Connect your AI
and bring Summia into your workflows

Let Claude, ChatGPT, Le Chat, or Gemini run Summia for you: your assistant builds your tables, keeps them up to date, and puts them to use in your other tools.
Summia always does the math.

Connect my AI
Create a vendor bill tracker in Summia from this Excel file
Done: 34 bills, sorted by vendor, with their due dates.
Vendor bills Open

What changes for you

A proposal for every client, priced right

Your AI enters each client’s details into your Summia pricing model, picks up the price Summia calculates, and updates the slide deck or the quote. Every client gets their own version, and the numbers are right.

Clients
Barrett Inc.
Delgado & Sons
Lakeside Design
Pricing
Price per seat per month$39
Seats40
Term24 months
Discount15%
Price$31,824
ProposalBarrett Inc.$10,530
ProposalDelgado & Sons$3,744
ProposalLakeside Design$31,824

Your Monday update, ready before you are

Your AI reads your sales table and writes up the week: what’s up, what’s down, and what needs your attention. On request, or on a schedule if your assistant supports it.

Give me the Monday sales update
This week’s sales
StoreSalesChangeTarget
Chicago$18,400+17.9%$16,000
Denver$12,100−12.9%$12,000
Boston$9,800+3.2%$11,500
Seattle$14,300+2.1%$14,000
Weekly update
  • Chicago: +17.9% vs. last week
  • Denver: −12.9% vs. last week
  • Boston: $1,700 below target

Incoming files go straight into Summia

An export from your CRM, a spreadsheet someone emailed you: your AI imports it into Summia and updates the table, with no copying and pasting.

Sales teamOctober CRM exportXLSXoctober_deals.xlsx
4 deals imported into Summia, total updated.
Pipeline · October
CustomerStageAmount
Harper LogisticsClosed won$48,000
Collins SupplyProposal$12,500
Bennett Co.Meeting$7,800
Foster GroupProposal$21,000
Total$89,300

Answers without opening Summia

“How much is left in the marketing budget?” Your AI reads the table and answers you, with the numbers to back it up.

How much is left in the marketing budget?
There’s $18,300 left of the $60,000 marketing budget, or 30.5%.
2026 budget
DepartmentBudgetSpentRemaining
Marketing$60,000$41,700$18,300
Sales$85,000$52,300$32,700
Support$30,000$26,900$3,100

Three steps

  1. 1 Open connectors In your assistant’s settings, look for the connectors or apps section.
  2. 2 Add Summia Paste the URL https://summia.app/mcp
  3. 3 Connect your account Your Summia documents show up in the conversation.
  • Claude
  • ChatGPT
  • Le Chat
  • Gemini

What you can ask it

For each client in this file, get the price from my Summia pricing model and make a slide
Update my cash flow forecast with the payments that came in this week
Write the Monday update from my sales table
Model a 5% price increase and show me what it does to our margin
Invite Lea to fill in her assumptions in my budget
Who has access to my cash flow forecast?

Your AI can only access the documents in your account, with your permissions. You can disconnect it at any time.

Your AI and your spreadsheets, in one place at last

Try it free