# Introduction Introduction: Elevate your business operations intelligence with Autonmis. Enjoy flexible integrations, operational dashboards, and AI-driven insights for smarter, faster decision-making. Autonmis is designed to be your business intelligence companion - providing you with an on-the-fly, collaborative view of what your business is really doing, rather than how it is being displayed on dashboards. Autonmis overlays your existing systems rather than adding additional tools or replacing them. It brings together dispersed signals, brings into focus what requires focus and converts complicated operational information into explicit and responsible actions. The operations intelligence platform is built to support teams that desire fewer blind spots and increased speed of execution - whether scaling as a mid-sized lender, juggling complex operations in an enterprise on the growth stage or leading teams that require real-time business ops visibility without engineering heft. #### Key Capabilities You’ll Rely On **Flexible Integrations** - Integrates with CRMs, ERP, 3rd Party APIs, data warehouses, communication tools (Slack, Teams, Email) and additional business systems with seamless integrations-- no disruption to your current stack. **Operational Dashboards** - Real time monitoring of process health, team workloads, risk factors and throughput - thus leaders and teams are on a common live picture. **Automated Reports -** Automatically create and distribute MIS or performance packs to leadership, regulators or internal teams - hours spent manually preparing the information are reduced to minutes. **Alerts & Queues -** Flagging bottlenecks, SLA violations or risks before they go snowballing with a clear ownership and accountability history of how to correct. **AI Copilot -** Most of AI Copilot is about asking questions in plain English, instantly surface anomalies, and provide next step suggestions - a paradigm shift in firefighting toward proactive decision-making.
This documentation is your guide to making the most of [Autonmis](https://autonmis.com/). 👉 If you’re ready to reduce firefighting and run operations with fewer blind spots - like many of our customers already do -[ let’s get started.](https://docs.autonmis.com/getting-started) We’re committed to keeping things simple, useful, and outcome-driven. If you have questions, run into issues, or want to share feedback, write to us anytime at Together, let’s bring clarity, accountability, and intelligence to the way your business operates.
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# About Us About Us: Autonmis empowers mid-market businesses with AI-native intelligence, turning chaos into clarity. Experience faster decision-making and streamlined operations. Expanding businesses operate on processes - across boarding new clients, releasing money, risk management, or taking in repayments. Yet these processes are usually sloppy: * Small groups are stretched to a breaking point, and are on fire all the time. * Systems which fail to communicate with one another leaving key blind spots. * MIS which requires days to prepare and is old by the time it is distributed. * Reactive decisions are made once the snowballs of problems have become large. We have experienced these difficulties ourselves. and that is why we build Autonmis. ### What We Do Autonmis is an AI native Data and Business Operations Intelligence Platform. We intend to make teams have a clear and live picture of their operations and be able to make fast and confident decisions. We do not replace your existing systems - we sit above of them. Autonmis connects with your existing systems - LOS, LMS, CRM, payments and collections and transforms dispersed data into: * Dashboards that are live and can be trusted by everyone. * Alerts over risks are automated in advance. * Reporting that is audited ready to the leadership and regulators. * AI-driven recommendations that assist teams in concentrating on what is the most important. Simply put, we assist businesses to shift towards running on hunches to running on live intelligence.
