> AI agents: this is one page from Mammoth Analytics documentation. The index of all pages as Markdown is https://mammoth.io/docs/llms.txt. Append `.md` to any docs URL, or send `Accept: text/markdown`, to get Markdown.

# Build dashboards and automations with the AI Agent

> Ask the Mammoth AI Agent to build a dashboard, copy the look of a report you attach, schedule a refresh or email, or set up a webhook dataset.
>
> Applies to: Enterprise plans. Where: Agent › a Build chat

In a Build chat, ask the AI Agent for a dashboard or an automation in plain words, and it builds it and hands you on to the editor. Anything on a schedule waits for your OK (see [Plans and runs](https://mammoth.io/docs/learn/agent/plans-and-runs/)).

## Build a dashboard with the agent

Ask for a dashboard ("Build a dashboard from Revenue", "A one-page summary of Revenue's key numbers", "Add a chart of Revenue to one of my dashboards"). The agent builds it and hands you on with **Open dashboard editor →**. See [Dashboards](https://mammoth.io/docs/learn/dashboards/).

### Build a dashboard that looks like a report you attach

Attach a report or slide deck (PDF, Word or PowerPoint) and ask for a dashboard like it. The agent reads its pages and shows a **Brief** card titled after the file, for example **A dashboard like Q3 board pack**: the board and data it will use, **Colours from the document** and the font, and what it leaves out and why.

| Button | What it does |
| --- | --- |
| **Build it** | Builds the dashboard from this brief. When it's built, click **Open dashboard**. |
| **Change something** | Puts "Change the brief: " in the chat box for you to finish |
| **Not now** | Doesn't build it |

## Set up automations with the agent

Ask the agent to automate something. When the kind isn't clear, it asks:

| Option | What it does |
| --- | --- |
| **Consolidate datasets landing in a folder** | Anything new that lands in the folder gets appended. |
| **Refresh a dataset on a schedule** | Re-pulls a dataset from its source connection on a cadence. |
| **Collect files from cloud storage** | Watches cloud storage and pulls matching files in on a cadence. |
| **Email a report** | Sends a view to recipients, on a schedule or when something happens. |

For a schedule, pick **Hourly**, **Daily** or **Weekly**, or **More options…**, then **Use this schedule**. Click **Open automation →** to see it. See [What you can automate](https://mammoth.io/docs/learn/automate/). To receive data by webhook, ask and the agent sets up a webhook dataset; click **Set up the webhook** to confirm ([Receive data by webhook](https://mammoth.io/docs/learn/get-data-in/webhooks/)).

## Related

- [What the AI Agent can do](https://mammoth.io/docs/learn/agent/skills/): every skill and who can use it.
- [Agent charts](https://mammoth.io/docs/learn/agent/agent-charts/): add a single chart to a dashboard.
- [Results, charts and canvases](https://mammoth.io/docs/learn/agent/results-and-canvas/): share or schedule a dashboard the agent built.

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Source: https://mammoth.io/docs/learn/agent/dashboards-and-automations.md · Updated: 2026-11-08