{"schemaVersion":"1.0","source":"The Workflow Finder","sourceUrl":"https://www.theworkflowfinder.com","license":"Free to use with attribution and a link to the cited page","generated":"2026-08-28","workflow":{"title":"Build an AI-Powered Data Analysis Dashboard","slug":"ai-data-analysis-dashboard","url":"https://www.theworkflowfinder.com/workflows/ai-data-analysis-dashboard","description":"Connect your business data sources to an AI layer that automatically interprets trends, generates weekly narrative reports, and alerts you to anomalies, without requiring a data analyst.","difficulty":"Advanced","timeEstimate":"5–7 hrs setup / 0 min weekly","expectedResult":"A living dashboard that automatically produces a narrative data summary every Monday morning, highlighting KPI changes, anomalies, and recommended actions.","tags":["Data Analysis","Automation","Business Intelligence","Reporting"]},"steps":[{"position":1,"title":"Connect Your Data Sources","instructions":"Use Make to pull data from your key sources: Google Analytics, your CRM, Stripe, or any tool with an API. Schedule pulls weekly or daily and store raw data in a Google Sheet or Airtable base.","input":"Workflow inputs: the topic, goal, or raw materials the user is starting from.","output":"Handoff artifact consumed by Step 2 (\"Define Your KPI Dictionary\").","toolSlots":[{"slug":"make","name":"Make","url":"https://www.theworkflowfinder.com/tools/make","category":"Automation","pricing":"freemium","capabilities":["Workflow automation","API integration"]}]},{"position":2,"title":"Define Your KPI Dictionary","instructions":"Work with ChatGPT to write clear definitions for each KPI you track, what it measures, what 'good' looks like, and what a meaningful change threshold is (e.g. >10% week-over-week).","input":"Output of Step 1 (\"Connect Your Data Sources\").","output":"Handoff artifact consumed by Step 3 (\"Run Anomaly Detection\").","toolSlots":[{"slug":"chatgpt","name":"ChatGPT","url":"https://www.theworkflowfinder.com/tools/chatgpt","category":"Writing","pricing":"paid","capabilities":["Long-form writing","Code generation","Web research"],"hasApi":true}]},{"position":3,"title":"Run Anomaly Detection","instructions":"Use Claude to compare current period data against the previous period and your baselines. Prompt it to flag any metrics that changed by more than your defined threshold and explain possible causes.","input":"Output of Step 2 (\"Define Your KPI Dictionary\").","output":"Handoff artifact consumed by Step 4 (\"Generate the Narrative Report\").","toolSlots":[{"slug":"claude","name":"Claude","url":"https://www.theworkflowfinder.com/tools/claude","category":"Writing","pricing":"freemium","capabilities":["Long-form writing","Code generation","Web research"],"hasApi":true}]},{"position":4,"title":"Generate the Narrative Report","instructions":"Feed flagged anomalies, trend data, and KPI definitions into Claude. Ask it to write an executive summary in plain English: 'What changed, why it likely changed, and what we should do about it.'","input":"Output of Step 3 (\"Run Anomaly Detection\").","output":"Handoff artifact consumed by Step 5 (\"Visualize in Looker or Sheets\").","toolSlots":[{"slug":"claude","name":"Claude","url":"https://www.theworkflowfinder.com/tools/claude","category":"Writing","pricing":"freemium","capabilities":["Long-form writing","Code generation","Web research"],"hasApi":true}]},{"position":5,"title":"Visualize in Looker or Sheets","instructions":"Use the analyzed data to auto-update a Google Sheets or Looker Studio dashboard. The AI narrative appears as a text block at the top of the dashboard above the charts.","input":"Output of Step 4 (\"Generate the Narrative Report\").","output":"Handoff artifact consumed by Step 6 (\"Alert and Distribute\").","toolSlots":[]},{"position":6,"title":"Alert and Distribute","instructions":"Use Make to email the full narrative report every Monday to stakeholders and post the top 3 insights to Slack, tagged with up/down emoji based on the trend direction.","input":"Output of Step 5 (\"Visualize in Looker or Sheets\").","output":"Final workflow output: A living dashboard that automatically produces a narrative data summary every Monday morning, highlighting KPI changes, anomalies, and recommended actions.","toolSlots":[{"slug":"make","name":"Make","url":"https://www.theworkflowfinder.com/tools/make","category":"Automation","pricing":"freemium","capabilities":["Workflow automation","API integration"]}]}]}