Get Started with a Simple Implementation Process

Unlike complex data projects that take months to implement, this workflow can be operational within days:

1. Create a NocoDB account and import your spreadsheet data
2. Copy your table ID for reference
3. Generate an API token in NocoDB
4. Update the workflow settings with your table ID
5. Configure the NocoDB node with your API token
6. Specify workspace and base fields to complete the connection

Start Asking Questions Immediately

Once configured, your team can begin asking natural language questions about your financial data and receive instant answers with professional visualizations. This creates immediate value and ROI with minimal setup time.

Next Steps

• Identify your most valuable spreadsheet data for initial implementation
• Schedule a demo to see the workflow in action with your own data
• Plan a phased rollout to expand the system across departments

Take the first step toward transforming how your organization interacts with data and makes decisions.