Modern reporting shouldn’t be about copy-pasting numbers and manually building visuals every month or quarter. With Slideform’s AI analyst, you can turn raw spreadsheet data into insightful metrics, clear charts, and narrative summaries — all without writing a line of code. Slideform goes beyond simple data transfer: it understands your data and helps you extract the key insights that make your presentations meaningful.
Slideform eliminates repetitive reporting work. Whether you're generating client performance reviews, campaign summaries, or internal team updates, Slideform's AI agent can connect directly to your Google Sheets and generate dynamic reports on-demand or on a schedule.
In this post, we’ll break down how the Slideform AI agent works with Google Sheets, how it differs from other AI tools, and how to set it up in just a few steps.
What is Slideform?
Slideform is an AI-enabled automation platform that links data to reports, slides, and documents. Link charts, tables, and metrics directly from your data dashboards and spreadsheets. Or create new charts and analyses with AI and dynamically embed them into your slide deck template. Slideform's scheduling and emailed output make sure you always have the latest reports, fast!
Traditional spreadsheet workflows require you to build formulas, set up pivot tables, and manually design visuals — often repeated for each new reporting period. Slideform’s AI analyst automates this work by:
Identifying trends in your data
Calculating key metrics like growth, averages, and variances
Generating narrative summaries that explain what the numbers mean
Creating visuals such as bar charts, pie charts, and summary tables
This means your reporting shifts from manual assembly to strategic storytelling — you focus on insights, not formatting spreadsheets.
For more examples of how Slideform's AI Analyst differs from typical chat-based AI tools, check out Create Google Slides with AI
Google Sheets is a popular dashboard platform, but getting your data into formatted, client-ready presentations often remains a manual and time-consuming process.
Slideform's Google Sheets-compatible AI Agent solves this by automating:
Data collection – pulling charts, KPIs and tables directly from Google Sheets
Visualization – creating new charts from Google Sheets data
Analysis – generating insights and summaries from Google Sheets data
Formatting – inserting updated content into slide and report templates
Delivery – generating reports at scale, even across hundreds of accounts
With Slideform's AI agent, your team can reclaim hours each week, ensure accuracy, and maintain consistency across all reports—without spreadsheet-to-slides friction.
Slideform can create presentations in either Google Slides or PowerPoint.
There are a few ways teams try to solve the Google Sheets to Slides reporting problem today:
| Method | Feasibility |
|---|---|
| Manual screenshots | From Google Sheets, you can use a screen capture tool. Then insert the image into the slides. This approach is time-consuming, and often misaligned with brand guidelines. |
| Gemini for Google Sheets | You can embed Google Sheets content (chart or table) as a Linked Object in Google Slides. This may work for simple use cases, but this approach has limitations. It is not designed to switch between multiple clients or filters, there is no auto-update or scheduling functionality, and it cannot embed text or numeric values. |
By contrast, Slideform's AI integration with Google Sheets offers the best of all worlds:
Direct Google Sheets integration with real-time data pulls
Templated, branded output in slide or document form with minimal effort
Can be triggered via Slideform app, API, or schedule
Handles chart rendering, text summaries, and layout placement automatically
Easily scaled—generate dozens or hundreds of customized reports at once
This approach is purpose-built for teams that need repeatable, structured, and client-ready reports, not just internal dashboards or simplistic AI "insights".
Slideform is designed especially for reporting, not chatting or answering customer service questions. It handles templating, scheduling, and formatting while staying tightly integrated with your Google Sheets. Here's what it does under the hood:
Connects to Google Sheets: Slideform securely connects to your Google Sheets to pull live data. Slideform's scope is limited to read-only access. It can fetch all the charts, tables, gantt charts, images, links, and the data behind them. It does not use an MCP server for Google Sheets, but instead has a proprietary integration custom-built for Google Sheets.
Creates visuals: The Slideform analyst can create new tables, charts, and time-series graphs from your data using a prompt. The visuals can be formatted, colored, and resized to match your branding. Slideform does this by writing and executing a custom Python script to process and chart your data for you. Just ask it to create a chart and watch it go to work for you. Once the chart is done, you can embed it into a report.
{{number of sessions}} or {{chart:revenue_per_channel}}. The agent replaces these dynamically with data, text, charts, or tables.Scales across clients or teams: The same template can be reused with different filters—for example, by client, region, or category—making bulk reporting fast and consistent.
Enables scheduled and on-demand reporting: Generate a deck instantly, or set it to refresh and deliver on a set schedule.
This level of automation goes beyond typical AI chatbots and text summaries. It's closer to having a full-time reporting assistant who never makes a mistake and never misses a deadline.
Slideform's AI agent for Google Sheets reporting isn’t just a timesaver—it transforms how teams create, distribute, and scale their reporting operations. To create a new metric or chart, just enter a simple prompt. Then, use the Slideform interface to match that element to a placeholder in your slide deck template. Here are a few examples:
Rental Properties Analytics Report: Create a report showing KPIs like total revenue and customer reviews directly from Google Sheets.
Slide template:
Example AI Prompts
Calculate the total revenue from the Google Sheet
Calculate change in revenue compared to prior period
Make a new chart
Write summary bullet points
Slide output:
Other Use Cases -->
Client QBRs: Automatically generate quarterly business review decks using live Google Sheets data, customized for each client’s industry, performance, and goals.
Sales Enablement: Create personalized pitch decks based on custom proposal data or ROI analysis in Google Sheets.
Internal Updates: Provide internal teams with timely, automated reports highlighting KPIs and operational milestones.
Time savings: Eliminate the hours spent copying data and formatting slides.
Consistency: Standardize reports across clients, teams, or regions with templated output.
Accuracy: Pull live data directly from Google Sheets—no risk of outdated screenshots or missed metrics.
Scale: Automate 10 reports or 1,000 without adding headcount.
Brand control: Every report aligns to your company’s style guide, fonts, and color palette.
These improvements are especially impactful for agencies, consultants, or RevOps leaders who are constantly churning out reports—but anyone who uses Google Sheets data for communication will benefit.
Setting up Slideform for Google Sheets reporting is easier than you might expect. Here’s what you need:
Authorize Slideform access with Google Workspace, then select the Google Sheet. You control the scope and can revoke access anytime.
Use your existing Google Slides or PowerPoint deck as a starting point. Replace content blocks with placeholders like {{chart:revenue}}.
Define which Google Sheets data should populate each placeholder. This might include:
Embed an existing chart from Google Sheets
Create new charts and metrics with Slideform's AI Agent
Choose how and when to run the report:
On-demand (via API or UI)
Scheduled (e.g. every Monday at 8am)
Bulk (e.g. generate 100 versions filtered by client or rep)
Slideform uses secure token-based authentication and does not store your report data unless configured to do so. Additional privacy and security information can be found in the Slideform Trust Center.
With Slideform, your team can generate polished, data-driven presentations automatically. Slideform scales with the number of reports you make, and there's no limit to the number of users, data sources, or report templates you can add. You can reuse the PowerPoint or Google Slides decks that you already have, and it's easy to schedule updates and generate new Slides.
With Slideform, Google Sheets reporting doesn’t have to be a chore—automate it and focus on growing your success!