INTELLIGENCE
Guides

How to Set Up Ask Zia in Zoho Analytics
Ask Zia is the built-in AI assistant in Zoho Analytics that lets you create reports, dashboards, and data pipelines using plain English prompts. It is included at no extra cost on Premium and Enterprise plans, supports synonym training so it understands your business terminology, and can forecast trends or flag anomalies automatically. This guide walks through the full setup from data import to your first AI-generated dashboard.

How to Set Up Powerdrill Bloom for Data Analysis
Powerdrill Bloom is an AI-first data exploration platform that lets you upload a spreadsheet, receive automated analysis through AI agents, and export findings as presentation-ready slides. This guide walks through account creation, your first data upload, navigating the AI canvas, asking follow-up questions, and exporting results to PowerPoint. No SQL or coding knowledge is required to get started.

How to Set Up JetBrains Databao for Data Analysis
Databao is an open-source data agent from JetBrains that lets you query databases in plain English and get answers as text, charts, and tables. You install it with pip, connect a database through SQLAlchemy, configure an LLM provider, and start asking questions in Python or through the CLI. It supports PostgreSQL, MySQL, Snowflake, BigQuery, DuckDB, SQLite, and Pandas DataFrames, and ranked first on the Spider 2.0 DBT benchmark for text-to-SQL accuracy.

How to Set Up the Hex Notebook Agent
The Hex Notebook Agent is an AI assistant built into the Hex analytics platform that generates SQL, Python, charts, and pivot tables from plain-English prompts. To set it up, create a free Hex account, connect a data warehouse, enable AI features in workspace settings, and open a new project where the agent appears as a sidebar ready to build and edit notebook cells on your behalf.

How to Use NotebookLM Data Tables
Google NotebookLM Data Tables lets you turn unstructured documents into clean, column-based tables using plain English prompts. You upload sources such as PDFs, meeting transcripts, or web pages into a notebook, describe the table structure you need, and NotebookLM extracts the relevant data into rows and columns. The resulting tables can be exported directly to Google Sheets for further analysis, sharing, or visualization.

How to Set Up ChatGPT for Excel
OpenAI's ChatGPT for Excel is a beta add-in that brings GPT-5.4 directly into Excel workbooks. It lets users build financial models, run scenario analysis, clean data, and trace formula errors using plain English prompts. The add-in is available to ChatGPT Plus, Pro, Business, Enterprise, and Edu subscribers in the US, Canada, and Australia. This guide covers installation, core workflows, and the new financial data integrations with FactSet, S&P Global, and Moody's.

How to Set Up and Use Metabase Metabot
Metabase Metabot is an AI assistant that lets teams ask questions in plain English and receive SQL-backed charts, query results, and data summaries directly inside Metabase. It integrates with your existing data models and permission settings so users only see data they are authorized to access. Metabot is available as a paid add-on for Metabase Cloud instances and requires admin configuration before use.

How to Set Up Pecan AI Predictive Agent
Pecan AI launched its Predictive Agent in January 2026, letting operations managers and business analysts build ML-based forecasts for churn, demand, and lifetime value without writing code or involving a data scientist. The platform works through a five-step conversational and SQL notebook workflow. Users connect a data warehouse or upload a CSV, answer four plain-English questions about their prediction goal, and receive a trained model within 15 to 60 minutes.

How to Set Up Omni Analytics for Reporting
Omni Analytics is a business intelligence platform that connects to your existing data warehouse and lets team members query data in plain English without writing SQL. To get started, you connect a supported database such as Snowflake, BigQuery, or PostgreSQL, build a semantic model called a Topic, add business context to tune the AI assistant, and publish dashboards for self-service reporting. Most teams complete setup in under two hours.