Creating a visualizer
- From the dashboard, go to Visualizers (or the Visualizer section in your app).
- Create a new visualizer. Choose an app (visualizers are scoped to an app and team).
- Set a slug (used in the public URL
/v/<slug>). Use lowercase letters, numbers, and hyphens. - Define the data schema: add fields (key, label, type) that match the data your workflow will send. For example:
name(string),amount(number),created_at(datetime). - Add views: at least one view (e.g. table). For charts, set the x/y or value field and aggregation (count, sum, avg) as needed.
- Optionally add filters and set whether they can be overridden on the public page.
- Save and publish the visualizer so the public page is available.
Pushing data from a workflow
In a workflow, add a Data Visualizer task. Select the visualizer you created. The task will show input fields based on the visualizer's data schema. Map workflow outputs (e.g. $task.<id>.outputs.fieldName or trigger inputs) to each schema field. When the workflow runs, that task sends one row to the visualizer; the data appears in the table and charts.
Ensure the visualizer is published and the task has no validation errors (see Workflow Node Rules and Validation).
Sharing and access
Share the public link /v/<your-slug> with viewers. To restrict access, set a password in the visualizer settings; visitors must enter it to see the dashboard. For embedding, enable embed and use the provided embed token in your iframe URL.
Tips
- Match schema field keys and types to the outputs of the task that runs before the Data Visualizer task.
- Use filters to let viewers narrow data (e.g. by date range or category) without changing the workflow.