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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. The best part is scheduling it. Claude can set up a Routine — or ChatGPT a scheduled task — that fetches whatever the numbers come from and calls update_dataset on a schedule. Your dashboard then updates itself every morning without anyone opening it. The Live module (in the switcher at the top of every page) lists every table and what it is keeping current. Each table has a page of its own showing its shape, its freshness and everything that reads it — and the rows are an editable grid, so a person can correct a number by hand without an assistant. Members with a writer role can also see Connections, the wiring between tables, pages and plans.

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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: they come with a small dataset behind them, so the weekly update is a data refresh (update_dataset) rather than a new document — every link you already shared shows the new numbers. The quote is deliberately a snapshot: its prices never change after you send it. You can preview every template, filled with sample data, at profusia.com/templates. (list_templates / publish_from_template)

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