Kognitos
Tableau

Automate Data Refresh and Report Distribution from Tableau.

Tableau dashboards are only useful if people see them. Kognitos automates extract refreshes, anomaly detection, and scheduled report delivery so insights reach stakeholders without manual effort.

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English as Code

Describe It in English.
It Runs Deterministically.

Overview

Trigger Tableau extract refreshes on a schedule; scan dashboards for metric anomalies against historical baselines; generate summary snapshots and distribute them to stakeholders via email or Slack.

Execution Steps

1

Trigger Extract Refresh

  • Initiate a Tableau Server or Tableau Cloud extract refresh for designated workbooks
  • Confirm refresh completion and check for data source errors
2

Detect Metric Anomalies

  • Compare key dashboard KPIs against rolling 4-week averages
  • Flag any metric deviating more than 15% from its baseline
3

Distribute Insights

  • Generate a PDF snapshot of each flagged dashboard with annotations
  • Email the snapshot to the relevant stakeholder group with a summary of anomalies
Use Cases

Enterprise
Use Cases

Scheduled Report Delivery

Automatically refresh Tableau workbooks and email formatted PDF reports to executives on a daily or weekly cadence.

Anomaly Alerting

Monitor Tableau dashboards for metric spikes or drops and notify the data team with context before anyone else notices.

Extract Orchestration

Coordinate multi-source Tableau extract refreshes in the right sequence — ensuring dependent workbooks refresh only after upstream data is ready.

FAQs

Frequently asked
questions.

Kognitos is a leading US-based artificial intelligence platform designed to transform how businesses operate by automating repetitive tasks and enhancing efficiency. Our AI automation platform allows users to automate complex business processes simply by communicating their goals in plain English. Leveraging advanced technologies like a proprietary LLM-based interpreter, Intelligent Document Processing (IDP), Optical Character Recognition (OCR), and Natural Language Processing (NLP), Kognitos enhances productivity, speed, and accuracy. Unlike traditional automation solutions that require complex coding, Kognitos offers unparalleled adaptability and scalability, empowering businesses to streamline workflows and eliminate manual tasks without extensive technical knowledge.

Process automation refers to the use of technology to automate repetitive, manual tasks within a business or organization. The goal is to streamline and optimize workflows, increase efficiency, reduce errors, and save time and resources. This can be achieved through the implementation of various technologies, such as RPA, Workflow Automation, Machine Learning and Artificial Intelligence.

Security is a core principle of Kognitos' architecture, built on state-of-the-art cloud services with strong security foundations. Critical business processes run on the Kognitos platform, and we prioritize the security of both the processes and their data. Kognitos employs serverless, cloud-based services with the principle of least privilege access. For example, a service without a need to access a database does not have access to it. Kognitos has achieved the SOC 2 Type II certification for our best-in-class security controls and compliance with the AICPA's Trust Services Criteria. Learn more

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