In today’s data-driven world, visualizing insights through dashboards and making them accessible anywhere is crucial for informed decision-making. Flowtrail AI makes this process seamless with its new embed feature, allowing users to incorporate live dashboards and reports into various platforms, including Notion. This guide will walk you through the process of embedding your Flowtrail AI dashboards and reports into Notion, ensuring your insights are easily accessible and always up-to-date.

Step-by-Step Guide to Embedding Reports in Notion

To embed your reports in Notion, you first need to publish them in Flowtrail AI. Here’s how you can create API keys, publish your reports, and embed them in Notion.

1. Create API Keys

   • Generate API Keys: API keys are used to validate the Flowtrail AI reports and dashboards. Ensure you have created the necessary API keys and assigned them to your workspace.

2. Publish Your Report in Flowtrail AI

   • Log in to Flowtrail AI: Access your Flowtrail AI account to get started. Log in here.
   • Create or Open a Report: If you haven’t created a report yet, generate one. Refer to the documentation for instructions on creating a new report in Flowtrail AI.

   

   • Publish the Report: Make your report available globally by publishing it. You can share it as public or protect it with a password. Click on the publish button and choose the appropriate option. Once successfully published, the URL will appear at the bottom of your website. Share this URL with your team members or stakeholders.

   

3. Copy the Embed Code

   

   • Get the Embed Code: After publishing, Flowtrail AI will generate an iframe code for embedding. This code is essential for integrating the dashboard into Notion.

   

4. Embed in Notion

   • Open Notion: Navigate to the Notion page where you want to embed the dashboard.
   • Create an Embed Block: Click on the “+” button to add a new block, then select “Embed” from the options.
   • Paste the Embed Code: Paste the iframe code from Flowtrail AI into the embed block. Notion will automatically render your live dashboard within the page.
   • Adjust Height and Width: Modify the height and width based on your viewing preferences.

   

   This is how you can seamlessly integrate your insights into your favourite business applications and get access to valuable data wherever and whenever you need it.

   

These steps can be followed to publish and embed your dashboard in Notion.

Benefits of Embedding Dashboards in Notion

Embedding live dashboards in Notion offers numerous advantages:

• Real-Time Data Access: Your team or stakeholders can view real-time updates and insights directly within Notion, eliminating the need to switch between different applications.
• Enhanced Accuracy: Make your presentations more accurate with real-time data.

Conclusion

Embedding Flowtrail AI dashboards in Notion is a powerful way to keep your team aligned and informed. By following these simple steps, you can integrate your live data seamlessly, enhancing productivity and collaboration. Start leveraging the power of real-time insights within your Notion workspace today.

For more detailed instructions on publishing reports in Flowtrail AI, refer to the official documentation. Happy embedding!