> ## Documentation Index
> Fetch the complete documentation index at: https://docs.summation.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Introduction

> Summation automates your business reports — recurring reviews and ad-hoc deep dives, verified and exec-ready.

Connect your data sources, describe what you want to understand, and get a complete analytical report powered by **[Addison](/features/addison)**, Summation's AI agent. No SQL required — but power users can go deeper with custom transformations and multi-source analysis.

## Core concepts

<CardGroup cols={2}>
  <Card title="Projects" icon="folder" href="/concepts/projects">
    The primary container for your work — holding files, data connections, reports, knowledge docs, and chat threads with Addison.
  </Card>

  <Card title="Addison" icon="message-bot" href="/features/addison">
    The AI agent that powers the conversational analytics experience. Ask questions, request reports, and explore data through chat.
  </Card>

  <Card title="Reports" icon="file-lines" href="/features/reports">
    AI-generated analytical documents with metrics, charts, summaries, and insights. Supports verification and commenting.
  </Card>

  <Card title="Dashboards" icon="chart-mixed" href="/features/dashboards">
    Visual presentations of data with charts, filters, and cards.
  </Card>
</CardGroup>

<CardGroup cols={2}>
  <Card title="Connectors" icon="plug" href="/features/connectors">
    Connect to Snowflake, BigQuery, Redshift, PostgreSQL, and more — or upload CSV and Excel files.
  </Card>

  <Card title="Data" icon="table" href="/features/modeler">
    View and manage your source tables and calc tables. Define transformations with SQL.
  </Card>

  <Card title="Playbooks" icon="book-open" href="/features/playbooks">
    Reusable analytical workflows that combine a report template, data assets, and SQL templates.
  </Card>

  <Card title="Knowledge" icon="lightbulb" href="/features/knowledge">
    Contextual documentation that helps Addison understand your data and business domain.
  </Card>
</CardGroup>

## How it works

<Steps>
  <Step title="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.
  </Step>

  <Step title="Create a project">
    [Projects](/concepts/projects) are the primary container for your work. Add data connections, upload files, attach [knowledge](/features/knowledge) documents, and invite collaborators.
  </Step>

  <Step title="Ask Addison">
    Open a chat thread and ask questions in plain English. [Addison](/features/addison) generates SQL, creates intermediate tables, builds [reports](/features/reports), and explains its reasoning.
  </Step>

  <Step title="Generate reports">
    Kick off a [report](/features/reports) through chat, the Create button, or by executing a [playbook](/features/playbooks). Reports include metrics, charts, and insights — all backed by verifiable data citations.
  </Step>

  <Step title="Verify and share">
    Run [verification](/features/reports#verification) to audit the accuracy of citations, queries, and claims. Share reports and [dashboards](/features/dashboards) with your team.
  </Step>
</Steps>