How to Automate AI-Powered BI Presentations and Reports with Scoop

Turning data into insights and delivering those insights in a compelling way shouldn’t be a struggle. For teams in sales, marketing, finance, and operations, building data-driven presentations often feels like a slog. Scoop changes that, giving you the tools to create AI-powered BI presentations that combine live data, insightful analysis, and stunning design—all in just a few clicks.

Step 1: Connect Your Data Sources

Scoop connects seamlessly to your data sources—CRMs, marketing platforms, financial tools, and more. By integrating directly, Scoop organizes and prepares your data for analysis and presentation, without you having to lift a finger. It’s not just about pulling raw data; Scoop ensures your information is clean, contextual, and ready to tell the full story.

Step 2: Use Text Prompts to Generate Presentations and Reports

Scoop lets you generate entire BI presentations with a single text prompt. Need to explain what drove growth this quarter or share campaign results? Just type “Create a quarterly sales presentation”, and Scoop does the work. It pulls the data, analyzes it, and designs the slides—all tailored to your query. No more worrying about formats or wondering which data matters most—Scoop’s AI makes it easy.

Step 3: Automated Chart Generation and Customization

When Scoop generates visuals and summaries, it doesn’t just stop at default charts. It gives you the flexibility to refine and customize your presentation to make sure it tells the right story. Adjust filters, tweak properties, and add your own context directly in Scoop’s report editor.

AI can feel like a black box, but with Scoop, the process is transparent. You can see the work behind the scenes and make sure your data-driven story aligns with your narrative. Scoop’s AI does the heavy lifting so you can focus on delivering meaningful insights.

Step 4: Present with Live Data or Write Back to PowerPoint

With Scoop, your presentations are always connected to live data. Whether you present directly from Scoop or write back to PowerPoint, your slides stay accurate and up-to-date, even during last-minute changes. You’re not just syncing data—you’re presenting live, ensuring that what you show is always relevant and reliable.

Why Data Ownership Matters with Scoop

Scoop’s end-to-end data integration ensures your AI-powered BI presentations are based on trustworthy, complete data. Other tools may claim to use AI, but without direct access to your data sources, they often rely on preset configurations that can leave you with missing properties or incomplete insights.

Scoop is different. By setting up your own connections using Scoop’s APIs and scooping methods, you maintain full ownership of your data. This means the AI has access to everything it needs to deliver accurate, comprehensive insights—no blind spots, no shortcuts, just clarity and confidence in every report.

Real-World Use Cases: How Teams Use Scoop

Quarterly Sales Reviews

Sales teams use Scoop to create presentations that showcase pipeline performance, top accounts, and growth metrics. Instead of manually pulling reports from CRMs or spreadsheets, a text prompt like “Show Q3 sales performance by region” generates a fully visualized, live presentation in minutes.

Campaign Performance for Marketing Teams

Marketing operations teams rely on Scoop to deliver campaign insights quickly. Whether it’s tracking ad spend, conversions, or ROI, Scoop integrates with tools like Google Analytics and CRMs to provide a complete performance summary.

Financial Forecasting

Finance teams use Scoop to create presentations for budgeting or forecasting. With live data integrations, Scoop ensures that every projection and metric reflects the most current financial information.

Scoop Empowers Teams Beyond the Dashboard

Traditional BI tools focus on dashboards and charts but often leave non-technical users frustrated. Scoop changes the dynamic by empowering everyone on your team—regardless of their technical expertise.

For Non-Technical Users

With Scoop’s text prompt capabilities, non-technical users no longer need to rely on data teams to pull insights. Just ask a question, and Scoop generates the answers and visuals, removing barriers to data exploration.

For Operations Teams

Operations teams, who are often stuck bridging the gap between data and decision-makers, find Scoop particularly useful. Its automation features free up time for strategic work, allowing them to deliver insights instead of wrestling with reports.

For Leadership

Leaders benefit from Scoop’s polished, presentation-ready outputs. They can trust that the data presented is accurate, up-to-date, and actionable, enabling better decision-making in real time.

Why Teams Love Scoop

Ask Questions, Get Data Stories

Using text prompts, Scoop figures out what data you need and how best to present it. Instead of wading through endless dashboards or struggling to design slides, you ask the questions, and Scoop delivers a fully formed BI presentation.

Focus on the Story, Not the Work

Scoop does the hard part—analyzing your data, generating charts, and designing slides—so you can focus on delivering insights and driving decisions. It’s not just about saving time; it’s about elevating how you present your data.

Live, Accurate Insights

Your presentations stay connected to live data, ensuring they’re always accurate and actionable. Whether you’re preparing weeks ahead or scrambling before a meeting, you can trust that Scoop has your back.

Beautiful, Actionable BI Presentations

Scoop combines the power of AI with the art of storytelling, creating presentations that are visually stunning and packed with actionable insights. This isn’t just data—it’s a narrative designed to make an impact.

AI-Powered BI Presentations: The Future of Reporting

Scoop transforms reporting by combining data analysis, visualization, and storytelling into a seamless process. It’s not just about creating slides—it’s about building presentations that tell a story, answer questions, and inspire decisions. With live data, intuitive prompts, and stunning designs, Scoop makes reporting smarter, faster, and more impactful.

Ready to deliver your next AI-powered BI presentation? Start with Scoop today and experience the difference.