Skip to main content
You can schedule a dashboard to run automatically on a recurring basis, delivering results via email, Slack, or both. There are two ways to set this up: Describe what you want in natural language while viewing the dashboard — for example:
  • “Send me a daily snapshot of this dashboard for yesterday’s data”
  • “Every Monday morning, send me insights from this dashboard for the previous week”
The agent automatically generates the right prompt, sets up the schedule, and configures the delivery. This is the easiest way because you don’t need to think about how to phrase the task prompt.

​
Through the Schedule button

Click Schedule from the dashboard’s action bar. You’ll be asked to write the prompt yourself — this is the instruction the agent will follow on each run. The prompt should describe in words which filter values to apply and what you want from the task. For example: “Run this dashboard with the date range set to yesterday. Send the resulting dashboard as a snapshot.”

​
Common Use Cases

Periodic snapshot — Receive the dashboard with specific filters applied on a regular cadence.
“Send me a daily snapshot of this dashboard for yesterday’s data every morning at 9am”
The task runs the dashboard with the date filter set to yesterday and delivers the resulting view. Recurring analysis — Have the agent analyze what the dashboard shows and deliver written insights.
“Every Monday, send me the key insights and notable changes you can find in this dashboard for the previous week”
The task runs the dashboard, the agent reviews the data, and delivers a written summary highlighting trends, anomalies, and notable changes — not just the dashboard itself.