Explore insights
Insights lets you ask a question of your workflow data and see the answer as a chart. This recipe walks a single chart from data source to visual.
Before you start
Section titled “Before you start”- Your project has some history to query — at least a few workflow runs, tasks, form submissions, or agent calls (see Workflow Executions).
-
Start a chart. Open Monitor → Insights and either start a new dashboard (+ New) or ask Build with AI — both let you define charts.
-
Pick the data source. One of workflow runs, tasks, form submissions, or agent executions.
-
Choose the measure. What to compute — a count of records, or a sum / average / min / max / percentile (p50, p95) of a field (a run’s duration, a form’s approved amount).
-
Group it (a dimension). Break the measure down by a field (status, process, vendor) or over time (per day, week, month). This is what turns a single number into a bar or a line.
-
Add a second dimension (optional). A second grouping turns a bar into a stacked or grouped bar, or a heatmap — for example runs by status and by day.
-
Filter and set the range. Add filters (status = failed, amount > 1000) and pick a time range.
-
Read the chart, and save it. The visual matches the query — a number with a trend, a line over time, a bar by category, a heatmap for two dimensions — and you save it onto a dashboard.
A few useful queries
Section titled “A few useful queries”| Question | Measure | Grouped by | Chart |
|---|---|---|---|
| How much are we processing? | count of workflow runs | day | line |
| Where does time go? | p95 of run duration | process | bar |
| What’s the approval mix? | count of form submissions | outcome, then week | stacked bar |
| How are the agents doing? | average agent duration | agent | bar |