--- title: "Tableau Integration" description: "Connect AI agents to Tableau dashboards and data. Agents render views as PNG images for scheduled reports, export summary data as CSV, download workbooks for backup, trigger extract refreshes, and audit users, groups, projects, and data sources across a site." url: https://flowrunner.ai/integrations/tableau date_modified: 2026-08-01T02:40:32-07:00 --- # Tableau [Analytics & Data](https://flowrunner.ai/integrations/category/analytics-data) Connect AI agents to Tableau dashboards and data. Agents render views as PNG images for scheduled reports, export summary data as CSV, download workbooks for backup, trigger extract refreshes, and audit users, groups, projects, and data sources across a site. [Verified](https://flowrunner.ai/integrations/verified "What does verified mean?") · 22 actions · Session · available [Tableau website](https://tableau.com/) · [Platform Documentation](https://help.tableau.com/current/api/rest_api/en-us/REST/rest_api.htm) · Capability data verified 2026-07-27 1. The Monday 7am leadership reporting run starts on schedule 2. Run Refresh Task forces the revenue extract to refresh ahead of its normal slot 3. Get Job Status polls the background job until it completes, capturing any error details 4. The agent verifies the refresh finished cleanly; a failed job stops the run rather than publishing stale numbers 5. Get View Image renders the KPI dashboard as a high-resolution PNG, saved to FlowRunner file storage 6. The image posts to the leadership channel with the summary CSV from Get View Data attached 7. When a refresh fails, the data owner decides whether to send last week's numbers with a caveat or hold the report until the pipeline is fixed ## What This Integration Enables Dashboards are pull media, and pull loses to a busy calendar every time. The most common failure of a BI investment is not wrong numbers; it is right numbers nobody opened. This connector turns Tableau from a destination into a delivery service. FlowRunner agents refresh extracts and verify the jobs actually succeeded, render views as images, export summary data as CSV, and put the result where the audience already is. The same API surface covers the unglamorous other half of BI: auditing who has access, which workbooks anyone still opens, and which data sources are certified. - Render any view as a PNG, at high resolution, saved to FlowRunner file storage with a durable URL - Export a view's underlying summary data as CSV for spreadsheets, warehouses, and downstream logic - Trigger extract refreshes and scheduled refresh tasks, then poll background jobs to confirmed completion - Download workbooks as .twbx or .twb files for backup and change control - Audit users, groups, projects, data sources, and Prep flows across the site with Tableau filter expressions The ordering discipline matters more than any single action: refresh, verify, then publish. An agent that skips the verification step is just a faster way to distribute stale numbers, which is why the failure path in every FlowRunner reporting flow routes to a [human-in-the-loop](https://flowrunner.ai/concepts/human-in-the-loop) decision instead of a silent send. ### Without FlowRunner **Dashboards as destinations**: The dashboard is excellent and unvisited, because opening it is one more thing to do **Stale with confidence**: An extract failed on Tuesday and the dashboard showed old numbers all week without saying so **Screenshot duty**: Someone crops the same dashboard into the same deck every Monday morning ### With FlowRunner **Reports that deliver themselves**: Rendered views and summary CSVs arrive in Slack and email on schedule, addressed to the people who act on them **Freshness proven before publishing**: Refresh, poll the job, verify, then render, in that order, every time **Governance as a running audit**: Workbook usage, user activity, and data source certification are swept continuously, not annually ## Use Case Scenarios ### The Monday brief that arrives pre-verified The reporting flow refreshes the revenue extract, polls Get Job Status to completion, and only then calls Get View Image on the executive dashboard. The PNG posts to the leadership channel in [Slack](https://flowrunner.ai/integrations/slack) with the week-over-week summary from Get View Data appended as numbers, not pixels. When the refresh fails, leadership gets nothing silently wrong: the data owner gets the job's error details and makes the call. ### The extract that follows its upstream Marketing's dashboard reads from an extract fed by [Google Analytics](https://flowrunner.ai/integrations/google-analytics). When the nightly warehouse load lands, the flow calls Refresh Data Source on the published extract, polls the job, and appends the refreshed view's summary CSV to [Google Sheets](https://flowrunner.ai/integrations/google-sheets) for the team that lives in spreadsheets anyway. The dashboard and its upstream stop drifting apart, because the refresh is chained to the event that makes it meaningful. ### The quarterly site audit that runs monthly A governance agent sweeps the site: List Workbooks with usage statistics finds dashboards nobody has opened in months, List Users surfaces accounts with no recent login, and List Data Sources flags uncertified sources feeding certified-looking dashboards. The findings land as a report with