Source Nate Herk: AIOS course
Ch 15: Dashboards: Claude Cowork live artifacts
Collection: Nate Herk: AIOS course · Creator: Nate Herk (@nateherk)
Original: raw source · demo-lab/research/nate-herk-course/transcript.txt @ 2:23:45 · 721 words · 2 sections
Content by Nate Herk (@nateherk). Chapter starts at 2:23:45. Auto-transcribed; names may be misheard.
Summary
- Well, you could go ahead and custom build all of this, but The first step I think would just be to leverage cloud artifacts and see what you can already do.
- But what this does is as soon as I open up this dashboard, it makes a call to QuickBooks. and it starts to pull in this data and populate it with real analytics.
- And so now I have this really simple place in my cloud environment where I can actually see our revenue, our expenses, our net profit, our cash on hand, I can see the trends, I can even get an AI breakdown of our runway and it's looking forward and it's doing a bit of a financial analysis.
- And so the reason why I recommend starting with artifacts is because artifacts, you can spin up in five minutes.
- And if you spin up an artifact and then you realize, wow, I didn't even check this all week, then why would you have went through all the effort to build your own custom dashboard.
Entities mentioned
ClickUp · QuickBooks · YouTube · Fireflies · Stripe · Claude Code · MCP · Nate
Topics
Topic: project · step · Topic: connect · routines
Key points by section
[2:24:00]
- Well, you could go ahead and custom build all of this, but The first step I think would just be to leverage cloud artifacts and see what you can already do.
- But what this does is as soon as I open up this dashboard, it makes a call to QuickBooks. and it starts to pull in this data and populate it with real analytics.
- And so now I have this really simple place in my cloud environment where I can actually see our revenue, our expenses, our net profit, our cash on hand, I can see the trends, I can even get an AI breakdown of our runway and it's looking forward and it's doing a bit of a financial analysis.
- So I'm looking, right now this is pulling data from ClickUp and it's organizing it to show me tasks, completion percentage, what's at risk, who I might need to follow up with.
- Topic: Topic: project · step
[2:25:30]
- And ultimately where you might wanna go is using Claude Code to build you an actual dashboard that not only just has like, okay, your QuickBooks is this one and your ClickUp is this one, but maybe you want a dashboard to see everything.
- And so the reason why I recommend starting with artifacts is because artifacts, you can spin up in five minutes.
- And if you spin up an artifact and then you realize, wow, I didn't even check this all week, then why would you have went through all the effort to build your own custom dashboard.
- So another one of Nate's mindset shifts is POC.
- Topic: Topic: connect · routines
Backlinks
Claude Code · ClickUp · Fireflies · MCP · Nate · QuickBooks · Stripe · YouTube · Index · Topic: connect · routines · Topic: project · step