Your Tableau dashboard already shows you what needs to happen. A deal hasn't moved in 12 days. A KPI just dropped below target. A customer's satisfaction score is in freefall.
Autom8 is Biztory's new no-code Tableau extension that turns that moment of insight into an immediate action — without opening another tab, copying data, or writing a single line of code.
The gap between insight and action
Anyone who works in Tableau knows the feeling. You're reviewing your pipeline dashboard, and you spot it immediately: three high-value deals haven't had any activity in two weeks. You know what needs to happen. You need to flag them for the sales team, update the CRM, and send a nudge to each rep.
So you open Salesforce in a new tab. Then Slack. Then maybe Jira. You copy the account names, paste them into messages, type out the context you already had open in Tableau, and hope things don't fall through the cracks.
This happens dozens of times a day, across every team that uses Tableau.
It's not a data problem. The insight is right there. It's the gap between seeing the problem and doing something about it — and every context switch in between is where urgency dies and follow-through breaks down.
According to research by McKinsey, knowledge workers spend an average of 28% of their working day on email and manual communication tasks. For teams running operations through BI dashboards, a significant chunk of that is translating what they see in Tableau into actions across other tools.
Today, we're closing that gap.
Introducing Autom8
Autom8 is a no-code Tableau extension built by Biztory that lets you trigger automated workflows directly from inside any Tableau dashboard. Update a CRM record. Push an alert to Slack or Teams. File a Jira ticket. Approve a budget request. All in one click, without ever leaving your dashboard.
It connects to n8n — a self-hosted workflow automation platform with 400+ app integrations — which means your business data flows directly from Tableau through your own infrastructure to its destination. Biztory never sees your data. Your IT team never needs to get involved for routine workflows.
Autom8 works on Tableau Server, Tableau Cloud, and Tableau Plus — the three deployment environments used by the vast majority of Tableau's commercial customers. No platform upgrade required. No new licence to negotiate.
And it's free to start.
Your data never leaves your environment
One concern that comes up immediately when teams hear "workflow automation" is data security. Rightly so — these workflows touch CRM records, financial data, and employee information.
Here's how Autom8 handles it: your data never passes through Biztory's servers. Ever.
The entire flow is: Tableau → your n8n instance → your destination system (Salesforce, Slack, SAP, etc.). n8n runs in your own infrastructure, whether that's a self-hosted server or an n8n cloud account. Biztory is not in that data path at any point.
This architecture makes Autom8 GDPR-safe by design, not by policy. There's no third-party data processor agreement required with Biztory for your business data, because Biztory never processes it.
Get started free today
Autom8 has a free tier that's permanent — not a time-limited trial. No credit card required. Simply request your free forever tier and set up your first KPI alert or CRM sync in minutes and see whether it changes how your team works before committing to anything.
Start for free at autom8.biztory.com →
If you'd prefer a guided walkthrough, contact us to book one.
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