Configuration Reference¶

presentation:
  name: "Deck Name"
  name_fn: custom_name_fn # optional
  slides: [...]

provider:
  type: "google_slides" # or "google_docs" (use "google_sheets" with workbook schema)
  config: {...}

citations: {...} # optional source provenance output

template_paths: ["./templates"] # optional additional paths (prepended before defaults)
registry: ["./registry.py"] # optional

provider:
  type: "google_sheets"
  config: {...}

workbook:
  title: "Weekly KPI Snapshot"
  tabs:
    - name: "kpi_current"
      mode: "replace"
      start_cell: "A1"
      include_header: true
      data_source: {...}
      ai:
        summaries:
          - type: "ai_text"
            config:
              name: "kpi_summary"          # optional; auto-generated if omitted
              provider: "openai"
              provider_args: {model: "gpt-4o-mini"}
              prompt: "Summarize this tab"
              mode: "latest"               # latest|history
              placement:
                type: "same_sheet"         # same_sheet|summary_tab
                target_tab: "kpi_current"  # required for summary_tab; optional for same_sheet
                anchor_cell: "H2"
                clear_range: "H2:H20"      # latest mode only

citations:
  enabled: true
  mode: "model" # model | execution | both
  location: "per_slide" # per_slide | per_section | document_end
  max_items: 25
  dedupe: true
  include_query_text: false
  repo_url_template: null

- type: "..."
  config: {...}

- type: "text"
  config:
    placeholder: "{{TOTAL}}"
    replacement: "42"
    data_source: {...}         # optional
    data_transforms: [...]     # optional
    value_fn: compute_total    # optional
    value_fn_args: {currency: "USD"}

- type: "table"
  config:
    prefix: "METRIC_"
    data_source: {...} # optional if static replacements provided
    replacements:      # optional static map
      "{{METRIC_1,1}}": "Revenue"

- type: "ai_text"
  config:
    placeholder: "{{SUMMARY}}"
    prompt: "Summarize key insights"
    provider: "openai"          # or "databricks" / "gemini" / class / instance / callable
    provider_args:
      model: "gpt-4o"
    data_source: {...}            # optional (single or list)

- type: "..."
  config: {...}

- type: "plotly_go"
  config:
    title: "Revenue"
    data_source: {...}
    traces:
      - type: "bar"
        x: "$month"
        y: "$revenue"
    layout_config:
      yaxis:
        title: "USD"

- type: "template"
  config:
    template_name: "bars/bar_basic"
    template_config:
      title: "Monthly Revenue"
      x_column: "month"
      y_column: "revenue"
    data_source: {...}

- type: "custom"
  config:
    chart_fn: build_custom_chart
    chart_config:
      variant: "stacked"
    data_source: {...}

type: "csv"
name: "sales_csv"
file_path: "./data/sales.csv"

type: "json"
name: "events_json"
file_path: "./data/events.json"
orient: "records"

type: "databricks"
name: "warehouse_query"
query: "SELECT * FROM mart.sales LIMIT 100"
# optional connector runtime overrides:
# socket_timeout_s: 300
# retry_max_attempts: 30
# retry_max_duration_s: 900
# retry_delay_min_s: 1
# retry_delay_max_s: 60

type: "duckdb"
name: "local_duckdb_query"
database: "/tmp/analytics.duckdb" # optional; defaults to ':memory:'
read_only: true # optional; defaults to true
file_search_path: # optional; list or comma-separated string
  - "/tmp/data"
  - "/tmp/snapshots"
query: "SELECT * FROM sales_summary"

type: "dbt"
name: "dbt_model"
model_alias: "revenue_model"
dbt:
  package_url: "https://$GIT_TOKEN@github.com/org/repo.git"
  project_dir: "/tmp/dbt_project"
  branch: "main"
  target: "prod"
  vars:
    as_of_date: "2026-02-18"
warehouse:
  type: "databricks"

type: "dbt"
name: "dbt_model_bigquery"
model_alias: "revenue_model"
dbt:
  package_url: "https://$GIT_TOKEN@github.com/org/repo.git"
  project_dir: "/tmp/dbt_project"
  branch: "main"
  target: "prod"
warehouse:
  type: "bigquery"
  project_id: "my-gcp-project"
  location: "US"
  credentials_path: "/path/to/service-account.json"

type: "dbt"
name: "dbt_model_duckdb"
model_alias: "revenue_model"
dbt:
  package_url: "https://$GIT_TOKEN@github.com/org/repo.git"
  project_dir: "/tmp/dbt_project"
  branch: "main"
  target: "prod"
warehouse:
  type: "duckdb"
  database: "/tmp/warehouse.duckdb"
  read_only: true
  file_search_path:
    - "/tmp/dbt_project"
    - "/tmp/data"

type: "databricks_dbt"
name: "dbt_model"
model_alias: "revenue_model"
package_url: "https://$GIT_TOKEN@github.com/org/repo.git"
project_dir: "/tmp/dbt_project"
branch: "main"
target: "prod"
vars:
  as_of_date: "2026-02-18"