Trellis Data Insights
Four products · One platform

Ask your data
anything.

IN NATURAL LANGUAGE.

Ask questions, chat with your documents, build dashboards, and run deep-dive analyses — all in plain English. Then let Trellis watch your numbers and message you when something needs attention.

Read-only access
Encrypted credentials
No technical skills required
Watches your numbers daily
Cited answers
Your customers stay private
trellis · chat
Ask your Data chat answering a profit-margin question with SQL, table, and chart
trellis · docs
Ask your Documents chat citing an invoice PDF opened side-by-side
trellis · dashboard
Auto-generated Trellis dashboard with KPI cards, trend charts, and embedded chat
trellis · deep dive
Deep Dive report with executive summary and diagnostic insights

Four products. One platform.

Ask questions, chat with your documents, build dashboards, and run deep-dive analyses — the whole analytics workflow, no data team required.

01

Ask your Data

Ask business questions in plain English and get instant charts and tables straight from your database — no technical skills required.

02

Ask your Documents

Upload PDFs, reports, and contracts, then get answers with citations down to the exact source and page.

03

Build a Dashboard

Pick a data source and the AI composes a live dashboard of your most important insights — within minutes.

04

Run a Deep Dive

Ask a big question and get back a reviewed, multi-step report with evidence and clear recommendations — not just a single answer.

Why teams choose Trellis

Works with your data

Connect your Shopify store, BigQuery, Snowflake, SQL Server — or just upload a spreadsheet. Every source works the same way.

Understands your business

The AI learns what your columns mean and how your tables relate, so answers stay accurate.

Read-only & encrypted

The AI can only read your data — never modify or delete. Credentials are encrypted, never stored in plain text.

Charts, automatically

Every answer arrives with the right chart — bar, line, or scatter — without any configuration.

Cited, trustworthy answers

Document answers reference the exact source and page, so you always know where an insight came from.

No code, no setup

No SQL, no Python, no dashboard tools to learn. If you can type a question, you can get insights.

How it works

01

Connect your data

Point to a database, upload a spreadsheet, or add documents to a library. The AI automatically learns your data and understands what everything means — no technical setup needed.

02

Ask in plain English

Type your business question. The AI finds the answer instantly, no matter how your data is structured. Ask follow-ups to dig deeper.

03

Get charts, dashboards & deep dives

Every answer comes with the right chart automatically. Build a full dashboard of key insights in minutes, or run a Deep Dive for a reviewed, multi-step report with recommendations.

04

Then Trellis keeps watch

Turn on the weekly digest and set alerts on the numbers you care about. Trellis checks them for you and messages you on Telegram or email — you don't have to remember to look.

Digests & Alerts

Trellis messages you
when it matters.

A chatbot only answers when you ask. Trellis also watches your business for you — a weekly summary of your numbers, and instant alerts when something crosses a limit you set.

A weekly digest of your numbers — what moved and why
Alerts check the metrics you care about every day
One message when a limit is crossed, one when it recovers
Delivered to Telegram or email — nothing to remember
Weekly digest · Monday 9:00
Your week: sales $12,410 (↑ 8%) on 214 orders. Candles drove the gain; garden sets slipped 12%. 31 new customers — your best week since March.
Alert · Wednesday 8:12
Refund rate hit 5.4% — above your 5% limit.
Alert · Friday 8:07
Back to normal — refund rate is 4.1%, under your limit again.
Delivered by Trellis · Telegram or email
Deep Dive
A completed Deep Dive report: executive summary, current status, and diagnostic insights
Deep Dive Analysis

Ask a big question.
Get a full report back.

Deep Dive clarifies what you need, investigates across your data, reviews its own findings, and delivers a structured business report — not just a single answer.

Clarifying questions focus the analysis before it runs
Coordinates multiple queries into one investigation
An independent AI reviewer checks every finding
Summary, insights, and recommendations — exportable
Document Intelligence

Ask your documents
anything.

Upload PDFs, reports, and contracts to a document library. Ask questions in plain English and get instant answers — no digging through pages required.

Upload PDFs, Word docs, and more
Ask across multiple documents at once
Every answer cites the exact source and page
Organize documents into named libraries
Library4 docs
Ask your Documents: a cited answer with the source invoice PDF open beside the chat
900+ questions answered last month

Built for business owners,
not analysts.

Early users run stores, online shops, and operations teams — no technical background required.

We went from “I’ll pull that number next week” to answering it live in the meeting. The dashboard basically built itself.

M
Maya R.
Owner, home & garden e-commerce

I dropped our supplier contracts and monthly reports into a library and now I just ask. The page citations mean I actually trust the answers.

D
Daniel K.
Operations manager, distribution

A deep dive found the discounting problem we’d been arguing about for months — with the evidence to settle it.

S
Sarah T.
Co-founder, specialty retail

Ready to get answers
from your data?

Start free and explore all four products. Upgrade when you need more.