Guides
Step-by-step guides for connecting sources, creating skills, and automating workflows with alice
Guides
Detailed walkthroughs for every alice feature, from connecting your first data source to building advanced cross-source queries with automated delivery. Each guide includes screenshots, code examples, and tips for getting the most out of your setup.

Data Sources
Connect the systems alice queries. Each source uses OAuth for secure, credential-free setup. alice never stores your API keys directly -- credentials are encrypted with AES-256 at rest and all queries run in read-only mode.
- Connect Stripe -- Revenue, subscriptions, customers, payments, and churn signals from your Stripe account. Includes available actions like tagging customers and adding notes.
- Connect Supabase -- Your application database: users, custom tables, and any Postgres data. Includes project picker, RLS enforcement details, and security model.
Coming soon: PostHog (product analytics), Linear (engineering tickets), Crisp/Intercom (support), and HubSpot (CRM).
Creating Skills
Skills are saved queries you run from Slack with /alice <skill-name>. There are three ways to create them, depending on how much control you need.
- Create a Skill -- Full walkthrough of the 6-step skill builder: Setup, Query, Format, Trigger, Schedule, and Review. Covers all five query modes (Visual Builder, Raw SQL, Stripe API, Stripe Metric, and Combined) with the test panel for validating results before saving.
- AI Skill Generation -- Describe what you want in 10-500 characters of plain English. alice analyzes your connected sources and generates a complete skill with name, query, parameters, and output format. Edit anything before saving.
- Skill Templates -- Browse 22 pre-built templates across six categories (Revenue, Churn, Payments, Trials, Customers, Digests). Install with one click, then customize as needed.
- Combined Queries -- Join data across Stripe and Supabase in a single skill. Query multiple sources in parallel, join results in memory by a shared key (email, customer ID), and get cross-source intelligence like churn risk or expansion readiness.
Configuring Skills
Fine-tune how skills accept input and display output in Slack.
- Parameters -- Add dynamic inputs that users pass when running a skill. Support for string, number, date, and select types with defaults and validation.
- Formatting Output -- Control how results render in Slack. Eight output types: Table, Summary, List, Text, CSV, PDF, Chart (Image), and Modal. Each with column mapping, format options, and template variables.
Automation
Set skills to run automatically and alert you when conditions change.
- Scheduled Reports -- Deliver metrics to a Slack channel on a cron schedule. Configure presets (weekday mornings, weekly, hourly) or write custom cron expressions with timezone support.
- Monitors -- Define conditions on skill results (e.g., "notify when churn rate > 5%") and get alerts in Slack when thresholds are crossed. Configurable poll intervals and cooldown periods.
Actions
Attach one-click operations to skill results so your team can act directly from Slack without switching context.
- Actions -- Tag customers in Stripe, send Slack DMs, open records in Stripe, copy values to clipboard, trigger webhooks, and more. All actions are safe by design -- no destructive operations like cancels, deletes, or refunds.
Where to Start
If you are new to alice, follow this path:
- Quickstart -- Sign up and run your first query in under 5 minutes
- Connect Stripe or Connect Supabase -- Add your first data source
- Skill Templates -- Install a pre-built template to see alice in action
- Create a Skill -- Build a custom skill tailored to your workflow
- Scheduled Reports -- Automate delivery to your team's Slack channel
For a conceptual overview of Skills, Sources, Triggers, and Actions, see Core Concepts. For plan limits and pricing details, see Plans and Pricing.
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