### Who We Serve Autonmis is targeted at the mid-market businesses and growth businesses that require the flexibility of an enterprise operations solution, but lack the heavy lifting and expensive nature. **In high-growth teams:** We provide structure and visibility that enables you to grow without falling into anarchy. **In the case of lean organizations:** We automate and use intelligent alerts to minimize manual work. **In the case of leaders:** We present one source of truth to make decisions quicker, crisper, and evidence-based. ### The reason why Autonmis is the Right Choice **Accelerated Decision-Making** * Timely Insights: Live dashboards and automated MIS cut reporting delays from days to minutes. * Unified Command Surface: All the signals, KYC to collections, in a single location. **Resource Efficiency** * Lean Setup: Within weeks, not months and with little engineering lift. * Cost-Effective: Tool sprawl and hours spent manually preparing MIS will be minimized. **Enhanced Collaboration** * Shared Visibility: Ops, risk, business, and leadership teams work off the same live data. * Clear Accountability: Every alert and workflow comes with an owner and audit trail. At [Autonmis](https://autonmis.com/), we believe operations should enable growth, not hold it back.\ That’s why our platform is built to help businesses scale smoothly - with fewer blind spots, faster resolutions, and a lot less firefighting. # Key Differentiators Key Differentiators: Autonmis helps businesses move from insight to action with AI-driven operations intelligence, unified workflows, and faster, smarter business operations. Autonmis is not another tool to add to your already bloated stack. It is a platform that aims to provide businesses of all sizes, including lean teams and businesses that scale rapidly with high velocity, with a clearer and quicker means to operate. ### Here’s what makes Autonmis different: #### AI That Works for You Instead of Hours of report-digging of Insight: Autonmis includes trends, anomalies, and bottlenecks automatically, which helps your teams to save time on searching through reports. Actionable Next Steps: The platform does not simply present the numbers but indicates where the focus should be - a risk indicator, a case that is stalled, or a risk area to work on and transform throughput. #### Built for All Teams, Not Just Engineers Easy to Use: Non-technical users can have available access to intuitive dashboards and alerts that are easily comprehensible on the first look. Customizable by Experts: The power user still has the option to even go deeper, by writing either SQL or Python queries in situations where advanced customization is required. #### Deployed Your Way Cloud/On-Prem: You can leverage the flexibility of the cloud or have the control of on-premises, fully customized to your environment. Scales With Growth: As you grow, so does the platform - there are no drastic infrastructure changes, no mysterious complexity. #### Alerts to Action in One Place Unified Workflow: Autonmis will connect within your current systems and then transforms it into an operational view in real time. No hopping among dashboards, MIS sheets and trackers. Modular and Flexible: Starting with what you need - dashboards, alerts or AI Copilot - and easily expand over time as your needs fluctuate. #### Fast, Reliable, and Efficient Low Latency, High Impact: [Autonmis](https://autonmis.com/) makes time-sensitive operations complete sooner by selecting time-sensitive operations at the source site and propagating across this distance. Lean Implementation: Live in weeks not months - with minimal engineering effort and reduced running costs than traditional enterprise platforms. #### Transparent and Predictable Pricing * No Surprise Bills: Clear, seat-based [pricing](https://autonmis.com/pricing) means you always know what you’ll pay. * Enterprise-Grade, Mid-Market Friendly: Designed to give mid-sized businesses the power of an enterprise platform without the prohibitive price tag.\
# Free & Pricing Plans Autonmis offers tailored [**plans**](https://autonmis.com/pricing) for different user groups to suit your needs. Whether you are an individual, startup, or enterprise, Autonmis has a plan that fits. Let’s explore the different plans: ### **Starter Plan (Free for Individuals)** Begin your data journey with Autonmis! Ideal for those looking to explore and understand their data without upfront investment. * Features include: * Drag-and-drop visualization * AI-assisted analytics (limited) * Share dashboards & notebooks * Limited objects and Standard support ### **Enterprise Plan (Free Trial Available)** * **Free Trial for Enterprise**: Explore the full range of Autonmis' enterprise capabilities, such as advanced data integration, monitoring, and premium AI insights. After the trial, users can either upgrade to the paid **On-Prem/VPC** plan for ongoing access or look forward to our **Enterprise SaaS** option (coming soon). * **Enterprise On-Prem/VPC**: * Full Autonmis BI and DE Suite * Advanced data integration & monitoring * Enhanced AI-Driven Insights * Custom deployment options and premium support ### **Startup Plan (Private Beta for Early Access)** Gain exclusive early access to enterprise features and directly shape the future of the Autonmis platform by joining our **Startup Plan**. * Access to: * Enterprise-level features * Influence product roadmap * Close collaboration with the Autonmis team * Guaranteed pricing discounts
{% hint style="success" %} All plans allow for seamless data exploration and are designed to grow with your needs. Upgrade anytime as your data demands increase. {% endhint %} # General FAQs Explore General FAQs about Autonmis, the AI-native platform that unifies business operations, automates workflows, reduces blind spots, and enables data-driven decisions for modern teams. Here are some general FAQs (Frequently Asked Questions) that can help you better understand Autonmis’ offerings: ### Q1. What is Autonmis and how is it different from other business platforms? Autonmis is an AI-native[ Data & Business Operations Intelligence platform](https://autonmis.com/). Unlike traditional dashboards or BI tools that only display reports, Autonmis connects all your operational data from existing systems and turns it into actionable workflows, real-time alerts, and accountable actions. This means your teams can identify and resolve issues before they escalate, improving efficiency and reducing risk. ### Q2. Who can benefit from using Autonmis? Autonmis is designed for CXOs, finance leaders, operations managers, and data teams across industries. Whether you are a fast-scaling startup or a mid-market enterprise, Autonmis helps reduce blind spots, cut down on manual work, and make faster, data-driven decisions. ### Q3. Does Autonmis replace my existing systems like CRM, ERP, or LOS? No. Autonmis is built to complement your existing systems. It sits on top of your CRM, LOS, ERP, payment systems, LMS, or spreadsheets and consolidates their data into a single command center for visibility, accountability, and action - without replacing your core tools. ### Q4. How quickly can we get started with Autonmis? Most teams can go live and start using their first operational dashboards within 3-4 weeks. Since Autonmis doesn’t require heavy engineering or data rebuilds, setup is fast and significantly lighter than traditional enterprise platforms. ### Q5. Can non-technical users work with Autonmis? Absolutely. Autonmis is built for both technical and non-technical users. Business users can access intuitive dashboards, receive AI-assisted insights in plain language, and get alerts for important issues. Advanced users can still use SQL or Python for deeper customization if needed. ### Q6. What kinds of problems does Autonmis solve? Autonmis helps businesses fix the everyday problems that slow down operations. It brings visibility, accountability, and control to areas that usually run in silos. Here’s what it tackles: * **Disconnected systems:** Data scattered across CRMs, ERPs, and spreadsheets makes it hard to see what’s really happening - Autonmis unifies it all. * **Slow reporting cycles:** Leadership shouldn’t wait days for MIS updates - Autonmis turns them into automated, real-time dashboards. * **Hidden operational risks:** SLA breaches, delays, or stuck cases are flagged instantly, so teams can act before they escalate. * **Manual and repetitive processes:** Tasks that once took hours are automated, reducing follow-ups and handoffs. * **Unclear ownership:** Every workflow, alert, and metric is tied to an accountable owner, bringing transparency across teams. In short, Autonmis helps operations teams move from reactive problem-solving to proactive execution - with fewer blind spots and faster outcomes.
### Q7. Can Autonmis integrate with my existing systems? Yes. Autonmis connects with databases, spreadsheets, cloud storage, and SaaS applications. This creates a unified view of all operational data in one platform, making it easier to monitor and act on critical information. ### Q8. How does Autonmis help with data-driven decision-making? By consolidating operational data into live dashboards and notebooks, Autonmis provides actionable insights in real-time. Leaders can make faster, more informed decisions and reduce reliance on guesswork or outdated reports. ### Q9. Can I collaborate with my team within Autonmis? Yes. You can share dashboards, reports, and notebooks with your team members in read-only or collaborative modes. This improves transparency, teamwork, and accountability across all departments. ### Q10. How does Autonmis handle operational anomalies or errors? Autonmis automatically detects anomalies in your operations, triggers alerts, and provides recommendations for corrective action. This ensures minimal disruption and helps your team respond before small issues become major problems. ### Q11. What role does AI play in Autonmis? AI is at the core of Autonmis. It helps build dashboards, generate queries, detect anomalies, automate repetitive tasks, and even suggest workflow improvements - enabling faster insights and more efficient operations. ### Q12. Is Autonmis suitable for both small and large teams? Yes. Autonmis scales to fit teams of all sizes. Small teams can start with Explorer/Starter editions to build dashboards and basic workflows, while larger teams and enterprises can use the Enterprise edition for advanced alerting, governance, and custom deployments. ### Q13. How does Autonmis reduce manual firefighting and improve SLAs? By combining near-real-time monitoring, anomaly detection, and multi-condition alerts, Autonmis surfaces problems early. Automated remediation