recommendations. Before anything is retired, Download Workbook archives the .twbx to storage, and the actual deletion waits for a person, for reasons the next section makes plain. ## Human-in-Loop Highlight Delete Project is the most destructive single call in this connector's catalog: it permanently deletes the project and everything inside it, every workbook, every published data source, every nested project, and it cannot be undone. A folder delete in Tableau is not tidying; it is the removal of an entire team's analytical record in one request. So the FlowRunner governance flow treats it as a two-key operation. The agent builds the case file: the project's contents from List Workbooks and List Data Sources, usage statistics showing months of silence, and a completed Download Workbook backup for every workbook inside. Then it asks, naming the project, the item counts, and the backup locations, and a site administrator gives the explicit yes. The audit, the archiving, and the paperwork run at machine speed. The one call that erases a team's work stays behind a person with the authority to make that call. Agent processes routinely Detects exception requiring judgment Clear match Continues automatically Ambiguous Routes to human via preferred channel Human decides Agent resumes with decision ## Agent Capabilities 22 actions ### Workbooks 4 - **List Workbooks** Lists published workbooks on the site with paging and optional Tableau filter expressions, returning each workbook's LUID, name, content URL, project, owner, and timestamps. - **Get Workbook** Retrieves full details for a single workbook by LUID, optionally including total view count usage statistics. - **Get Workbook Views** Lists the views contained in a workbook, optionally with per-view usage statistics. The bridge to Get View Image and Get View Data. - **Download Workbook** Downloads a workbook as a packaged .twbx or lighter .twb file to FlowRunner file storage, returning a durable URL. The backup step before any retirement decision. ### Views 4 - **List Views** Lists all views on the site with paging, filter expressions, and optional usage statistics. - **Get View** Retrieves a single view's details by LUID, including its parent workbook and owner. - **Get View Image** Renders a view as a PNG, saved to FlowRunner file storage, with high-resolution rendering and a cache max age. The action that puts dashboards into reports, emails, and chat. - **Get View Data** Returns a view's underlying summary data as CSV text with a cache max age. The action that turns dashboard aggregates into inputs for downstream steps. ### Data Sources 3 - **List Data Sources** Lists published data sources with paging and filters, including each source's type, project, owner, and certification status. - **Get Data Source** Retrieves a single published data source's details by LUID. - **Refresh Data Source** Triggers an immediate extract refresh of a published data source, returning a background job to poll. Extract-based sources only; live connections cannot be refreshed. ### Projects 3 - **List Projects** Lists the site's projects with each one's LUID, description, content permissions mode, and parent project. - **Create Project** Creates a new project, optionally nested under a parent, with a description and content permissions mode. - **Delete Project** Permanently deletes a project and all content it contains. Cannot be undone. The operation this page's human gate exists for. ### Users and Groups 3 - **List Users** Lists site users with paging and filter expressions, returning site role and last login. The raw material of access audits. - **Get User** Retrieves a single user's details by LUID, including email, site role, authentication setting, and last login time. - **List Groups** Lists the site's groups with domain and minimum site role for members. ### Jobs and Tasks 4 - **Get Job Status** Retrieves a background job's progress, completion status, and error details by LUID. The verification step after every refresh. - **List Refresh Tasks** Lists the scheduled extract refresh tasks configured on the site with their schedules and targets. - **Run Refresh Task** Runs a scheduled refresh task immediately, outside its normal schedule, returning a background job to poll. - **List Schedules** Lists the server-wide schedules used for extract refreshes, subscriptions, and flows on Tableau Server, with frequency, state, and next run time. ### Flows 1 - **List Flows** Lists published Tableau Prep flows on the site with project, owner, and timestamps. ## Frequently Asked Questions ### What can FlowRunner do with Tableau? FlowRunner agents can run List Workbooks, Get Workbook, and Get Workbook Views in Tableau, plus 19 more actions. ### Does connecting Tableau to FlowRunner require OAuth? No. Tableau connects to FlowRunner with session-based authentication, no OAuth flow required. ### Can Tableau trigger a FlowRunner workflow automatically? Tableau doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger. **Work at Tableau?** This integration exposes Tableau to AI agents on every FlowRunner plan, including through MCP, at no cost to you. [See what FlowRunner offers integration partners](https://flowrunner.ai/integrations/partners), including how to keep this page current. --- Markdown version of https://flowrunner.ai/integrations/tableau. Site index: https://flowrunner.ai/llms.txt