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Rollstack

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Rollstack automates presentations and documents from BI and analytics data sources into slides, docs, and email. Keep reporting current with scheduled updates, templates, and distribution workflows.

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Automated presentations and documents

Rollstack is a platform for automating presentations and documents with data from business intelligence, analytics, and related data sources. It connects tools such as Tableau, Looker, Metabase, Power BI, Google Sheets, and Excel to output formats including PowerPoint, Google Slides, Word, Google Docs, and email.

The product is designed for recurring reporting workflows where teams need current, accurate content without rebuilding slides or documents by hand. Its main purpose is to pull data into templates, refresh them on schedule, and distribute the finished reports at scale.

Core features

Data connections to content

Connect data sources directly to slide decks and documents so reports can pull in live information instead of requiring manual copy and paste.

Scheduled updates

Schedule slide deck and document updates so recurring reporting can refresh automatically on a set cadence.

AI-powered data analysis

Use Rollstack’s AI to evaluate visualizations and report data and surface analysis and insights for reporting workflows.

Scalable content generation

Turn a presentation or document into a template and generate multiple content variants for scaled reporting across teams or clients.

Automated distribution

Distribute finished content through email and other channels as part of the same automated workflow.

Workflow controls

Manage rollouts with version control, collections for scaled creation, and access controls shown on the pricing page.

Common use cases

  • Recurring business reporting

    Build recurring QBRs, financial decks, and client scorecards that refresh from connected data sources instead of being rebuilt manually each cycle.

  • Scheduled report refreshes

    Keep client-facing or internal presentations current by scheduling updates to slides and documents on a regular cadence.

  • Template-based variants

    Create multiple versions of the same presentation or document for different clients, departments, or audiences using templates and scaled creation.

  • Automated report distribution

    Send finished reports through email and related distribution channels as part of an automated publishing workflow.

  • Cross-functional reporting workflows

    Support teams that need to reduce manual reporting work while keeping data-driven materials current and consistent across documents and decks.

Pros and Cons

Pros

  • Connects common BI and spreadsheet sources to presentation and document formats.
  • Supports recurring reporting through scheduled updates and template-based generation.
  • Includes AI-assisted analysis for report data and visualizations.
  • Offers distribution workflows beyond file creation, including email-based delivery.
  • Provides enterprise-oriented controls such as SSO, access management, and support tiers.

Cons

  • Pricing is not fully public for every plan; Premium and Enterprise use a contact-sales flow.
  • The source does not show a free tier, and trial availability is not clear from the provided pages.

FAQ

What does Rollstack do?

Rollstack is built to connect data sources to presentations and documents so recurring reports, decks, and scorecards can be updated automatically.

Which tools and formats does Rollstack support?

The source pages show Rollstack connecting tools such as Tableau, Looker, Metabase, Power BI, Google Sheets, Lightdash, Microsoft Excel, and Omni to PowerPoint, Google Slides, Word, Google Docs, and email.

Who is Rollstack for?

Rollstack is positioned for teams that produce recurring business reporting, including data and analytics, finance, business operations, customer success, and marketing.

Does Rollstack have pricing plans?

The pricing page shows paid plans with Standard, Premium, and Enterprise options, with some plans using a contact-sales flow.

Does Rollstack support enterprise security needs?

The source mentions enterprise-grade security, local storage for slides and documents, SOC 2 Type II, HIPAA, GDPR, AES, and SSO-related controls.

Quick Facts

Category
Reporting automation
Primary outputs
PowerPoint, Google Slides, Word, Google Docs, email
Common data sources
Tableau, Looker, Metabase, Power BI, Google Sheets, Excel
Primary users
Data & Analytics, Finance, Business Operations, Customer Success, Marketing
Website
rollstack.com
Pricing model
Paid plans with Standard, Premium, and Enterprise options