steps help teams prevent incidents rather than constantly reacting to them, saving time and improving service levels. ### Q14. What alerting capabilities are available for complex operational rules? Autonmis supports multi-condition alerts, scheduling, and advanced automation hooks. You can set rules based on thresholds, trends, or composite conditions and route alerts to Slack, email, or ticketing systems for fast and effective resolution. ### Q15. What exactly does Autonmis do for business operations? Autonmis brings together data pipelines, dashboards, alerts, notebooks, and workflow automation into a single platform. Operations teams can detect issues, automate fixes, and measure outcomes in near real-time - instead of relying on static reports or manual follow-ups. ### Q16. How do I choose the right Autonmis edition for my team? Small teams usually start with the [Explorer edition](https://autonmis.com/products/explorer-edition) to create dashboards, notebooks, and basic workflows. Larger teams or enterprises typically opt for the [Enterprise edition](/), which includes advanced alerting, and custom deployment options. # Community We're glad you are here! 🚀 ## Discord community 🎉 Our [Discord Community](https://discord.gg/smYQpxwg) is full of folks ready to help you and share what they are building with Autonmis! [Join our community now with this invite link](https://discord.gg/smYQpxwg)!
## Book a demo > [![Autonmis Demo | Abhranshu Bagchi](https://calendly.com/favicon.ico) **Autonmis Demo | Abhranshu Bagchi**](https://calendly.com/abhranshu-bagchi/30min?month=2025-01) ## Contact us For any other chit chat, send us a note at [**hello@autonmis.com**](mailto:hello@autonmis.com).
# Getting Started Autonmis provides powerful tools for data integration, analysis, and visualization. Below is an outline of the core sections to help you get started on each task.
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# Create your first Connection Autonmis enables you to connect to various databases and cloud storage platforms, file uploads to streamline data querying and analysis. Begin by exploring supported connection types and learn how to add and verify your connections. [**Read more about Connections.**](/create-your-first-connection) # Create & Manage your first SQL Notebook SQL Notebooks are essential for building comprehensive analyses. Choose between creating a notebook manually or generating one using AI to suit your workflow. [**Learn about SQL Notebooks.**](/create-and-manage-your-first-sql-notebook) # Create & Manage your first Python Notebook With Python Notebooks, you can perform complex data transformations and visualizations. Discover how to create notebooks manually or with AI assistance. [**Explore Python Notebooks.**](/create-and-manage-your-first-python-notebook) # Create & Manage your first Dashboard Dashboards let you visualize and organize data insights. Easily create them from the Dashboard tab or directly within SQL Editor and SQL Notebook, then manage as needed. [**Find out more about Dashboards.**](/create-and-manage-your-first-dashboard) # Create your first Connection Autonmis provides users with the ability to connect to a variety of data sources, including databases and cloud storage, to enable data querying and analysis.
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# Step 1: Navigate to the Connect Tab Once logged into the Autonmis platform, the user will be automatically directed to the **HOME** tab on the left-hand side navigation bar. Select the **'*****CONNECT*****'** tab.
This will open the **Data Source** panel, which displays the following sections: * **All Data Sources**: Includes both databases and files. * **Added Databases**: Displays databases you've already connected. * **Added Files**: Shows connected files for analysis. # Step 2: Supported Connection Types Autonmis supports various connection types to ensure flexibility in accessing and integrating your data. These include: 1. **Databases:** * **SQL-based databases:** MySQL, Microsoft SQL Server, Postgres, MariaDB, Oracle, SQLite * **NoSQL databases:** MongoDB, Google BigTable * **Data warehouses:** Snowflake, Google BigQuery, AWS Redshift, ClickHouse, StarRocks, Trino, DuckDB * **Time-series and analytical databases:** Prometheus, MotherDuck 2. **Traditional Cloud Storage services:** AWS S3, Google Cloud Storage, Microsoft Azure Blob Storage 3. **Files:** These are supported file types: * `.csv` * `.xlsx` * `.json` * `.parquet`
> Each DB/CS connector comes with specific configuration fields to allow seamless integration. You can find these under the **'Database'** and **'Cloud Storage'** categories within the **All Data Sources** panel. # Step 3: Add a Connection ### Add a Database Connection To add a database, select the relevant database from the list of connectors. Once chosen, click on the **'+'** icon associated with the selected database. You will be prompted to provide the following details: 1. **User**\* 2. **Account**\* 3. **Database**\* 4. **Password** 5. **Schema** 6. **Role** 7. **Warehouse** 8. **Passcode** 9. **Authenticator** 10. **Private Key Path** 11. **Private Key Passphrase** 12. **Max Chunk Download Workers** 13. **Custom JSON Decoder Enabled** 14. **Copy Method** Once the necessary details have been entered, click **'Connect Database'** to establish the connection.
