Dashboards & insights

Insights turn the data your processes generate into charts and dashboards. Every run, task, form submission, and agent call is recorded; Insights lets you ask questions of that history — how many, how long, how often, broken down however you need — without writing any SQL.

What you can query

A query runs over one of four data sources:

• Workflow runs — every process execution.
• Tasks — the human tasks processes create.
• Form submissions — what people entered to complete those tasks.
• Agent executions — every AI agent call.

You describe what you want as a measure and, optionally, how to break it down:

• Measure — what to compute: a count, a sum, an average, a min or max, or a percentile (p50 / p95) of a field (a run’s duration, a form’s approved amount).
• Dimension — how to group it: by a field (process, status, vendor) or over time (per day, week, month).
• Second dimension — a second grouping, which turns a bar chart into a stacked or grouped bar or a heatmap.
• Filters and a time range narrow it down.

No SQL crosses the boundary

A query is a safe, structured spec — never raw SQL. It’s compiled server-side into a query that’s automatically scoped to your organization, so you can’t accidentally read another tenant’s data or write a runaway query.

Charts

The shape of the answer picks the chart:

• a single number (with a trend vs. the previous period);
• a time series (line or area) when you group over time;
• a bar chart when you group by a field;
• a stacked / grouped bar or a heatmap when you add a second dimension;
• a distribution across categories.

Dashboards

A dashboard is a saved layout of charts. You build one two ways:

• Build with AI — describe what you want in plain language (“claim volume by status over the last month, and average approved amount by adjuster”) and the AI assembles the charts for you.
• New dashboard — start blank and add and arrange chart widgets yourself in the editor.

Dashboards live under Monitor → Insights. Each can be kept private or shared with your team — read-only or editable.

Next

Explore insightsDefine a chart from your workflow data.

Build a dashboardAssemble charts into a dashboard, with or without AI.

How a process runsWhere the data Insights charts comes from.