Integrations/Tableau

Control what your AI agents do in Tableau.

Let your team build AI agents for Tableau. Bollard AI controls what each one can do, project by project.

Request early accessSee how it works →
Tableau
Reporting Agent
Marketing ProjectOffReadFull use
Product ProjectOffReadFull use
Finance ProjectOffReadFull use
Delete workbooks and change permissions
What agents can do

Set what each agent can do in every project.

Each project gets one of three levels: Off, Read, or Full use. Anything not allowed is denied.

Off
No access
The agent can't see the project or that it exists.
Read
Read-only
The agent can read the workbooks and views in that project. It can't change anything.
Full use
Create and update
The agent can create and update workbooks in that project.

Some actions stay off until explicitly turned on

Each one removes work for good or changes who can reach the data, so it could override the limits set on individual projects.

Deleting workbooks or data sourcesChanging permissionsPublishing data sources
Set up & manage

Connect once. Manage everyone from there.

Connect once, then control access person by person. No new keys to hand out.

Step 1 · Set up

Connect once, company-wide

An admin connects your company's Tableau a single time and chooses which projects it covers. Any project left out stays out of reach for every agent.

Step 2 · Manage

Control access per person and agent

From one dashboard, set what every person and their agents can reach. Change it any time, with no new keys for anyone.

OffNo access
ReadRead-only
Full useRead, create, and update workbooks in a single project
Example

A reporting agent.

A reporting agent builds workbooks in Marketing and can read Product, but it can't open the Finance project or change permissions.

Marketing ProjectOffReadFull use
Product ProjectOffReadFull use
Finance ProjectOffReadFull use

Manage access

ALLOWEDReporting Agent updated a workbook in Marketing
ALLOWEDReporting Agent read a view in Product
BLOCKEDReporting Agent tried to open the Finance project, denied by default

Monitor activity

The security model

Top-tier security.

Bollard AI is access control for AI agents. It sits between your agents and Tableau, so they never hold your Tableau keys and never reach Tableau directly.

Everything runs through Bollard AI

Agents send their requests to Bollard AI, not to Tableau. Bollard AI checks each one against your rules and passes only the allowed requests through.

Denied by default

Every project starts off-limits, and changing permissions is held back on top of that. An agent gets in only where you've allowed it, and anything Bollard AI doesn't recognise is refused and held for review, never waved through on a guess.

Your keys stay sealed

Your Tableau keys are sealed in a vault unique to your company and never shown again. Bollard AI unlocks them only for the instant an allowed request needs it.

Activity you can read

Every attempt is recorded in plain English: who or which agent, what they tried, which project or workbook, and the decision. The record is readable and can't be edited after the fact.

Questions

Tableau, answered.

Does connecting Tableau hand Bollard AI all your data?+
Only what's connected. An admin chooses which projects Bollard AI covers, and that sets the most any agent could reach. Bollard AI doesn't browse or copy your data. It sits in front of it and checks every request the agents make, passing or blocking each one.
Can an agent delete workbooks or change who can reach the data?+
Not unless you turn it on. Deleting workbooks and data sources, and changing permissions, are held off by default, so an agent can build in the projects you allow without ever removing work or exposing data, until you explicitly allow it.
Can an agent see more than the person who owns it?+
No. An agent reaches only what its owner reaches. An explicit Off always overrides an inherited permission.
Where do our Tableau keys live?+
Sealed in an encrypted vault, behind a key unique to your company. It's never shown again once connected, and Bollard AI unseals it only for the instant an allowed request needs it.
What happens when an agent tries something it's not allowed to do?+
Bollard AI blocks the request before it reaches Tableau, and the blocked attempt lands in the activity record with the reason.
How do we connect Tableau?+
An admin connects the company's Tableau once. Bollard AI seals the connection and builds the list of projects to set rules for. From then on, all management happens in the Bollard AI dashboard.
Early access

Put your team's agents to work in Tableau, without the risk.

We're onboarding our first development partners now. Tell us about your setup and we'll be in touch.

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