**Note:** Fields marked with an asterisk (\*) are mandatory. Input requirements may vary depending on the database selected. ### Add a Cloud Storage Connection For cloud storage services, follow a similar process. Choose the relevant cloud storage option, click on the **'+'** icon, and provide the required information: 1. **Container\*** 2. **Account**\* 3. **Shared Access Signature URL** 4. **Connection String** Once the necessary details have been entered, click **'Connect Database'** to establish the connection.
> **Note:** The required fields may differ depending on the cloud storage provider you're connecting to. ### Add a File 1. Go to the **File** tab, located below the **Database** category.
2. Click on the **Upload File** button. A prompt will appear for you to select a file from your local machine. **Supported File Types**: * `.csv` * `.xlsx` * `.json` * `.parquet` 3. Once your file is selected, click **Upload File** again to finalize the upload. # Step 4: Verify DB/CS Connection The platform will validate the credentials, and if successful, your data source will be added to the **'Added Data Sources'** section for further use.
**Troubleshooting Tips:** * [x] Ensure all mandatory fields are completed accurately. * [x] Verify network connectivity between Autonmis and your data source. * [x] For database-specific issues, check the compatibility settings in the database configuration. * [x] In case of connection failures, please reach out to **** # Create & Manage your first SQL Notebook SQL Notebooks are essential for building insightful data analyses and dashboards. These steps walks you through creating a SQL Notebook effectively.
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# Create a SQL Notebook Once logged into the platform, you will be redirected to the **'Home'** tab by default. To begin creating a SQL notebook, follow these steps: ### Accessing the SQL Notebook 1. From the left-hand navigation, click on the **'SQL'** tab within '**NOTEBOOKS**' dropdown. 2. This redirects you to the **SQL Notebook** page, where you can create and edit notebooks. 3. The page will display a list of existing notebooks as cards. You can filter them by: * **Data Source** * **Status** (Published, Unpublished) * **Author** (You, Other) 4. Use the search bar to find specific notebooks easily.
*** ### Creating a New Notebook 1. Click on the **'+ Notebook'** CTA to start a new notebook.
2. A popup will ask for the following details: * **Name** of the notebook * **Data source** selection from a dropdown * **Description** 3. Click on **'Add'** to create and access the notebook. *** ### Method Selection for Notebook Creation 1. Once the notebook is created, it will redirect you to select a method for generating notebook, a prompt will appear asking you to choose a method to generate the notebook: * **Generate Using AI:** Automatically generates a notebook based on your input. * **Build Manually:** Allows manual creation of a notebook step-by-step.
# Generate a SQL Notebook Using AI If you choose the **'Generate Using AI'** option, follow these steps: 1. **Input Details:** * You’ll be prompted to input the following: * **Prompt**: Describe the objective of your notebook. * **Tables**: Select tables from the dropdown (multiple selections are allowed). * Once completed, click **'Generate'** to create the notebook. 2. **Navigating the AI-Generated Notebook:** * The generated notebook will display code blocks, with an **Analysis Introduction** at the start and an **Analysis Summary** at the end. * You can insert new SQL queries, text, or edit between steps as needed. All changes are automatically saved. * The notebook’s sidebar allows you to view and search through your database’s schema and tables. 3. **Working with Code Blocks:** * Each code block provides options to: * **Run the query**. * **Modify variable names**. * **Use AI Copilot** for suggestions (pencil icon). * **Hide, move up/down, or delete the step**. 4. **Additional Features:** * At the top of the notebook, you'll find CTAs to: * **Save** the notebook. * **Publish or Share** using the vertical ellipsis menu. * **Show variables** and **Run all code blocks**. * Explore the three tabs: * **Notebook** (default view). * **Storybook**: Displays the notebook's analysis in narrative form. * **Dashboard**: Allows for creating dashboards from generated metrics and charts. # Build a SQL Notebook Manually If you opt for the **'Build Manually'** method, follow these steps: ### **Input Details** * Enter the **Objective** of the notebook. * Select the relevant **Tables** (multiple selection allowed) from the dropdown. * Once completed, click **'Generate'** to proceed.
