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.

Saves you ~4.3 h / run

Start with this playbook

How it works

Trigger
When you start the “Build dashboard” workflow.
Job
Define metrics, design charts, assemble the dashboard, revise, and draft for approval.
Outcome
A validated dashboard design with defined metrics, queries, and review evidence.

What it installs

Agents 2

  • Data Analyst

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

  • Dashboard & visualization builder Quality Reviewer

    Checks primary evidence, domain controls, deliverable completeness, and communication quality, stopping the run when the work is wrong, unsupported, incomplete, or uncertain.

Teams 1

  • Dashboard & visualization builder quality team

    The delivery agents produce the work while an independent quality reviewer checks each workflow handoff against explicit evidence, domain, and communication requirements before the run can continue.

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. Success looks like: Every request lands an approved dashboard built from defined metrics, with each chart matched to its question and passing the create-viz and chart-designer quality bar.

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.

Connectors optional

Folders 1

  • Dashboards

Requirements

  • 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

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