Build dashboards and automations with the AI Agent
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).
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.
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. 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).
Related
- What the AI Agent can do: every skill and who can use it.
- Agent charts: add a single chart to a dashboard.
- Results, charts and canvases: share or schedule a dashboard the agent built.
Something wrong? support@mammoth.io