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ALK Pulse dashboard

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Overview

Pulse is ALK’s monitoring and visualisation dashboard. It lets you see your connected data as visual widgets and dashboards, organised across tabs so you can keep different types of data separate. There are three ways to build out a Pulse tab:
  • Add widgets: pin pre-made, single-purpose cards (currently Mono only).
  • Generate dashboard (recommended): describe your sources, goals, and how often to refresh, and ALK generates a full dashboard for you.
  • Create manually: build a dashboard yourself by picking a title, a prompt, data sources, and a refresh schedule.
You can also start a dashboard by describing what you want in Chat (Create via chat).

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Dashboard tabs

Pulse organises your widgets and dashboards into tabs. Two tabs are available by default:
  • Finances: for financial data widgets (balance, cashflow, transactions)
  • Inventory: for inventory and operational data widgets
You can switch between tabs using the tab bar at the top of the Pulse screen.

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Adding a widget

Widgets are pre-made, single-purpose cards.
Pre-made widgets are currently limited to Mono. Acumatica is no longer available as a widget source — existing Acumatica widgets keep rendering, but new ones cannot be added. If you need inventory or purchase order data, select Acumatica as a data source under Create manually or Generate dashboard instead.
1

Open Pulse

Click the Pulse icon in the ALK navigation bar to open your dashboard.
2

Add a widget

Click the Create button, then choose Add widget from the dropdown (or click Add widgets directly from an empty tab).
3

Choose your widget

The widget panel shows the available Mono widgets: Balance (current account balance), Cashflow (cashflow overview), and Transactions (recent transaction list). Widgets show a lock icon if Mono is not yet connected.
4

Add it to your dashboard

Once Mono is connected, click the widget you want to add. It will appear in the active tab on your dashboard.
This is the fastest way to get a full dashboard rather than adding widgets one at a time.
1

Open the Create menu

Click Create, then choose Create manually (or click Generate dashboard directly from an empty tab).
2

Describe your dashboard

Give it a title and a prompt describing what you want to track, for example “track supplier payment delays from Drive.”
3

Choose data sources

Click Data sources and select one or more connected sources. Currently available: Web, Google Drive, OneDrive, Xero, QuickBooks, Stripe, Flutterwave, Paystack, Google Sheets, Microsoft Dynamics 365, ClickHouse, Mono, and Acumatica.For Google Drive and OneDrive, you can also pick the specific synced files Pulse should use, instead of every file from that source — expand the source to see and select individual files. You can also select a published workflow export as a source when your workspace has workflows enabled for Pulse.
4

Set a schedule

Choose how often Pulse should refresh the dashboard: Daily, Weekly, Monthly, or No schedule. Choose No schedule when you only want to refresh the dashboard manually.
5

Add goals (optional)

Click the more options icon to select up to four goals (for example Stability, Cost Reduction, Efficiency Gains) to help ALK tailor the analysis.
6

Create

Click Create. ALK will process your sources and build the dashboard — this can take a few minutes depending on your sources and schedule.
A data source must be connected before you can select it here. If a source appears disabled, connect it first under Managing Integrations.

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Updating and retrying dashboards

You can revise a dashboard’s title or refresh schedule without rebuilding the dashboard. If a dashboard run fails, use Retry to run it again; Pulse keeps the selected source files so you do not need to choose them again. Source selections also persist when you leave the page and return. Published workflow exports can refresh Pulse when a workflow produces a new export. The workflow must produce a supported, non-empty file before Pulse can use it.

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Important notes

  • Widgets (Balance, Cashflow, Transactions) require an active Mono integration.
  • Generated and manually created dashboards require at least one connected data source from the list above.
  • Selecting a data source for a dashboard is separate from adding a pre-made widget. A source can be available for dashboards without having a widget of its own — ClickHouse and Microsoft Dynamics 365 are both dashboard sources with no widget.
  • If a scheduled dashboard cannot reach a required native integration, Pulse skips that source for the run and advances the schedule. Reconnect the integration before the next run to restore that source.
  • Pulse now reports clearer run, source, upload, and analysis errors. Follow the message shown—for example, reconnect a source or upload a spreadsheet or text-based PDF when requested—and retry the run.

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Need help?

If you run into issues, contact the Wamiri support team at support@wamiri.com. Include a description of the issue, any error messages you’re seeing, and the steps you’ve already tried.