Claude integration
Make Dashworx metrics available in Claude, so your team can ask about channel performance, targets and trends in the AI assistant they already use.
About the Claude integration
Claude is Anthropic’s AI assistant, used by teams for writing, analysis and planning in its web, desktop and mobile apps. Claude can connect to external tools and data through connectors built on the Model Context Protocol, an open standard Anthropic introduced, which lets it draw on approved sources during a conversation rather than relying on pasted text.
For marketing and eCommerce teams, the useful part is context. A planner drafting a campaign brief, or a head of eCommerce preparing a board update, often wants current figures inside the same conversation: last month’s revenue against target, which channels drove new customers, how return on spend has moved by market. Copying those numbers from a dashboard into a chat is slow and invites mistakes.
Sending Dashworx data to Claude makes modelled, analysis-ready metrics available to the assistant your team already uses. Answers draw on the same definitions as your Dashworx dashboards, so a figure quoted in a Claude draft matches the one on screen. Dashworx’s own Conversational AI remains the home for questions inside the platform, alongside its dashboards and KPI alerts; Claude extends that reach into writing, planning and everyday work.
What Dashworx sends to Claude
Revenue and orders vs target
Spend and ROAS by channel
KPI results against targets
Campaign performance summaries
New vs returning customers
Market and brand breakdowns
Month-to-date pacing
Year-on-year comparisons
Product sales by SKU
Conversion rate by channel
Metric and KPI definitions
…and more.
What teams do with Claude data
Visual Intelligence
Trading updates drafted with current figures
Ask Claude to draft a monthly trading update using revenue, targets and channel results from Dashworx, then check the charts in Dashworx itself.
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Conversational AI
Campaign briefs grounded in past results
Question past ROAS and CPA by channel while writing a brief in Claude, the same plain-English way you would ask inside Dashworx.
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KPIs and automation
Explain a KPI alert in context
When Dashworx flags a KPI breach, ask Claude to look at the related metrics and summarise likely causes for the team.
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Send Dashworx data to Claude
Dashworx makes your modelled metrics available to Claude: revenue, orders, spend, ROAS, CPA and conversion rate by channel, campaign, market and product, together with KPI targets, month-to-date pacing and the definitions behind each metric. Claude can then answer questions or draft documents using figures that already match your Dashworx dashboards.
The reason is where people now work. Strategy notes, briefs and updates are increasingly drafted with an AI assistant, and they are only as good as the numbers that go into them. Giving Claude governed, analysis-ready data instead of pasted exports keeps those documents accurate and consistent with what the rest of the business sees. Dashworx remains the source of truth for the dashboards, targets and alerts themselves.
How to connect Claude to Dashworx
01
Choose what to send
Tell us which Dashworx reports, metrics and dimensions should go to Claude, and how often.
02
Authorise access in one click
Sign in to Claude and give Dashworx permission to deliver data. No API keys or developer time required.
03
We map and schedule your data
The Dashworx team maps your analysis-ready data to Claude’s format and sets up the delivery schedule.
04
Get notified when data is flowing
You’ll receive an in-platform notification once the first delivery lands in Claude.
Frequently asked questions
What does Dashworx do with my connected data?
How long does it take for my data to appear after connecting?
Do I need technical skills or a developer to connect a source?
How often is my data refreshed?
How is my data kept secure?
Can I connect multiple accounts from the same platform?
What if the platform I use isn’t listed?
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