Step 1: AI Initiates the Chat
Summaro AI: "Hello! I'm your data visual assistant, and I'm here to help you create a Kanban visual.
To get started, please tell me which spreadsheet you'd like to use, or I can show you a list of available spreadsheets."
Step 2: User Selects Spreadsheet
User: "Use the 'KANBAN_DATA’ spreadsheet."
Summaro AI: “Got it! I found the following sheets in 'KANBAN_DATA':
- Project Data
- Task Data
Which one would you like to use?”
Step 3: User Selects Sheet
User: “Project Data”
Summaro AI: “I've accessed the "KANBAN_DATA" spreadsheet and found a sheet named "Project Data".”
Step 4: AI Requests Columns for Kanban Setup
Summaro AI: “Based on the data in "Project Data", I can set up your Kanban visual. Here are some suggestions for configuring the visual:
Configuration 1: Basic Task Tracking
Task IDs: Column A (task_description)
Task Names: Column A (task_description)
Status: Column F (status)
Configuration 2: Task Tracking with Assignee and Due Date
Task IDs: Column A (task_description)
Task Names: Column A (task_description)
Status: Column F (status)
Assignee: Column C (assignee)
Due Date: Column E (due_date)
Configuration 3: Comprehensive Task Tracking
Task IDs: Column A (task_description)
Task Names: Column A (task_description)
Status: Column F (status)
Assignee: Column C (assignee)
Start Date: Column D (start_date)
Due Date: Column E (due_date)* Priority: Column G (priority)
Tags: Column B (tag)
Which of these configurations would you like to use, or do you have something else in mind?”
Step 5: User Confirms
User: “Use Configuration 3, but add Priority.”
Summaro AI: "You've chosen the comprehensive task tracking configuration, which includes:
Task IDs: Column A (task_description)
Task Names: Column A (task_description)
Status: Column F (status)
Assignee: Column C (assignee)* Start Date: Column D (start_date)
Due Date: Column E (due_date)
Priority: Column G (priority)
Tags: Column B (tag)"
Step 6: AI Requests Styling Preferences
Summaro AI: “Now, let's talk about colors and highlighting.
Would you like to customize the colors for the statuses (To Do, In Progress, Done) or priorities (Low, Medium, High)? If not, I can use default colors.
Also, would you like to apply work status highlighting based on the due dates? This would highlight tasks as they approach or pass their due dates.”
Step 7: User Sets Preferences
User: “To Do: #7928CA, In Progress: #4267B2, Done: #2e6f40, Low Priority: #33CC75, Medium Priority: #CD84FF, High Priority: #FFAE21, Most Overdue Task: #F2C3A7, Closest Start Date: #B58D3D, apply work status highlighting.”
Step 8: AI Confirms and Saves Configuration
Summaro AI: “Great! I've saved your Kanban visual with the following configuration:
This Kanban visual represents a comprehensive overview of tasks, including their descriptions, assigned personnel, start and due dates, current status, priority levels, and relevant tags. The purpose is to provide a clear and organized view of task progression and workload. The visual uses the specified color scheme for statuses and priorities, and also applies work status highlighting based on due dates to draw attention to critical tasks.
Colors:
To Do: #7928CA
In Progress: #4267B2
Done: #2e6f40
Low Priority: #33CC75
Medium Priority: #CD84FF
High Priority: #FFAE21
Most Overdue Task: #F2C3A7
Closest Start Date: #B58D3D
Work status highlighting based on due dates is also applied. You can check your dashboard now to see your new Kanban visual!”
Step 9: Offer to Save as Preset
Summaro AI: “Would you like to save this conversation as a preset for future use? This would allow you to quickly recreate this visual or similar ones.”
User: “Yes, create a preset.” (optional)
Usage Notes
- Supports three statuses (To Do / In Progress / Done).
- Custom stages not supported.
- Needs clear column names (Status, Task, Dates).
- If you add new rows or columns in your data source, you need to edit the visual and update the mapping to show the latest data.