### **Access the SQL Notebook** When the **"Build Manually"** option is selected, you will be directed to the main SQL notebook workspace. A default SQL code block is automatically created, where you can begin writing and executing SQL code to generate outputs. ### **Inserting Code and Text Blocks** As you navigate through the notebook, you can easily add more content using the following options located in the each code block: * **+ SQL**: Allows you to insert SQL code blocks to query data directly within the notebook. * **+ Text**: Adds a text block to include notes or explanations. All changes are saved automatically to ensure no progress is lost during your work.
### **Working with Code Blocks** Each code block provides options to: 1. **Run the query** 2. **Modify variable names** 3. **Use AI Copilot** for suggestions (pencil icon) 4. **Hide the Code, move up/down, or delete the step**
### **Additional Features** At the top of the notebook, you'll find CTAs: 1. **Publish or Share** using the vertical ellipsis menu 2. **Save** the notebook 3. Show all **Variables** 4. **Run all code blocks** 5. **Notebook** tab (default view) 6. **Storybook** tab: Displays the notebook's analysis in narrative form 7. **Dashboard tab:** To create a **Dashboard** using SQL Editor, the user can click on this [**link**](/create-and-manage-your-first-dashboard/create-dashboards-from-sql-editor-or-sql-notebook/using-sql-notebook).
# Create & Manage your first Python Notebook Python Notebooks are ideal for performing complex computations and visualizations, guiding you step-by-step to generate meaningful analyses.
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# Creating a Python Notebook Once logged into the platform, you will be redirected to the **'Home'** tab by default. To begin creating a Python notebook, follow these steps: ### Accessing the Python Notebook 1. From the left-hand navigation, click on the **'PYTHON'** tab within '**NOTEBOOKS**' dropdown. 2. This redirects you to the **Python Notebook** page, where you can create and edit notebooks. 3. The page will display a list of existing notebooks as cards. You can filter them by: * **Status** (Published, Unpublished) * **Author** (You, Other) 4. Use the search bar to find specific notebooks easily.
### Creating a New Notebook 1. Click on the **'+ Python Notebook'** CTA to start a new notebook.
2. A popup will ask for the following details: * **Name** of the notebook. * **Description** 3. Click on **'Add'** to create and access the notebook. ### Method Selection for Notebook Creation Once the notebook is created, it will redirect you to select a method for generating notebook, a prompt will appear asking you to choose a method to generate the notebook: 1. **Generate Using AI:** Automatically generates a notebook based on your input. 2. **Build Manually:** Allows manual creation of a notebook step-by-step.
