> 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.

# Automate and share data in Mammoth: exports, dashboards

> How Mammoth keeps data current and gets it out: AI dashboards, docs and slides, five automation types, downloads and export destinations.
>
> Applies to: Where: View › Export, or Dashboards › Create

Once a view's pipeline is built, Mammoth keeps it current with automations and gets the results out as dashboards, docs, slides, downloads and exports. Start from **Dashboards** > **Create**, the **Automations** tab in the Data Library, or **Export** in the view toolbar. For what Mammoth is as a whole, see [What is Mammoth](https://mammoth.io/docs/learn/start/what-is-mammoth/).

## Build dashboards, docs and slides with AI

Click **Dashboards** in the left sidebar, then **Create**. Pick your data, choose a format and describe what you need. The AI reads your columns and builds a styled, interactive **Dashboard**, **Doc**, **Slides** deck, Q&A page or Explore page, which you refine with the AI chat or by hand. See [Create a dashboard](https://mammoth.io/docs/learn/dashboards/create/) and [Docs and slides](https://mammoth.io/docs/learn/dashboards/docs-and-slides/).

![Product Performance Dashboard with a Dashboard Assistant prompt, filters, revenue metrics, a revenue-by-category donut chart, and a brand bar chart](https://mammoth.io/docs/images/20260324_053211_Completeworkflowdiagram-1.webp)

![Sales Performance dashboard with filter pills, a one-paragraph summary, four headline numbers and charts of deal value over time and won against lost by region](https://mammoth.io/docs/images/20261108_160010_Dashboard-open-look.webp)

Share with **Sign-in required** (people with a Mammoth account), **Anyone with the link and password**, or **Anyone with the link**. You can also send email updates and see who read it, for executive reporting, stakeholder updates or client dashboards. See [Publish and share a dashboard](https://mammoth.io/docs/learn/share-and-export/share-a-dashboard/). Your plan sets how many dashboards you can publish and your monthly AI generations ([Limits and quotas](https://mammoth.io/docs/learn/help/limits/)).

## Automate refreshes, exports and emailed reports

Automations run recurring work without manual steps, from the **Automations** tab in the Data Library:

| Type | What it does |
| --- | --- |
| **Dataset Refresh** | Fetches the latest data for datasets from a database, app or API connector, or from a URL. Several datasets can refresh **In parallel** or **In a sequence**. |
| **File Collection** | Collects files from cloud folders into a Mammoth folder. Available on plans that include it. |
| **Data Consolidation** | Combines or replaces a dataset's data when a new file arrives in a folder. |
| **Scheduled Export** | Runs a view's export steps on a schedule, whether or not the data changed. |
| **Messaging** | Emails people a view on a schedule, as a CSV attachment. |

![Automation run: a Monday 6:00 AM trigger leads to Dataset Refresh, Pipeline Execution, Export to PostgreSQL, and Email Notification, each with a status](https://mammoth.io/docs/images/20260408_155500_Orchestrationworkflowdiagram.webp)

Your plan sets the shortest schedule interval. Monitor shows running and past runs and anything that needs attention. See [What you can automate](https://mammoth.io/docs/learn/automate/) and [Activity log](https://mammoth.io/docs/learn/automate/activity-log/).

## Export and share your data

| Control in the view toolbar | What it does |
| --- | --- |
| Download icon (**Save a copy**) | A one-time copy: **Download file** (CSV, Excel, JSON and more), **New dataset**, or **Email** to people in the workspace. |
| **Export** | Adds an export task that delivers data every time the pipeline runs. Tabs: **External Destinations** and **Mammoth Managed**. |
| **Publish** | Opens the create page to build a dashboard, doc, slides or Q&A from the view. |

- **External Destinations**: Google BigQuery, PostgreSQL, MySQL, SQL Server, Amazon Redshift, Snowflake, Databricks, Elasticsearch, SFTP, SharePoint, Azure Blob Storage, OneDrive, Google Sheets, Email, Tableau Server/Cloud and REST API Export. **Somewhere else…** asks the AI Agent to build an export to another API, on Enterprise plans.
- **Mammoth Managed**: **Send to Dataset** (push results into another dataset, even in another project), **Live link** (a URL that always serves the current data as CSV) and a Mammoth-managed Google BigQuery or PostgreSQL database.

Send to Dataset, Snowflake, Databricks, Google Sheets and Email are on every plan. Other destinations depend on your plan; a card your plan doesn't include shows a **Trial** pill. See [Send data to a database or BI tool](https://mammoth.io/docs/learn/share-and-export/send-to-destinations/).

![Animation of a 100,000-row sales_data_2026.csv View with a 6-task pipeline, where the cursor moves to the Export button](https://mammoth.io/docs/images/20260324_053512_mammoth_managed_export.webp)

![Export menu open on External Destinations: Azure Blob Storage, Google BigQuery, Databricks, Elasticsearch, Email, REST API Export, Google Sheets, SQL Server, MySQL, OneDrive, PostgreSQL, Amazon Redshift, SFTP, SharePoint, Snowflake, Tableau Server/Cloud and Somewhere else](https://mammoth.io/docs/images/20261102_export-menu-external.webp)

## Example: a manufacturing team end to end

In this illustrative example, a manufacturing team connects its SAP HANA production database and its quality system. Explore Cards on the product category column show many empty values. The team's pipeline filters out test records, standardises vendor names with Bulk Replace, joins production with quality data, and calculates defect rates by product line.

A Dataset Refresh automation pulls new data every Monday morning, and the pipeline applies the same steps. A dashboard of production and quality trends is shared with **Sign-in required**, so plant managers sign in to see it. An export task sends the results to the team's BigQuery warehouse after every run.

![Six-stage workflow from Live Connections to Export, with Authenticated and Public sharing modes under AI Dashboards](https://mammoth.io/docs/images/20260324_053843_Completeworkflowdiagram.webp)

Automate one manual process you repeat every month first.

## Related

- [Prepare data](https://mammoth.io/docs/learn/start/prepare-data-overview/): connect, explore and clean before you share.
- [Limits and quotas](https://mammoth.io/docs/learn/help/limits/): dashboards you can publish, AI generations and schedule intervals.
- [What you can automate](https://mammoth.io/docs/learn/automate/): every automation type in detail.

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Source: https://mammoth.io/docs/learn/start/automate-and-share-overview.md · Updated: 2026-11-08