AI Agent Integration
Overview
monday.com recently introduced monday sidekick, an AI-powered assistant designed to help users brainstorm ideas, organize workflows, and gain insights directly within their boards.
Building on this foundation, we created our own AI agent - the Tableau dashboard builder. This agent is tailored to help you export monday data and set up the groundwork for future reports in Tableau.
The Tableau dashboard builder assists in structuring and organizing your data so you can focus on building the dashboards and reports that matter most to your team. With this tool, you can save time, reduce setup complexity, and make reporting more efficient.
How to Use AI Agent
The AI agent works within a board. Before making a request, decide which board you want to use or create a new one with the relevant data.
Being signed in to your monday account, select Sidekick.
Select Quick actions menu, and then turn on Tableau dashboard builder.
Create a request for the AI agent based on your needs.
Review and follow the instructions generated by the AI agent.
*AI may be inaccurate, make sure to review it.
Here’s What the AI Agent Can Help You with
*AI may be inaccurate, make sure to review it.
Create data sources from your monday boards based on specific groups, columns, or filters.
Import items with statuses, owners, timelines, or priorities to analyze in Tableau.
Get recommendations for creating dashboards, including which charts, graphs, or KPIs to include based on your imported data.
Customize reports by adding or removing fields before exporting to Tableau.