, and the left nav to every feature

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Core concepts

Projects

The primary container for your work — holding files, data connections, reports, dashboards, knowledge docs, and chat threads with Addison.

Addison

The AI agent behind the conversational analytics experience. Ask questions, generate reports, dashboards, and decks, and explore your data through chat.

Connectors

Connect to Snowflake, BigQuery, Redshift, PostgreSQL, and more — or upload CSV and Excel files.

Tables

Your data grid — Summation tables you build, import, or compute, plus connector-backed tables and saved views.

Reports

AI-generated analytical documents with metrics, charts, summaries, and insights. Supports verification and commenting.

Dashboards

Interactive views of your data built from charts, filters, and cards.

Decks

Presentation-ready slides Addison builds from your analysis, ready to present or share.

Playbooks

Reusable analytical workflows that combine a report template, data assets, and SQL templates.

Knowledge

Contextual documentation that helps Addison understand your data and business domain.

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How it works

1

Connect your data

Set up a connection to your data source (Snowflake, BigQuery, Redshift, PostgreSQL, Databricks, S3, and more) or upload CSV/Excel files. Connected data is queried in place via federated SQL — no data movement required.
2

Create a project

Projects are the primary container for your work. Add data connections, upload files, attach knowledge documents, and invite collaborators.
3

Ask Addison

Open a chat thread and ask questions in plain English. Addison generates SQL, creates intermediate tables, builds reports, and explains its reasoning.
4

Create reports, dashboards, and decks

Kick off a report through chat, the Create button, or a playbook, or build interactive dashboards and presentation-ready decks. Reports come with verifiable data citations you can trace back to source.
5

Verify and share

Run verification to audit the accuracy of citations, queries, and claims. Share reports, dashboards, and decks with your team.