Intellrise
How-to

Chat with your SQL Server data

Updated 2026-10-07

Ask a question of your SQL Server data and Intellrise writes the SQL, draws the chart, pins it to a dashboard and hands you the answer as PDF, Excel or PowerPoint. Getting the data in is one step: save the table or query result as a CSV and upload it.

Uploads are on Pro, $29 a month, and the 14-day Pro trial needs no card. A team of five gets the same for $100 a month. You also add a free AI key, which takes about a minute (how).

  1. 1

    Export your SQL Server data

    Run the query you want to ask about in the SQL Server tool you already use, and save the result as a CSV file — or export the table to CSV or Excel. There are no credentials to hand over: what you upload is the file, and nothing reaches back into your server.

  2. 2

    Create your account and add your AI key

    Sign up, then add an AI key. A free Google Gemini key takes about a minute to create (how).

  3. 3

    Upload your file

    Add a data source, choose CSV or Excel upload, and select your export. Column types are inferred automatically; you can correct them and describe what each column means.

  4. 4

    Let the AI read and annotate your schema

    The analyst treats the file as a table and infers each column's type. Describe any ambiguous columns once so future questions map cleanly.

  5. 5

    Type your first question

    Ask something like "Sales by region this quarter vs last". On a question the analyst judges complex — a join, a query spanning two sources, several steps — it shows a readable plan and waits for you to approve it before running anything; on one it judges simple it runs first and shows you afterwards. Either way you get the same two controls on every answer: Show SQL gives you the exact query that produced the number, and Show table gives you the rows it returned with their count. That is how you check a figure instead of trusting it. Refine by chatting, then pin it to a dashboard or save it as a report.

What Intellrise adds to an uploaded file

An uploaded file is a snapshot: we store the copy you send and analyse that, so when the underlying data changes you upload it again. What it adds over pasting the same file into a general-purpose chatbot is that on complex questions it shows a readable plan before running anything, on every answer the exact SQL and the rows it returned are one click away, and it saves what your fields mean against that source — so the next question already knows them instead of guessing. If you want answers that refresh without re-uploading, connect a Google Sheet or a database instead; the Google Sheets connection works on the Free plan.

SQL Server exports: things to know

  • Export only the columns and the date range your questions need. Uploads are limited to 10 MB per file, and a narrower export is also quicker to ask about.
  • File upload is a Pro feature, and every new account starts with 14 days of Pro, no card.
  • Keep one header row and one row per record — a result set straight out of a query already has that shape; a formatted report with subtotals does not.

Example questions to ask your SQL Server data

  • Sales by region this quarter vs last
  • Average order value by customer segment
  • Open support tickets by priority

Frequently asked questions

Not today. Export the data you want to ask about and upload it, as above. PostgreSQL, MySQL and Redshift connect directly, and an uploaded SQL Server export can be joined with any of them — or with a Google Sheet — in one question.

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The one-stop AI data analyst that knows your schema.

One place from question to finished work: the SQL, the chart, a dashboard your whole team can open, and a report that emails itself every morning. It learns what your columns mean, so nobody explains a field twice. Start free with one database plus Google Sheets, or take 14 days of Pro with no card.

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Every new account starts on a 14-day Pro trial with no card. After it lapses, the free tier stays free.