Requirement-to-dashboard pipeline

Turns raw stakeholder notes and source tables into a structured BRD, then scaffolds the BI dashboard spec and a first-pass EDA for review.

Analytics · Stack: Claude Projects, Clay, HubSpot, BigQuery. Outcome: Requirement-to-dashboard cycle roughly halved

Overview

A pipeline that converts messy stakeholder notes into a structured BRD and a first-pass dashboard spec ready for review.

The problem

Analysts spend the front half of every project translating vague stakeholder notes into requirements and a dashboard plan before any building starts.

How it works

• Ingests raw stakeholder notes and the available source tables.
• Structures them into a business requirements document.
• Scaffolds the BI dashboard spec — metrics, dimensions and layout.
• Runs a first-pass exploratory analysis on the source data for review.

What it does

• Notes-to-BRD structuring
• Auto-scaffolded dashboard spec
• First-pass exploratory data analysis
• Traceability from each metric back to its requirement

Architecture

Claude Projects for persistent context, with connectors to Clay, HubSpot and BigQuery for source data.

Results

• Requirement-to-dashboard cycle roughly halved
• Clearer specs before a single chart is built
• Fewer rebuild loops with stakeholders