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BeginnerData

How to Create a Custom Data Dashboard On-the-Fly with a Natural Language AI Agent

Use a natural language AI agent to instantly generate and iterate on custom data dashboards. This workflow queries your company's data securely, allowing non-technical users to perform their own 'last mile' data analysis without filing tickets.

How to Create a Custom Data Dashboard On-the-Fly with a Natural Language AI Agent

Before you start

Tools used

  • Kai (Stripe)

    Stripe’s internal AI assistant for data analysis, reusable workflows, and governed access to company tools.

Step by step

The workflow

Follow the sequence once, then adapt the prompts, checks, and handoffs to your own setup.

4 steps

Step01

Make a Natural Language Request

Start by prompting your internal AI agent in plain English to create a dashboard using data you regularly track.

Example prompt
Hey, go find these queries that I usually use to track Kai adoption, and I want you to like create a dashboard for me.
Step02

AI Agent Identifies and Queries Data Sources

The AI agent automatically identifies the correct internal skill (e.g., 'Ask Data') and queries the data ecosystem in a secure, isolated session. It uses a tiered approach, looking first for existing reports, then a vetted analytics layer, and finally writing new SQL if necessary.

Step03

Review the Generated Dashboard

In a few moments, the AI agent returns a complete, interactive dashboard based on your request, styled to your company's branding.

Step04

Iterate and Refine

Refine the dashboard with follow-up prompts to add new breakdowns, change visualizations, or include different data points.

Example prompt
Hey, I love this dashboard, but let's do some more here and... Use this query, get a breakdown...

This iterative process allows non-engineers to perform 'last mile' data analysis without needing to file tickets with the data team.

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