Connect your data sources, describe what you want to understand, and get a complete analytical report powered by Addison, Summation’s AI agent. No SQL required — but power users can go deeper with custom transformations and multi-source analysis.Documentation Index
Fetch the complete documentation index at: https://docs.summation.com/llms.txt
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Core concepts
Projects
The primary container for your work — holding files, data connections, reports, knowledge docs, and chat threads with Addison.
Addison
The AI agent that powers the conversational analytics experience. Ask questions, request reports, and explore data through chat.
Reports
AI-generated analytical documents with metrics, charts, summaries, and insights. Supports verification and commenting.
Dashboards
Visual presentations of data with charts, filters, and cards.
Connectors
Connect to Snowflake, BigQuery, Redshift, PostgreSQL, and more — or upload CSV and Excel files.
Data
View and manage your source tables and calc tables. Define transformations with SQL.
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.
How it works
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.
Verify and share
Run verification to audit the accuracy of citations, queries, and claims. Share reports and dashboards with your team.