Live dashboards and workflows that run themselves
Connect to your business systems, build live dashboards without code, act on your data straight from the grid, and automate the work around it.
Loads by status
Open invoices Grouped by customer
| Invoice | Customer | Age | Balance |
|---|---|---|---|
| INV-30418 | Contoso | 74d | $12,400 |
| INV-30422 | Northwind | 31d | $4,980 |
| INV-30431 | Fabrikam | 8d | $7,215 |
| INV-30440 | Tailspin | 3d | $2,060 |
| Sum | $26,655 |
Reports shouldn't need
a ticket and a wait.
- Every new report needs a developer, a ticket and a wait.
- Spreadsheet exports are out of date as soon as they're downloaded.
- You spot a problem in one system and fix it in another.
- Daily reports, invoice PDFs and follow-up emails are still done by hand.
- Scheduled jobs fail quietly, and nobody notices for days.
Dashboards
Live, interactive dashboards built visually from your own data.
Explore Dashboards Pillar 02Cell Actions
Update records, open documents and start workflows from any row.
Explore Cell Actions Pillar 03Pulse
Visual, scheduled workflows that query, decide, email and file documents on their own.
Explore PulseFrom first query to
live dashboard in minutes.
Connect
Add your REST APIs and Nodal Connect databases.
Query
Save reusable queries with parameters, lists and date functions.
Visualize
Lay out dashboards with grids, charts and KPIs.
Automate
Turn queries into Pulses that run on a schedule or from a button.
Live dashboards,
built visually.
Lay out a grid, connect each cell to a query, and you're done. One dashboard can serve every customer, date range or region.
Six cell types, no code
Add cells, drag to resize and merge, and connect each one to a saved query. Auto-refresh on a timer for wall screens and control rooms.
Prompted parameters
Text, date, dropdown and lookup parameters. Edit them all at once, and values are remembered per tab.
Spreadsheet-power grids
Multi-select and text filters, grid search, three-way sorting, grouping and footer totals (Sum, Average, Min, Max, Count).
Conditional formatting
Color, bold, italic or blink cells and rows based on their values. Save layouts as reusable grid templates.
Drilldowns and cross-filtering
Expand a row to see related detail beneath it. Click a value in one cell and every other cell filters to match.
See all dashboard features
- Create from a query in one click
- Default parameter values per cell
- Filters kept when the grid refreshes
- Column formatting: currency, percent, dates and fonts
- Fullscreen and refresh any single cell
- Report viewer for PDFs inside the app
- Document viewer for PDF and multi-page TIFF
- Export or email CSV to team members
- Tabs and color-coded folders with drag and drop
- Usage insights: most-used dashboards and actions
- Per-user access to view and edit
- DocuWare imaging integration
Don't just view data.
Act on it.
Actions appear as row buttons, in a right-click menu, or both. Ask for input first, run on many rows at once, and refresh the grid when it's done.
- Run an update in your system via API
- Open a link built from row data
- Show a popup with record details
- Run a report and view the PDF
- Open imaging documents (PDF, TIFF)
- Start a Pulse with that row's data
Automate work
like a flowchart.
Pulse turns your queries into scheduled workflows that check your data, make decisions, send reports and file documents, then tell you if anything goes wrong.
Trigger
Schedule, dashboard action or manual run.
Query & Condition
Pull data and branch with if/else.
Action, Report, Imaging
Update records, build PDFs, file documents.
Email & End
Deliver results to people and finish.
Several schedules per Pulse
Each with its own timezone, label and on/off switch.
Results inside the email
Formatted tables, PDFs and CSVs. Only sent when there are results.
| Customer | 60+ days |
|---|---|
| Contoso | $12,400 |
| Northwind | $4,980 |
Know the moment something goes wrong
Health at a glance across every folder, with a watchdog for missed runs.
See all Pulse features
- Drag-and-drop canvas with a settings panel per step
- Date functions like "first of last month"
- Schedule Manager with next run, last run and Run Now
- Start from a dashboard row action
- To, CC and BCC with templated subjects
- Combined or separate PDFs with templated names
- Execution history with one-click re-run
- Failure alerts and automatic support tickets
- Watchdog reminders until fixed, then "all clear"
What teams put
on autopilot.
Daily AR aging report
Query open invoices and email a formatted table to Finance.
Invoice filing
When a user approves an invoice, generate the PDF and send it to DocuWare.
Exception alerts
Check for stuck orders and email the team only if any are found.
Month-end packs
Run last month's reports and send one combined PDF to management.
One hub for every
company you manage.
Security is enforced on the server: API keys and passwords never reach the browser, and restricted fields stay hidden from users without permission.
Connect to any system
REST APIs, Nodal Connect databases and imaging systems such as DocuWare.
Multi-company
One login manages many companies, with instant switching.
Granular permissions
Per dashboard, per Pulse, per settings area and per field.
Mobile companion app
Choose which dashboards and actions show on mobile. Connect with a QR code.
Secure server proxy
Every call goes through a secure proxy, with optional static IP.
Full audit trail
Activity logs for sign-ins, dashboard use and Pulse runs.
Your branding
Logo, colors and a custom sign-in page.
Built-in support
A Help button that opens tickets with screenshots.
Questions, answered.
Do I need a developer to build dashboards?
No. Dashboards are built visually: lay out a grid, connect each cell to a saved query and choose a cell type.
What systems can it connect to?
Any REST API (including OpenAPI / Swagger specs), Nodal Connect databases and DocuWare imaging. Email goes out through Office 365 or Gmail.
Is my data secure?
Yes. Every call goes through a secure server proxy so keys never reach the browser, restricted fields are enforced on the server, and permissions are set per user.
Is there a mobile app?
Yes. You choose which dashboards, cells, columns and actions appear on mobile, and connect the app with a QR code. It uses the same permissions as the desktop app.
Can I manage several companies?
Yes. One login can manage many companies and switch between them instantly.
Ready to see your data differently?
From first query to live dashboard in minutes. Then put your routine work on autopilot.