# Generate a Python Notebook Using AI If you choose the **'Generate Using AI'** option, follow these steps: 1. **Input Details:** * You’ll be prompted to input the following: * **Prompt**: Describe the objective of your notebook. * **Tables**: Select tables from the dropdown (multiple selections are allowed). * Once completed, click **'Generate'** to create the notebook. 2. **Navigating the AI-Generated Notebook:** * The generated notebook will display code blocks, with an **Analysis Introduction** at the start and an **Analysis Summary** at the end. * You can insert new Python queries, text, or edit between steps as needed. All changes are automatically saved. * The notebook’s sidebar allows you to view and search through your database’s schema and tables. 3. **Working with Code Blocks:** * Each code block provides options to: * **Run the query**. * **Modify variable names**. * **Use AI Copilot** for suggestions (pencil icon). * **Hide, move up/down, or delete the step**. 4. **Additional Features:** * At the top of the notebook, you'll find CTAs to: * **Save** the notebook. * **Publish or Share** using the vertical ellipsis menu. * **Show variables** and **Run all code blocks**. * Explore the three tabs: * **Notebook** (default view). * **Storybook**: Displays the notebook's analysis in narrative form. * **Dashboard**: Allows for creating dashboards from generated metrics and charts. # Build a Python Notebook Manually If you opt for the **'Build Manually'** method, follow these steps: ### **Access the Python Notebook Editor** When the **"Build Manually"** option is selected, you will be directed to the main Python notebook editor. A default Python code block is automatically created, where you can begin writing and executing Python code to generate outputs. ### **Inserting Code and Text Blocks** As you navigate through the notebook, you can easily add more content using the following options located in the each code block: * **+ Python**: Inserts a new Python code block. * **+ Text**: Adds a text block to include notes or explanations. * **+ SQL**: Allows you to insert SQL code blocks to query data directly within the notebook. All changes are saved automatically to ensure no progress is lost during your work.
### **Adding Data Sources** On the left side of the notebook interface, the **Data Sources** panel is available to import databases or files. You can: * **+ Add Database**: Connect to an external database. * **+ Add File**: Upload files from your system. These are the accepted extensions: .csv, .xlsx, .json, .parquet Upon clicking either option, a data source panel will open, following the same process used in [**Step 1**](/create-your-first-connection/step-1-navigate-to-the-connect-tab) of **Creating Your First Connection**.
### **Selecting Data for Import** From the data source panel, you can select a database or file from your previously connected sources. If connecting to a database, select the appropriate table from the dropdown menu.
### **Importing Data to the Notebook** Once your database or file is selected, click the **"Import to Notebook"** button. This will automatically create a new Python code block on the right side of the editor, populated with the relevant code to load and work with your selected data.
### **Working with Code Blocks** * Each code block provides options to: 1. **Run the query** 2. **Modify variable names** 3. **Use AI Copilot** for suggestions (pencil icon) 4. **Hide the Code, move up/down, or delete the step**
### **Additional Features** * At the top of the notebook, you'll find CTAs: 1. **Publish or Share** using the vertical ellipsis menu 2. **Run all code blocks** 3. **Save** the notebook (all changes are saved automatically) 4. **Notebook** tab (default view) 5. **Storybook** tab: Displays the notebook's analysis in narrative form
# Create & Manage your first Dashboard There are two primary ways to create and build dashboards: using **SQL Editor** and **SQL Notebook**. You can either create a dashboard directly from the Dashboard tab, or explore these methods individually through their respective tabs in the platform.
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# Create a Dashboard from the Dashboard Tab ### Access the Dashboard Section After logging in, go to the **'Dashboard'** tab located in the left-hand navigation bar. This will take you to the **Dashboard Listing Page**, where all existing dashboards are displayed as cards. You can filter these dashboards by: * **Data Source** (connected databases) * **Type** (Chart, Notebook) * **Status** (Published, Unpublished) * **Author** (You, Others)
### Create a New Dashboard Click on the **'+ Dashboard'** button at the top of the page. A popup will appear asking for: * **Name** of the dashboard * **Description** Once you provide these details, click 'Add' to create your dashboard. ### Choose a Method to Build the Dashboard After creating the dashboard, you’ll be prompted to choose one of the two methods to build it: * **SQL Editor**: Create charts by writing SQL queries. * **SQL Notebook**: Build a dashboard using notebook-based queries. You will be redirected to the respective method's listing page, where you can start building your dashboard.
# Create Dashboards from SQL Editor or SQL Notebook You can also build a dashboard directly by navigating to the individual tabs for **SQL Editor** or **SQL Notebook** from the left-hand navigation bar. # Using SQL Editor Follow these steps to create a dashboard using a SQL Editor: 1. Go to the **'SQL Editor'** tab. 2. Create a chart, write and run a SQL query to retrieve data. The query results will be displayed under the **'Data'** tab in the 'Visualize' section. 3. Click the **'Metrics'** tab to enter **Distributed metric mode** and drag dimensions and measures into the X-axis and Y-axis fields to create a chart. You can also select the chart type (Line, Area, Bar, Pie), and add a **chart name** and **description**.
