Taskade Genesis turns a raw data file into a live dashboard report — the one screen a clinic owner, race director, or plant manager can open on Monday and instantly see how the week is going.
A CSV or spreadsheet export is a data dump nobody reads. This converter rebuilds that file as a shareable dashboard: numbers become filterable records, the trends rise to the top, and an AI agent writes the plain-English summary so you can send it to your team or your board without building a single chart by hand.
What's Included
- One-screen dashboard: your data becomes a live report you can filter by date, owner, or category — no pivot tables, no formulas
- Connected projects: each row links to the project, person, or order behind it, so a number you don't trust is one click from its source
- AI summary agent: an AI agent reads the data and answers questions like "what changed this week?" and "where am I losing money?"
- Auto-refresh: automations pull new data in on a schedule and re-run the summary, so the report is current every time you open it
- Shareable views: flip between Table, Board, and Calendar from project views to show the same numbers the way each stakeholder wants them
How To Use
- Open the live app on this page and click Use App to clone it into your workspace
- Upload your CSV or spreadsheet export, or describe your columns to Taskade Genesis
- Choose the metrics that matter and let the AI agent draft the summary section
- Set permissions so stakeholders can view the report while you keep editing rights
- Schedule the refresh automation, so the dashboard updates itself and you stop rebuilding the same report every week
See more live examples in the Community Gallery, or turn survey data into insights with the survey-results-to-insights-dashboard converter.