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Quickstart: Your Own Data

Connect a data source, configure the semantic layer, and generate a document from your real data.

1. Create an account

Go to app.motley.ai and sign up with your work email.

If your organisation already uses Motley, ask an admin to invite you.

2. Connect a data source

On the welcome screen, click Connect data, then choose:

Once connected, ingestion starts automatically. This might take a couple of minutes.

3. Install the Claude plugin

→ Plugin Installation

4. Review the semantic layer

After ingestion completes, Motley auto-generates a semantic layer for your source. You can refine it through Claude before generating documents. See semantic layer management.

5. Generate your first document

In Claude, describe what you want:

"Generate a [report type] using [source name]. Include [metrics] for [time range]."

Claude returns a link to the Motley document and a Markdown version of the report inline.

What's next