Quickstart Guide

5 min

Get up and running with Datapad in just 5 minutes. Connect your first data source, ask questions using natural language, and create your first dashboard.

What you'll accomplish
  • Connect your first data source
  • Ask your first question in natural language
  • Generate your first dashboard automatically
  • Share insights with your team

Prerequisites

Before you begin, make sure you have:

  • • A Datapad account (sign up here)
  • • Access to at least one data source (database, spreadsheet, or marketing tool)
  • • Basic understanding of your business metrics
1

Connect Your First Data Source

Start by connecting your most important data source. This could be your database, Google Analytics, or any of our 50+ supported integrations.

Database
PostgreSQL, MySQL, MongoDB
Analytics
Google Analytics, Mixpanel
Marketing
Google Ads, Facebook Ads
2

Ask Your First Question

Once your data is connected, navigate to the AI Chat and ask a question in plain English. Datapad will understand your question and generate the appropriate analysis.

Example Questions to Try

For E-commerce:

  • "Show me my top selling products this month"
  • "What's my conversion rate trend?"
  • "Which marketing channel drives the most revenue?"

For SaaS:

  • "What's my monthly recurring revenue growth?"
  • "Show me user engagement metrics"
  • "What's my churn rate by customer segment?"

📝 Writing Good Questions

The more specific your question, the better the answer. Include:

  • • Time periods ("this month", "last 30 days")
  • • Specific metrics you care about
  • • Comparisons ("compared to last month")
3

Generate Your First Dashboard

After getting insights from your questions, you can ask Datapad to create a dashboard that automatically includes the most relevant metrics for your business.

Dashboard Generation Examples

Simple Request:

"Create a dashboard for my e-commerce performance"

Specific Request:

"Build a marketing dashboard showing ad spend, conversions, and ROAS for the last 3 months"

Metric Tracking Dashboard Request:

"Create a comprehensive dashboard for tracking roi across different marketing channels"

Executive Request:

"Create an executive dashboard with our key business metrics and trends"

Example Dashboard Screenshot
4

Share Your Insights

Once you have your insights and dashboards, you can easily share them with your team through various channels.

Share Options
  • Public shareable links
  • Email reports (PDF/HTML)
  • Slack integration
  • Embed in websites
Team Collaboration
  • Invite team members
  • Comment on insights
  • Shared workspaces
  • Role-based permissions

🎉 Congratulations!

You've successfully set up Datapad and created your first insights. Here's what to explore next:

More Integrations
Connect additional data sources to get a complete view
AI Workflows
Use pre-built workflows for common business tasks
Advanced Queries
Learn to write more effective natural language queries
Need Help?
Our team is here to help you set up your integrations successfully