Quickstart Guide
5 minGet up and running with Datapad in just 5 minutes. Connect your first data source, ask questions using natural language, and create your first dashboard.
- 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
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.
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.
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")
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.
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"

Share Your Insights
Once you have your insights and dashboards, you can easily share them with your team through various channels.
- Public shareable links
- Email reports (PDF/HTML)
- Slack integration
- Embed in websites
- 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: