Overview
A dashboard is just a view on top of data that refreshes on its own. With Taskade Genesis the data lives in a Project, the UI is generated from a prompt, and an automation keeps the numbers fresh. No SQL, no React, no hosting setup.
TL;DR: Ask Taskade Genesis to build a dashboard for the metrics you care about. Connect a Table-view Project as the data backend, schedule an automation to refresh rows from your sources, then publish to a custom domain or share by link. Free plan included, AI credits handle the build and the recurring updates.
Why dashboards belong in Taskade Genesis
Most no-code dashboard tools ship a UI but leave you stitching the data. Taskade folds both jobs into one canvas. Your numbers sit in a Project, your charts and tiles read from that Project, and your refresh logic runs as a Taskade automation. The whole loop, from raw row to rendered chart, is in one workspace.
That tight coupling means the dashboard is never stale by accident. If the underlying Project changes, the chart redraws on the next load. If an automation writes a fresh row, the next viewer sees it.
Pick the data backend first
Open the project that already holds your numbers, or create a fresh one in Table view. Each row is a record, each column is a field. The Project becomes the source of truth Taskade Genesis reads from.
- Existing data lives in a Table-view Project. Add columns for date, metric name, value, and any segments you slice by.
- Imported data comes in through a Google Sheets sync automation or a CSV import.
- Generated data is written by an automation: scrape a webpage, parse the response, append a row.
Keep column types tight. Dates as Date, numbers as Number, labels as Single-Select. Taskade Genesis reads the schema and picks chart types that match.
Prompt Taskade Genesis for the dashboard
Open Taskade Genesis and write a prompt that names the metrics, the time range, and the audience. Specific prompts produce sharper layouts.
Build a weekly revenue dashboard with:
- MRR trend line for the last 12 weeks
- Top 5 customers by revenue (table)
- Churn rate as a single number tile
- List of yesterday's signups
Audience: the founding team.
That gives Taskade Genesis enough to lay out four panels with sensible defaults. After the first render, click any tile and refine. Change the chart type, swap the metric, rephrase the title.
Wire the Project as the live backend
In the Taskade Genesis editor, open the Data panel and pick Connect Project. Choose the Table-view Project you set up earlier. Taskade Genesis suggests a mapping from columns to tiles. Confirm or adjust, and the dashboard reads live from the Project.
Every panel on the dashboard now points at a column or a filtered subset of rows. Adding a row in the Project means the next visitor sees the updated chart. Reordering columns reorders the dashboard. The Project is the database, the dashboard is the view.
Schedule the refresh automation
Numbers only stay fresh if something updates them. Open the Automations tab inside the same workspace and create one for each data source you want refreshed.
- Click Create, pick Start from scratch, then Add Trigger and choose Schedule.
- Pick the cadence: hourly, daily at 7am, or weekly.
- Add an action that fetches the latest data. Common picks: Google Sheets Find Rows, Send HTTP Request to a public API, or Scrape Webpage.
- Pipe the result through an Ask AI step if you need to summarize or transform it.
- End the automation with Add Task or Update Custom Fields on the backing Project so the new value lands as a row.
The automation now ticks in the background. The dashboard reads the new row on the next visit.
Use case: weekly revenue snapshot
A small team wants a Monday-morning view of last week's revenue, top customers, and churn risk. Set up a Stripe-connected Google Sheet that mirrors charges and refunds, then schedule a Sunday automation to query it. The automation appends one row per week to a Revenue Project: week label, MRR, top 5 customer names, churn flag count.
Taskade Genesis renders four tiles on top: a line chart for MRR, a bar chart for top customers, a single-stat tile for churn flags, and a list of last week's signups pulled from a second Sheets sync. Share the dashboard with the team by link, or publish to a custom domain for investors.
Publish, share, and keep iterating
Click Publish to send the dashboard live. Pick a sharing mode that matches the audience.
| Mode | Who can see it | Best for |
|---|---|---|
| Public link | Anyone with the URL | Public reports, partner views |
| Password protected | Anyone with the password | Investor or client snapshots |
| Workspace only | Signed-in workspace members | Internal team views |
| Custom domain | Anyone, branded URL | Customer-facing or executive views |
Custom domains attach in the Settings panel of the published app. Plug in your domain, point a CNAME, and Taskade handles the certificate.
Once the dashboard ships, treat it as a living surface. Add a new column to the Project, ask Taskade Genesis to add a matching tile, and rerun. Add a new refresh automation when a new data source appears. Open the History tab on each automation to confirm runs are healthy. The dashboard gets richer without ever leaving the workspace.
Related guides
- Taskade Genesis Overview. Mental model for prompt-to-app building.
- Workspace DNA. How Projects, Agents, and Automations reinforce each other.
- Automations: The Execution Pillar. Triggers, actions, and the all-runs view.
- Custom Domains. Branded URLs for published apps.
- Build a Form with Conditional Logic. Forms-driven input for dashboards.
- Custom AI Agents. Specialist agents that drive richer panels.