Guides · Live — pages that stay current
Live — pages that stay current
Dashboards that update themselves, and the tables behind them.
How does a page stay current?
A document can be backed by a small dataset so its numbers stay fresh without republishing the whole page.
The flow: your assistant creates a dataset (create_dataset), binds it to the page (bind_file), and from then on updating the data (update_dataset) updates what the page shows.
You can put it on a schedule: Claude can set up a Routine, or ChatGPT a scheduled task, that fetches the numbers from their source and calls update_dataset. Your dashboard then updates every morning without anyone opening it.
The Live module (in the switcher at the top of every page) lists every table and what it keeps current. Each table has its own page showing its columns, when it last changed and everything that reads it. Its rows are an editable grid, so you can correct a number by hand. Members with a writer role can also see Connections, the wiring between tables, pages and projects.
Can I fix a number by hand?
Yes. Every table has a page of its own in the Live module, and its rows are an editable grid — correct a value, add a row, save. The page also shows everything that reads the table, so you know what a change touches before you make it.
Is there a ready-made starting point?
Profusia ships ready-made page templates your assistant fills in: a client status page, a weekly numbers report, and a quote. Say something like "publish a client status page from Profusia's template" — your assistant asks a few questions (the project, the milestones, what's next) and publishes the finished page.
The status page and weekly numbers are live: each has a small dataset behind it, so the weekly update refreshes the data (update_dataset) instead of creating a new document, and every link you've shared shows the new numbers. The quote is a snapshot: its prices never change after you send it.
You can preview every template, filled with sample data, at profusia.ai/templates. (list_templates / publish_from_template)