4. For Aggregated metrics, choose a metric from the dropdown, select a function (SUM, AVG, COUNT, MAX), and provide a chart name.
5. To publish the chart within a dashboard, click on the **'Publish Chart'** button. This will display a list of existing dashboards. If you want to create a new dashboard, click on the **'Add Dashboard'** button. A popup will prompt you to provide the **dashboard name and description**.
After entering these details, click **'Add'** to create the new dashboard. Then, select the newly created dashboard from the dropdown and click **'Publish'** to publish the chart within that dashboard.
# Using SQL Notebook Follow these steps to create a dashboard using a SQL Notebook: 1. Go to the **'SQL Notebook'** tab under the **'Notebook'** dropdown in the navigation bar. 2. Create a SQL Notebook, write and run a SQL query. The results will appear in the **'Data'** tab. 3. Switch to the **'Metrics'** tab to enter **Distributed metric mode**. Here, you can create charts by dragging dimensions and measures into the X and Y axes. You can also select the chart type (Line, Area, Bar, Pie), and add a **chart name** and **description**.
4. For Aggregated metrics, choose a metric from the dropdown, select a function (SUM, AVG, COUNT, MAX), and provide a chart name.
5. Once your chart is ready, you can save it by clicking **'Save as DM'** (for Distributed mode) or **'Save as AM'** (for Aggregated mode). 6. To create a dashboard, click the **'Dashboard'** tab at the top of the notebook. From the list of available metrics, select the ones you want and click **'Go to Dashboard'**. Provide the **dashboard name** and **description**, then click **'Add'** to create it.
# Manage the Dashboard Once the dashboard is created, use the vertical ellipsis menu at the top right corner to: * Edit the chart in SQL Notebook * Publish the dashboard * Edit the chart layout in the dashboard * Share the dashboard * Export as PDF
# Mastering Data Queries with SQL Editor This process allows for seamless data querying, management, and collaboration, ensuring an efficient workflow within the SQL Editor.
Create a SQL Editor/pages/bHlupj6c1EEGj2oBpwLK
Writing and Running SQL Queries/pages/ZOqmVWoEp6uJO0TYQkmF
# Create a SQL Editor ### Access SQL Editor Workspace Once logged into the Autonmis platform, the user will be automatically directed to the **HOME** tab on the left-hand side navigation bar. Click on the ***SQL Editor*** tab, which redirects to the SQL Editor Workspace.
Here, users can create and manage reports (SQL Editor) for their data queries. ### Report Management The SQL Editor Workspace features a listing of all available reports (SQL Editors) displayed in cards. 1. Users can filter notebooks by: * **Data Source**: Filter based on the database connected. * **Status**: View notebooks that are **Published** or **Unpublished**. * **Author**: Filter by notebooks created by **You** or **Others**. 2. A search bar is also available for quickly locating a specific notebook by name or keywords.
### Create a New Report To create a new notebook, click on ***+ Report*** button, which prompts a popup requiring the following details: * **Name**: The title of the notebook. * **Data Source**: Select the data source from the dropdown list. * **Description**: Details to describe the notebook. Click on **'Add'** to create and access the report. Once created, it will redirect you within the main report page. # Writing and Running SQL Queries Upon entering the SQL Editor, the left-side navigation panel displays the database structure, including available **Schemas** and **Tables**. Users can: 1. Select a **schema** from the dropdown. 2. Use the **search bar** to locate tables within the schema. SQL queries can then be written in the editor, and upon clicking **Run Query**, the query results are displayed in a table format under the **Data** tab in the 'Visualize' section.
To create a **Dashboard** using SQL Editor, the user can click on this [**link**](https://docs.autonmis.com/create-and-manage-your-first-dashboard/create-dashboards-from-sql-editor-or-sql-notebook/using-sql-editor). {% hint style="success" %} **AI Copilot:** Autonmis offers an AI assistant, accessed via the pencil icon, to help with query generation and suggestions. {% endhint %}