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

What it installs

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.

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.

Build dashboard

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

Metric definitions

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

Metrics visible and trusted

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

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.

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.

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.

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

A sentence or two about a recurring job is enough. We design the playbook that runs it and show you exactly what it saves.

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.