Use with AI

Use Gemini, Claude, or ChatGPT on live Kick report data in Google Sheets. Summarize trends, build forecasts, and extend your own dashboards with AI.

Your Kick reports land as live spreadsheet data in your workbook, so Gemini, Claude, or ChatGPT can read and reason over them. Summarize trends, build forecast tabs, and answer questions about your numbers without exporting from Kick.

Want a quick start? use our /advisory Agents

Build dashboards and custom analysis on separate tabs that reference your Kick report tabs. Do not add columns or formulas directly to a report tab, because refresh rewrites report tabs in full. See Google Sheets for setup.

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Prompts vs skills

	Prompts	Skills
What	One-off copy-paste asks	Guided workflows — get started, monthly review, budget vs actual
Best for	Exploration and ad-hoc questions	Repeat use every month
Where	Example prompts below	Free in Agent Builder

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Connect your AI tool

Gemini in Google Sheets

Gemini is already built into Google Sheets, so there's nothing to install. Open the Gemini side panel from the top-right of your spreadsheet and ask it to summarize trends, flag anomalies, or draft commentary on your Kick data.

Best for: quick questions and summaries without any setup.

Claude for Chrome

The Claude for Chrome extension puts Claude in a side panel that can read the spreadsheet you have open, reason across all of its tabs, and build new tabs for you. It requires a paid Claude plan.

From there you can ask analyst-style questions across your whole report package, such as which property or product line is carrying the business, what happens to revenue if you lose the weakest one, or where your customer concentration risk sits.

Claude can also write back to the spreadsheet when you ask it to — for example, a new sensitivity tab modelling forecast net income at several revenue growth rates.

Best for: deep analysis across many tabs, and having AI build new analysis tabs for you.

Claude for Chrome asks for permission before it acts. Keep it in Ask before acting mode so you approve any change before it touches your spreadsheet, and point it at your own dashboard tabs rather than your Kick report tabs, since report tabs are overwritten on refresh.

ChatGPT in Google Sheets

OpenAI's ChatGPT add-on for Google Sheets runs in a sidebar inside your spreadsheet. Install it from the Marketplace, then open it under Extensions → ChatGPT → Open and sign in with your OpenAI account. It can read your cells and formulas, and build or edit tabs in place.

Best for: building spreadsheet structure and formulas with natural language.

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Example prompts

Copy-paste into Gemini, Claude, or ChatGPT after your Kick reports are in the spreadsheet. Send Ground rules first when using Claude for Chrome.

Use case	Prompt
Ground rules (Claude)	I'm going to ask you questions about this spreadsheet data. Act as a professional financial analyst and return all answers in this chat. Don't edit tabs unless I ask you to.
Learn the business	Summarize what this P&L tells you about the business: revenue drivers, margin, and anything unusual in the last 3 months.
Budget vs actual	Add a budget vs actual tab by month. Flag variances over 10%.
Rolling forecast	Add a 12-month rolling forecast tab.
OpEx changes	What changed most in operating expenses vs last month, and what should I look into?
Month-end variances	Summarize the top three variances for my month-end review.

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Prefer to work outside of Sheets?

Kick also supports access to your financial data via MCP, which lets AI tools query your reports directly without needing to export anything. Learn more about Kick AI & Automation →

Any AI tool you connect to a spreadsheet containing Kick data can read that financial data, and third-party tools are governed by their own privacy and data-training policies, not Kick's. Review those settings before pointing an AI tool at sensitive financials.

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← Google Sheets