Tableau integration with AI agents
Tableau, from Salesforce, is a BI platform for building dashboards and visual analysis. Marketing teams use it to combine media, website and sales data in one place.
- Agents only read and suggest
- No credit card
- Disconnect anytime
What the agents read from Tableau
- workbooks and dashboards
- views and their data
- published data sources
- projects
- views per dashboard
Ask Sherlok
Which numbers on the Tableau marketing dashboard got worse this week?
What explains the drop in the main metric this month?
Which dashboards does the team actually use?
What the agents do with Tableau
Agents that use this data: Report, Investigate
Turns dashboards into decisions
Reads the numbers your team already tracks and says what changed and what to do.
Cross-checks marketing sources
Combines dashboard metrics with ads, site and CRM in one answer.
Answers in plain language
Ask in Investigate and get the number with the why, no chart building.
Connect in 3 steps
- 01
Create your free account, no credit card.
- 02
In Data sources, find Tableau and click Connect.
- 03
Authorize access. The agents start reading as soon as the connection is done.
Questions about the Tableau integration
Does Sherlok change anything in Tableau?
No. The agents read your Tableau data and suggest the decision with the number and the why. You decide and apply it.
Which agents use Tableau data?
Report, Investigate. Every agent reads your connected sources and cross-checks Tableau with the rest of your marketing.
Do I need to pay to connect Tableau?
Not to start. The Free plan connects up to 2 sources, no credit card. Growth and Pro connect more.