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Quickstart: your first dashboard

Install the plugin, ask your AI for a dashboard, and end at a live URL. No warehouse and no paid plan needed.

This walkthrough builds a real, published dashboard using the built-in self connection, so it needs no warehouse and no paid plan. It ends at a URL you can open.

The dashboard it builds is about your own Dashies account: how many dashboards you have published, and how many of them are currently active. That is not the dashboard you came here to build, but it is the fastest way to see the whole loop work before you point it at anything that matters.

Before you start: a Dashies account with a workspace (signing up at dashies.ai creates one), and an AI tool that can install plugins (Claude Code, Codex, Cursor, or another plugin-capable agent).

  1. Install the plugin.

    Install the connector carries the commands for Claude Code, Codex, Cursor, Claude web and desktop, and any other plugin-capable tool. Install it there, then come back.

    Install the plugin rather than the publish service on its own: the plugin brings the dashies authoring skill with it, and that skill is most of the product's behaviour.

  2. Sign in.

    Do not look for a token. The first time your AI calls a Dashies tool, a browser window opens and asks you to sign in once with Google. There is nothing to copy, paste, or rotate, and the sign-in is remembered.

    The consent screen then asks which workspace the tool may publish into. With one workspace it is already selected. If the screen says you have no workspace yet, create one at dashies.ai and reload the page. In Claude Code, if no browser opens, run /mcp, select dashies, and choose Authenticate.

    If a tool call ever comes back with an authorization error later, retry it and the browser flow runs again.

  3. Ask for the dashboard.

    Say this, in your AI tool, as plainly as it is written:

    Build me a Dashies dashboard from the built-in self connection showing how many dashboards I have published per day over the last 90 days, and how many of them are currently active. Refresh manually.

    Your AI will read the schema of the self connection, write a query, check it against the connection, dry-run the whole thing, and publish. You do not need to write any of that yourself.

  4. Read what it publishes back.

    The publish step returns a short report. Two lines of it matter:

    • Dashboard URL. That is your dashboard.
    • Datasets. Each dataset is named with the mode it resolved to. For this dashboard it should say cube, because counting things is additive. If it says something else, your AI chose a heavier mode; that is not wrong, but Datasets and the four modes explains what it bought you.

    If the report contains errors instead, every one of them points at the exact field that is wrong. Hand it back to your AI; it is designed to be fixed rather than worked around.

The query it should land on

For reference, this is a query that validates against the self connection today. Your AI may write something slightly different, and that is fine.

select day,
       sum(dashboards_published) as dashboards,
       sum(active_count) as active_dashboards
from dashies_usage_metrics
where day >= current_date - interval '90 days'
group by day
order by day

dashies_usage_metrics is the only table the self connection exposes. It is a curated, no-PII view of your own account activity, one row per day. Every numeric column in it is additive across days, which is what makes this a cube dataset.

Check it worked

Three checks, in order. Each one rules out a different thing.

  1. Open the URL. It looks like https://<workspace-slug>.dashies.ai/<slug>. The page should load with numbers already on it, not a loading state or a dash. Numbers are baked in at publish time, so an empty page means something went wrong rather than something being slow.

  2. Cross-check one number. Add up the daily dashboards values shown on the page and compare the total against the number of dashboards you have actually published in the last 90 days. They should match. This is a habit worth forming now, on a dashboard where you know the answer, because a dashboard that publishes cleanly is not automatically correct.

  3. Open it in a private browser window, signed out. You should land on the sign-in page, with the dashboard's URL carried through so you come back to it after signing in. That is correct, not a broken link: nothing is served anonymously.

What you have, and what you do not

You have a live, versioned dashboard at a URL of its own. What you do not have is a refreshing one: this dashboard is set to manual, so its numbers are frozen at the moment it was published until someone republishes or refreshes it.

Who can open it is decided by the workspace it lives in: any current member of that workspace, after signing in, and nobody else. There is no share link and no anyone-with-the-link mode. A colleague who is not a member is sent to sign in like anyone else, and once signed in they get a 404, not access. Inviting them to the workspace is what makes it readable to them. See Share a dashboard.

Making it update on its own is the other half of the product, and it needs a warehouse connection and a plan that is paid or trialing. Your first workspace starts on the 14-day Pro trial, so the next quickstart works from day one.

Next

Quickstart: a self-refreshing dashboard is the same loop against your own warehouse, ending at a scheduled run you can watch land.

If you would rather understand the machinery first, start at Core concepts.