Dashboard & visualization builder

Give the analyst data and it picks the right charts, assembles a coherent dashboard, checks it for accuracy, and drafts it for you to approve.

Join the waitlist

What it installs

Agents 1

  • Data Analyst

    Builds the right charts, assembles a coherent dashboard, and drafts it for approval.

Workflows 1

  • Build dashboard

    Define metrics, design charts, assemble the dashboard, self-critique, revise, and draft for approval.

Documents 1

  • Metric definitions

    Your shared definitions for each KPI and metric — fill in one block per metric so every dashboard agrees.

Goals 1

  • Metrics visible and trusted

    Key metrics are visible in clear, accurate dashboards the team can rely on.

Skills 3

  • build-dashboard

    Assemble a self-contained interactive HTML dashboard — KPI cards, charts, filters, and a sortable table — from a set of metrics. Adapted from anthropics/knowledge-work-plugins/build-dashboard.

  • create-viz

    Choose and build the right publication-quality visualization for a question, with correct chart-type selection and design best practices. Adapted from anthropics/knowledge-work-plugins/create-viz.

  • chart-designer

    Recommend chart types via a decision tree, generate chart configurations, and apply data-ink and color best practices. Adapted from claude-office-skills/skills/chart-designer.

Connected services optional

  • PostHog

    Connects to PostHog so the analyst can query live product metrics for the dashboard's charts.

  • Mixpanel

    Connects to Mixpanel so the analyst can query live product metrics for the dashboard's charts.

Folders 1

  • Dashboards

Requirements

What this playbook expects to do its job. Task Machine does not verify these — you decide whether your setup is ready.

  • Product analytics access — Connect your product analytics so the agent can query live metrics for charts. Until you connect it, it builds from attached exports, pasted tables, and the metric definitions document.

Setup guide

How to Build a Dashboard With an Agent

A practical guide to building trusted dashboards from metric definitions, source data, chart choices, and approval gates.

Read the setup guide

Install Dashboard & visualization builder and run it with approvals.

Join the waitlist and we will send early access when the first private beta spots open.

Private beta. We invite teams in batches and never share your email.