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Share it and keep it fresh

A dashboard only helps if people open it. Publish it as a page your team can open from a link, then refresh it with new data on a schedule.

Keep the data in the files and the charts reading from them. Next month you re-run the export from the previous guide and the same dashboard updates.

Why it matters

A dashboard built once and never refreshed goes stale within weeks. Separating the data from the page means the work you did today keeps paying off every month.

  1. 1

    Publish it.

    Prompt
    Publish the dashboard as a page I can share with my team. Remove contact names and keep only the totals.
  2. 2

    Put the refresh on a schedule. Claude Code and the Claude app can run a saved prompt on a schedule.

    Prompt
    Every Monday at 8am, export the last 30 days of chats, re-tag them with the same rules and refresh the dashboard. Read-only: don't message any customers.
?

Share totals, not conversations A shared dashboard should show counts and trends. Keep customer names, numbers and message text out of anything people outside your team can open.