Work the list without leaving the dashboard

Each row gets a button. Mark the lead as junk, log the call, flag the order as ready to bill, and the change reaches your CRM through Zoho Flow, Zapier, n8n or your own endpoint. The row hides or gets a badge, so the list shrinks as the team works.

app.cerebroanalytics.com/dashboards/action-board

Keystone Office Supply · Action board

Good morning, Dana.

HomeAccountsConsole

Month to date

$86.4k

92% of pace

Selling days

14 of 22

Calls logged today

target 15

Gone quiet, 60+ days

▾ 2

Call these first

Account	Signal	Last order	Yearly spend
Lakeside Property Group	Gone quiet	74 days	$48,200	Log callDraft outreach
Pioneer Title Co.	Down 31% vs last year	9 days	$36,900	✓ Called this cycle
Crossroads Church	Cross-sell: janitorial	18 days	$15,300	Log callDraft outreach
Elm Street Pediatrics	New account, deepen	6 days	$8,400	Log callDraft outreach

ERP database, queried live · QuickBooks synced 20 min ago

Log a call with Lakeside Property Group?

Adds the call to the account's activity log. The row shows Called this cycle until the next sync.

Account: Lakeside Property Group
Outcome: Left voicemail
Note: Ask about breakroom reorder

Signed webhook to n8n

CancelLog call

Click, confirm, done

An action does one job. The person clicking sees exactly what will be sent before anything leaves Cerebro.

01
A button on the row
Junk, Log call, Ready to bill. Add an optional form field for an outcome or a note.
02
A confirm dialog
The dialog lists the fields that will be sent for that record. Cancel, or confirm and send.
03
A signed webhook, then the row updates
Cerebro posts to your endpoint, then hides the row for a set time or shows a badge until the source data catches up.

Clear a CRM spam queue without opening each record

Marketing ops at Summit Field Services cleans spam out of the CRM every morning. Each row in the review queue has two buttons. Junk and Not spam each run a CRM function for that contact through the team's own flow.

After a click the row hides for 24 hours while the CRM syncs back. The queue gets shorter as they go.

app.cerebroanalytics.com/dashboards/spam-review

Summit Field Services · CRM hygiene

Spam review

In the queue

▾ 22 this week

Needs a decision

Hand raisers

check these first

Marked junk

312

last 30 days

Review queue

Contact	Source	Reason	Created
contact-88213	Web form	Disposable email	Oct 19	JunkNot spam
contact-88207	Chat	Gibberish name	Oct 19	✓ Marked junk
contact-88191	Web form	Duplicate phone	Oct 18	JunkNot spam
contact-88174	Paid social	Blocked domain	Oct 18	JunkNot spam

Zoho CRM · synced 3 min ago

Ready to bill, from inside the accounting app

Brightpath Classroom Systems embedded its open sales order backlog in Zoho Books. The finance lead sorts by open amount and clicks Ready to bill on the order at the top. The button posts to a Zoho Flow webhook that starts their billing steps.

The row shows Sent to billing, so nobody bills the same order twice.

Zoho Books

Open sales orders

Finance workspace

InvoicesSales ordersBacklog

Brightpath Classroom Systems · Finance

Signed work that hasn't been billed.

Open sales orders

Order	Customer	Open amount	Age
SO-10482	Westlake Unified	$118,600	64d	Ready to bill
SO-10511	Cedar Valley Schools	$88,250	41d	✓ Sent to billing
SO-10530	Harbor County ISD	$47,300	18d	Ready to bill
SO-10397	St. Brendan Academy	$30,950	112d	Ready to bill

Accounting and CRM · synced 8 min ago

Live data · no login neededPowered by Cerebro Analytics

The assistant asks the questions and wires the button

Tell the dashboard assistant what the button should do. It asks which rows get it, what the person fills in, where the request goes and what happens to the row afterwards. Then it publishes the action.

Don't have a webhook yet? It walks you through building one in Zoho Flow.

Turn each action on or off
Change the URL or rotate the signing secret
See the last run and whether it worked

Dashboard assistant

Add a Ready to bill button to open orders. Send it to our Zoho Flow.

Asked what the click should do
Rows · orders with an open amount
Field · billing note, optional
Saved the webhook and a secret

Published. After a click, the row shows Sent to billing for 48 hours.

Ask for a change…↵

Actions

Brightpath · Open sales orders

Ready to billflow.zoho.com/…/ready-to-bill
Badge for 48h · Sent 2 min ago
Flag for reviewhooks.zapier.com/…/flag
Hide for 24h · Sent yesterday

Signing secret whsec_••••••••3f9aShowRotate

Built so a click can't be forged or sent twice

Cerebro re-reads the record from the tile when someone clicks, so the browser can't change what gets sent. Every request carries a signature your endpoint can check, and each record allows one run at a time.

Signed requests with a secret you can rotate
One run per record, one send per click
Rate limits on every action

Ready to bill · request

POSThttps://flow.zoho.com/…/ready-to-bill

Content-Type: application/json

X-Cerebro-Signature: sha256=9f2c…e41a

{
  "action": "ready_to_bill",
  "dashboard": "Open sales orders",
  "record": {
    "order": "SO-10482",
    "customer": "Westlake Unified",
    "open_amount": 118600
  },
  "fields": { "billing_note": "Ship date confirmed" },
  "clicked_by": "finance@brightpath.example"
}

Small buttons people use every day

Junk / Not spam

Clean a CRM spam queue from one table.

Log call / Log email

Record outreach on a rep's call list and move on.

Ready to bill

Hand a signed order to the billing flow.

Request callback

Ask sales to call a lead back, with a time and a note.

Dashboard actions FAQ

Does Cerebro write to my CRM directly?

No. Cerebro sends a signed webhook to the tool you choose, such as Zoho Flow, Zapier, n8n or your own endpoint. That flow does the write, with the permissions you gave it.

Can a viewer change what gets sent?

No. When someone clicks, Cerebro reads the record again from the tile's data on the server. The viewer can fill in the form fields you defined and nothing else.

What if someone clicks twice?

Each record has one run at a time, and a click is sent once. A second click on the same row doesn't send a second request.

Which dashboards support actions?

Custom dashboards. The button can sit on any table row the dashboard shows, including inside an embed.

How does my endpoint know the request came from Cerebro?

Every request is signed with a secret that belongs to that dashboard's actions. Check the signature before you act on it. You can rotate the secret from Settings at any time.

The rest of the analyst

Custom dashboardsDescribe it. Get a branded, live dashboard.AutomationsScheduled reports to Slack, email, SMS and webhooks.EmbedsLive dashboards in client portals and CRM tabs.AI analystAnswers that check their own math.SlackAsk in a thread. Get the chart back.DatabasesQuery Postgres, BigQuery, Snowflake and MySQL live.

What customers say

“Nothing broke. It worked like a charm. The button sends the webhook payload straight to a Deluge function I already had in the CRM, and it worked perfectly.”

Zoho consultantCRM integration partner

“A system of action and execution.”

Sales-ops partnerdescribing the rep boards

“This is going to give ops a look into the business they've never had.”

Adam EliasOperations and finance, WhirlyBall

Turn your next to-do list into a dashboard with buttons

Build the list, add one action and watch it shrink as the team works through it. Free to start.