Quickstart Guide

This guide will help you analyze your first dataset with Formula Bot in under 5 minutes.

Step 1: Create Your Account

1. Visit formulabot.com/signup
2. Enter your email and create a password
3. Verify your email address

You'll get free messages to start exploring. No credit card required.

Step 2: Upload Your Data

Once logged in, you'll see the dashboard. There are two ways to add data:

Option A: Upload a File

1. Click My Data in the sidebar
2. Drag and drop your file into the upload area, or click to browse
3. Supported formats: Excel (.xlsx, .xls), CSV, PDF, Google Sheets

Option B: Connect a Database

1. Click Connectors in the sidebar
2. Select your data source (Google Analytics, MySQL, etc.)
3. Follow the connection wizard

Step 3: Start a New Chat

1. Click New Chat in the sidebar
2. Your uploaded files or connected data sources will appear in the left panel
3. Select the data you want to analyze

Step 4: Ask Your First Question

Type a question in the chat input and press Enter. Here are some examples to try:

For sales data:

• "What are the total sales by month?"
• "Show me the top 10 products by revenue"
• "Create a pie chart of sales by category"

For website analytics:

• "What were the top pages last week?"
• "Show traffic trends over the past 30 days"
• "Compare this month's sessions to last month"

For general analysis:

• "Summarize this data"
• "What are the key trends?"
• "Are there any outliers?"

Step 5: Explore the Results

Formula Bot will respond with:

• Text explanations of findings
• Charts and visualizations you can customize
• Data tables you can sort and filter

Interact with Charts

• Click on chart elements for details
• Use the toolbar to change chart types
• Download charts as images

Export Your Data

• Click the export icon to download results
• Choose from Excel, CSV, or PDF formats

What's Next?

Now that you've completed your first analysis, explore more features:

• Learn about AI Chat features
• Connect a database
• Create automated Playbooks