Dashboard Summary
Schedule an AI summary of a specific dashboard. Email it to your team or clients so they always know the headline without having to open the dashboard themselves.
The Dashboard Summary automation reads a dashboard, has the AI write a narrative covering what's on it, and emails the result. Optionally, it also saves a snapshot of the dashboard alongside the summary.
Best for stakeholders who don't want to log in but want the gist.
[Screenshot needed] Example Dashboard Summary email showing a headline paragraph, three bullet points, and a thumbnail link to the dashboard.
Configuration
Pick the dashboard
In the Select Dashboard dropdown, pick which dashboard to summarize. Only dashboards in the current project show up.
[Screenshot needed] Configuration form with Dashboard dropdown open and three dashboards listed.
Custom prompt (optional)
The Prompt field lets you guide the AI's tone, focus, or format. Examples:
"Keep it under 150 words and lead with the biggest change."
"Focus on what changed week-over-week. Don't mention overall averages."
"Write in 繁體中文 for our Hong Kong clients."
"Include a one-line recommendation at the end."
Leave blank for the default behavior — a balanced summary across all charts.
Schedule
Daily, Weekly, or Monthly. Weekly is the most common cadence for stakeholder summaries.
Recipients
Standard email list.
Output
Email to recipients with the AI-written narrative.
A dashboard snapshot (so the recipient can click through to see the actual charts at the time the summary was written).
In-app snapshot view under the automation's Snapshots tab.
When to use vs Daily Brief
You have a specific dashboard you want narrated
You want a cross-platform digest
Audience is a stakeholder, not an operator
Audience is the marketing operator
Cadence is weekly or monthly
Cadence is daily
You can run both — they serve different audiences and answer different questions.
Tier availability
Growth, Scale, Agency — fully available.
Starter — limited to one Dashboard Summary automation.
Tips
Match dashboard to audience. Client dashboards get client-focused summaries. Internal dashboards get internal-style summaries.
Lock the date range on the source dashboard. The summary inherits whatever date range the dashboard has — if your dashboard defaults to "Last 7 days," the summary will be a weekly view.
Iterate on the prompt. First few runs, the AI may emphasize things you don't care about. Refine the prompt over a few cycles.
Troubleshooting
Summary looks generic — write a more specific custom prompt. "Summarize this dashboard" gets generic output; "What changed week-over-week and what should I do about it?" gets focused output.
Wrong date range — the source dashboard's date range, not the schedule, determines what gets summarized.
Related
Daily Brief — cross-platform digest.
Generate report from dashboard — one-shot polished report instead of a recurring summary.
Reports — for .pptx-style deliverables.
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