FREE BUSINESS WORKFLOW · AI AS AN ASSISTANT

Create a dashboard by describing what you need

Explore business metrics with plain-language requests and follow-up questions.

Data access / File creation · No sign-up

When to use it

When you want to explore business metrics and check where each figure comes from.

What you’ll get

An interactive dashboard with traceable metrics.

Work through the steps

Before you start

An approved agent with dashboard creation and read-only data access, metric definitions, and a reporting period.

Step 01

Describe the question

Plan a dashboard for [business question], [period], [metrics], and [audience]. Clarify definitions; do not query data or build yet.

Step 02

Find approved data

Confirm sources before querying.

Use existing reports first, then approved analytics datasets. Propose new queries only if necessary; obtain review before execution. Preserve access restrictions.

Step 03

Inspect the dashboard

Compare with source records.

Build the dashboard from verified results. Show source references, units, date range, filters, and freshness. Flag missing data; do not fabricate values.

Step 04

Refine the view

Change one thing at a time.

Add a breakdown by [dimension] and adjust [chart]. Preserve metric definitions and explain any change in totals.

Step 05 · Review before use

Reconcile totals with approved reports.
Test filters and date boundaries.
Confirm sharing permissions before publishing.

If you get stuck: Without governed data access, use an approved export. Label it as a snapshot rather than live data.

Inspired by ChatPRD’s natural-language dashboard workflow. Prompts above are original Hiatt Co practice material.

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