Turn Tableau dashboards into actions
Trigger actions and workflows directly upon the moment of insight.
One click. No code. Deploy in minutes.
What is Autom8?
From dashboard to action instantly.
Autom8 is a no-code extension that lets you trigger workflows that update your CRM, Slack, Jira or other apps directly from Tableau.
CRM Sync
Update CRM records automatically from within your Tableau dashboard.
Sales & RevOps
Salesforce & HubSpot
Support Ticket Agent
File issues to GitHub, Jira or Trello and auto-resolve them with AI — from inside Tableau.
IT Operations
Claude
KPI Alerts
A KPI drops or exceeds threshold. Instantly push an alert to Slack or Teams.
Operations
Slack & Teams
Document Generator
Automate reports, briefs and documents based report data.
Customer Success
PDF, Slack, Email
Powerpoint Creation
Generate branded powerpoint decks with live data, charts and notes — with a single click.
Analytics & Leadership
Powered by Orbit One
CRM Segment Builder
Build a target list in your CRM directly from a dashboard view.
Sales & Marketing
CRM, Salesforce & HubSpot
Data Quality Monitor
Continuously track data quality. Flag and route issues instantly to the right team.
24/7 Monitoring
2FA Enabled
Finance Requests
Budgets, purchase orders, and expense tickets. Approve or reject with a single click.
Finance & procurement
One-click
Stakeholder Snapshots
Automatically deliver dashboard snapshots to key stakeholders on a schedule
24/7 Monitoring
2FA Enabled
Why Tableau users love it
Automate actions at the point of insight.
Autom8 is fully embedded in your dashboards and runs as a lightweight extension that allows you to take immediate action at the point of insight.
How it runs
Your data. Your flow.
Autom8 triggers workflows on your own n8n instance. Your data flows directly from Tableau to n8n to your connected systems — nothing passes through Biztory. Ever.
Why choose Autom8?
Real-time data actions
that save time
Autom8
Action data from within the dashboard
Seamless integration with your apps
Works with the Tableau you have
Stay in control of your data
Real-time updates
Others
Switch app to act on dashboard insights
No integration and automation
Requires additional licenses or platform upgrades
Requires external hosting
Manual updates and lost time
Pricing
Simple pricing. No surprises.
FAQs
Answers to All Your Questions
Get answers to the most common questions and learn how to make the most of our powerful content creation tools.