Start a conversation with Cube in Teams to get quick answers about your forecasts, budgets, and variances directly from your financial data. Generate summaries, explore insights, and dig into the details in seconds.
Cube's agentic AI Analyst for Teams is only available to Cube customers with an active contract, and usage limits may apply.
Cube for Teams leverages AI to extract key data points from your analyses and to generate a summary based on the extracted information. AI can make mistakes. You should review any generated content before use.
Connect Cube for Teams to Cube
In Teams, you can reference data from one Cube at a time. Make sure you are in the Cube you want to connect to, then:
- Click Cube for Teams in the left navigation.
- Click Connect Microsoft.
- Click Accept to confirm the permissions requested.
- You’ll see a confirmation that Microsoft is connected and can open Cube for Teams in your Teams app.
Add Cube to Teams
- Click Apps.
- Search for Cube Assistant.
- Click Add next to Cube Assistant.
Type a message to start asking questions and interacting with your Cube data in Teams.
Try asking questions like:
- How much of my marketing budget have I spent this quarter, and where are the biggest cost overruns?
- What’s our current cash runway, and how does it compare to last quarter?
- I need to exceed my budget for events by $200K, are there areas I am under plan I could pull from?
- How do different hiring scenarios affect the overall company P&L?
Switch to a different Cube
While in Teams, you can connect to one Cube at a time. To switch Cubes, log into the Cube you want to connect and repeat the steps above.
Data access & security
Cube for Teams is only available to Cube users. Users can only access the data and dimensions through Cube for Teams, as allowed by their Cube permissions.
Learn more about inviting a new user to Cube or granting data access for a Cube user.