Integrations / Analytics
Connect Tableau to WhatsApp with an AI agent
Flann is an AI agent your business talks to on WhatsApp. Connect Tableau once, then ask Flann to look things up in it or get work done in it, by text or voice note. Reading data never changes it, so Flann answers questions from Tableau straight away. Writing is another matter.
10 actions in Tableau. All of them only look things up, so nothing in Tableau is ever changed. You connect with your API key.
What you can ask Flann to do in Tableau
Send any of these on WhatsApp, in your own words. Flann finds the right Tableau action and fills in the details from the conversation.
“Show me my projects in Tableau.”
“Show me my views in Tableau.”
“Show me my groups in Tableau.”
What Flann can work with in Tableau
Tableau gives Flann 10 actions across 8 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Workbooks | look up | 2 |
There are three ways to get routine work done in Tableau. Side by side:
| Compare | In Tableau yourselfYou click through each job | A rules toolRuns the steps you wired up | Flann on TableauYou ask, Flann does the clicking |
|---|---|---|---|
| Asking for something | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers | Filters and searches you run yourself | Only the look-ups someone built | 10 look-ups, answered straight away |
| Tableau records | All of them, one screen at a time | Only the ones you wire up | 8 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your Tableau API key, once |
YesPartlyNo
Step by step: Tableau jobs you can hand to Flann
Each step below names the Tableau action Flann actually runs.
Get answers about your projects
- You message Flann on WhatsApp: “What is the latest on our projects in Tableau?”
- Flann runs
List Projectsin Tableau and shows you what it found. - Nothing in Tableau is changed: these are look-ups, so they run straight away.
Check your workbooks from WhatsApp
- You message Flann on WhatsApp: “Show me where our workbooks in Tableau stand.”
- Flann runs
List WorkbooksandGet Workbookin Tableau and shows you what it found. - Nothing in Tableau is changed: these are look-ups, so they run straight away.
Get answers about your users
- You message Flann on WhatsApp: “What is the latest on our users in Tableau?”
- Flann runs
List Usersin Tableau and shows you what it found. - Nothing in Tableau is changed: these are look-ups, so they run straight away.
Repetitive Tableau work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Your weekly numbers on Monday morning
Today
Every Monday you log into Tableau, set the date range, compare it with the week before and try to remember what normal looks like. By the time the picture is clear, the week has started without you.
With Flann
“How are we doing? Last week against the week before, from Tableau.”
Flann pulls the main figures from Tableau, sets them against the previous week and sends a report card in the chat with the few changes worth your attention. Ask a follow-up and it digs into the detail.
What you stop doing: Setting date ranges and comparing columns by eye every Monday is finished.
Cleaning up duplicate records
Today
The same customer appears in Tableau three times with slightly different spellings. Reports count them separately, and nobody gets round to merging them.
With Flann
“Find duplicate customers in Tableau and show me what you’d merge.”
Records in Tableau that share a phone number, an email or a close spelling are grouped as likely duplicates.
What you stop doing: Merging duplicate records one by one is no longer on you.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Tableau
- In Flann, go to Connectors and find Tableau.
- Paste your Tableau API key into the secure form Flann opens. You will find the key in your Tableau account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Tableau action and fills in the details.
Look-ups run as soon as you ask and change nothing in Tableau. You can disconnect Tableau from Connectors at any time.
Ways to use Tableau with Flann
Check before you decide
Before a big call, ask Flann for the figure that matters. It looks it up in Tableau first.
Ask, do not dig
Ask how this week compares to last. Flann pulls the numbers from Tableau and answers in plain words.
Spot what changed
Ask what went up or down. Flann checks Tableau and tells you what moved.
Everything Flann can do in Tableau
The full list of Tableau actions available to Flann once you connect it.
Looks up 10
- Get Current Session
- Get Server Info
- Get Workbook
- List Data Sources
- List Groups
- List Jobs
- List Projects
- List Users
- List Views
- List Workbooks
Changes 0
None.
More Analytics apps Flann works with
Dovetail
InfluxDB CloudCommon questions
What can Flann do with workbooks in Tableau?
Flann can look up workbooks in Tableau, using 2 actions (Get Workbook, List Workbooks). All of them only look things up, so they run straight away.
How does Flann connect to Tableau?
Open Connectors in Flann, choose Tableau and paste your Tableau API key into a secure form. You will find the key in your Tableau account settings. Once it is connected, Flann can use 10 actions in Tableau.
Can I use Tableau from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Tableau for you. You do not need to open Tableau.
Which Flann plan do I need for Tableau?
Any of them. Every Flann plan includes Tableau and every other app.