Building your own Dashboard A to Z (no prior experience needed)
Nick Rougeau
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Building your own Dashboard A to Z (no prior experience needed)
120 просмотров · 8 дн. назад
Nick Rougeau
109 подписчиков
120 просмотров · 8 дн. назад
Grab the dashboard I built in this video, ready to hand to your AI: https://go.redwaterrev.com/yt4
I take a pretend landscaping company from messy spreadsheets to its own custom dashboard, using Claude. This is part 4 of the series for small business owners.
First I connect the tools: Google Drive, Calendar, Stripe in test mode, Apify and Vercel. Then I give Claude two jobs at the same time: clean up a messy customer list, and sort a messy payments sheet into categories a CPA can use. When it isn't sure about something, it asks me.
Then the build. I tell Claude what I want with a voice transcription tool, answer its questions, and let it work. About 45 minutes later there's a dashboard with four tabs: customers, books, government bids and a weekly intel brief, plus a read-only login for the CPA. One round of feedback fixes what I didn't like.
Along the way: why to start with the work that makes you sigh, what an API token is, front end vs back end in plain English, my five-step build process, and what context and compacting mean.
0:00 Intro
0:43 What we're building today
1:59 Start with the work that makes you sigh
2:45 Connect Google Drive, Calendar and Stripe
3:32 The messy spreadsheets
4:05 Stripe in test mode
4:38 Have Claude clean up the customer list
6:02 Have Claude sort the books
7:19 Answering Claude's questions
9:57 Why I run several chats at once
10:48 Front end vs back end, in plain English
12:34 Sign up for Vercel and Apify
14:03 What an API token is
15:13 Connect Apify and Vercel to Claude
16:05 Plan the dashboard: 4 features
17:36 My 5-step build process
18:49 The build prompt
22:03 Answering Claude's questions about the build
22:57 What Claude does while it builds
23:45 45 minutes later: the finished dashboard
25:11 The books tab
25:49 The bids tab
26:35 The intel brief
27:07 Giving Claude feedback with a screenshot
29:55 Round two: testing the fixes
33:04 Context and compacting, explained
34:03 The fixes work
35:27 Get the dashboard
About this series: AI for Local Business Owners is a free, plain-English series for local business owners who want to use AI without the hype. I'm Nick Rougeau. My brother Jack and I run Redwater Revenue in Lake Charles, Louisiana, where we build AI systems for local businesses.
Our website: https://go.redwaterrev.com/yt4
Connect with me on LinkedIn: / nicholas-rougeau