Automated Tableau KPI Scorecard and Alerts
Every Monday, WebRun opens your core Tableau workbook, pulls last week's KPI values against their target ranges, saves a snapshot of the dashboard to Google Drive, and texts you through Twilio the moment a KPI is out of range.
How do I get texted when a Tableau KPI falls outside its target range?
WebRun pulls your core Tableau workbook's KPI values every Monday, saves a snapshot of the dashboard to Google Drive, and texts you through Twilio the moment a KPI falls outside its target range. It turns a dashboard nobody checks over the weekend into a standing weekly scorecard with an alert for what needs attention.
- Out-of-range KPIs trigger a text the same Monday, not at next review
- Every week's dashboard view is archived to Drive automatically
- Only real outliers page you, not a routine in-range week
Built for business intelligence teams · data analysts · operations managers · executives
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
online.tableau.comin a real browser with your saved login - no setup, no API keys. -
1
Tableau - pull the workbook's KPI values
tableau.com
WebRun opens Tableau to pull the workbook's KPI values. - Open the core Tableau workbook and pull last week's KPI values
- Compare each KPI to its target range
- Note any KPI that's outside its normal range
Done when Every tracked KPI has last week's value pulled and compared.
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2
Google Drive - save a snapshot
drive.google.com
WebRun opens Google Drive to save a snapshot. - Save a snapshot of the workbook's view to the shared Drive folder
- Name the file with the workbook and the week
Done when This week's snapshot is saved to Drive.
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3
Twilio - text on an outlier
twilio.com
WebRun uses Twilio to text on an outlier. - Send a text for any KPI outside its target range
- Name the KPI and how far it's off
Done when A text has gone out for every KPI outside range.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it edit the workbook or the underlying data source?
No. WebRun only reads the workbook's current values and saves a snapshot. Editing the workbook or its data source is left to a human.
How does it decide a KPI is an outlier?
It compares each KPI's value against the target range you've set for it, so the text alert reflects your own bar, not a generic threshold.
Do I get a text every week even if nothing's off?
No. A text only goes out when a KPI falls outside its target range, so a normal week doesn't page you.
Related templates
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