Sync Revo with your Tableau for data visualization, dashboards, and business intelligence.

What It Is

Revo connects to your Tableau workspaces using Personal Access Tokens (PAT) to read dashboards, workbooks, data sources, and views, then transforms your analytics infrastructure into queryable intelligence that powers data-driven emails, insights, and automated reporting.

What It Unlocks

• Query dashboard insights using natural language instead of navigating complex workbook hierarchies
• Auto-extract key metrics and trends from Tableau views for stakeholder updates
• Cross-reference analytics data with product feedback, Jira issues, customer conversations, and strategic docs
• Auto-generate data summaries in emails, Slack posts, or reports based on live Tableau visualizations

How to Use It for Emails

When drafting email replies, Revo automatically pulls relevant Tableau context:

• "What's our current churn rate?" → Revo queries your Customer Health dashboard, extracts the latest metric, and drafts a reply with the number and trend
• "Send Q4 product usage summary to leadership" → Revo pulls key visualizations from your Product Analytics workbook and formats them into a clear stakeholder email
• "How is feature X performing since launch?" → Revo checks your Feature Adoption dashboard and includes usage stats with source links

Result: Emails backed by live data from your single source of analytical truth, not outdated screenshots.

How to Use It from Chat

Ask questions directly in Revo:

• "What's our MRR growth this quarter according to Tableau?"
• "Show me the top 3 insights from the customer retention dashboard"
• "Which product features have declining engagement in the last 30 days?"
• "What does the sales pipeline dashboard say about Q1 forecast?"

Revo searches across your Tableau workspaces and delivers answers with direct dashboard links.

How to Use It in Workflows

Trigger workflows FROM Tableau:

• Weekly snapshot of key metrics
  
  • → Extract data from Executive Dashboard
    
  • → Post summary to Slack #leadership
• Churn rate exceeds threshold
  
  • → Pull customer list from retention dashboard
  • → Create Jira tickets for at-risk accounts
  • → Draft outreach emails
• New dashboard published
  
  • → Notify relevant teams in Slack
  • → Auto-generate summary insight
  • → Add to weekly digest

Post results TO reports:

• End-of-sprint retrospective
  
  • → Pull velocity metrics from Tableau
  • → Create insight document with trends and recommendations
• Monthly business review
  
  • → Aggregate KPIs from multiple dashboards
  • → Draft executive summary email with embedded links
• Customer health check
  
  • → Extract account-level data from Tableau
  • → Auto-update Customer Success records in Airtable or CRM