1 · Visual layout
Upload a sample dashboard, screenshot, or HTML mockup. The Meros agent will fully investigate it — identifying the visual layout, the exact data points needed, the timeframe, and every metric to calculate. Review and edit the analysis, then confirm it as the source of truth before running.
The Meros agent fills this in from your mock. You can edit any part freely — this text is the source of truth for what data gets extracted, what metrics are computed, and how the report is laid out. Confirm it before running.
2 · Extract & run
Choose your data source, confirm the date range, then run the pipeline. The agent will extract the data described in the brief above, compute all metrics, and generate your HTML dashboard.
🤖 Live agent session
Starting…The browser is running on the session host. When paused: switch to that window and click/type directly, then hit Resume here.
Reports & extraction history
Each completed run uploads a dated folder in your space. The AWS Batch column links to the extraction job that produced that HTML (when the job ran in Batch).
All saved reports
| Report period | Generated | Extraction job | Report | Run details |
|---|---|---|---|---|
| Sign in to load history. | ||||
Preview
Loads the HTML report through the portal. Use Open in new tab to view the full-screen interactive version.
Analytics assistant
Ask a question in plain English — e.g. "what percent of patients showed up vs. scheduled for Facility A vs Facility B?".
ECW bots — operations dashboard
Read-only view of the 7 cron bots that run in AWS account
418583042551. Data is sourced from the
simple-job DynamoDB table and the ecw-bots S3 bucket.
Per-bot status
| When | Bot | Status | Duration | Checked | Failures | Saved time | Saved cost | Report |
|---|
Runs per day
Failure rate per day
Cumulative time saved (minutes)
Cumulative cost saved ($)
5 · Users
Manage dashboard user accounts and role assignments. Admin-only.
| Role | Cognito Sub | Enabled | Actions | |
|---|---|---|---|---|
| Loading… | ||||
Add User
6 · Ask
Ask questions about your dashboard data. Claude answers using live metrics, encounters, and bot-ops data.
7 · Visits
Patient volume by week, visit type, and provider. Click any count to see the patient list.
New Patients — MoM Trend
Total Seen — YoY
8 · Providers
MoM Trend
YTD Progress
9 · Slot Availability
| Provider | Date | Used/Max | Utilization |
|---|
10 · Simulation
Adjust yield levers to project patient volume, revenue, and P&L over 12 months.
Patient Volume
Monthly Revenue
EBITDA
11 · Retention
Patient churn analysis — Active (≤59d since last visit), At-Risk (60–90d), Lost (>90d).
12-Month Retention Trend (stacked)
12 · Revenue
AR Aging Buckets
13 · Leads
Lead pipeline from Insightly CRM. Auto-synced daily.
| Name | Status | Source | Owner | Created |
|---|---|---|---|---|
| Click Refresh to load leads. | ||||
14 · Referrals
Unified referrals from Insightly CRM + eCW FHIR ServiceRequest. Source badge: insightly ecw both
| Patient | Date | Type | Status | Source |
|---|---|---|---|---|
| Click Refresh to load referrals. | ||||
15 · Workflows
Deterministic browser-automation workflows. Define one in plain English; the first run is driven by Claude and records every step + selector, then future runs replay deterministically with Playwright (no LLM calls).