Devly

Quick Start

Get up and running with Devly in less than 5 minutes

1/15/2025
beginner

Welcome to Devly! This guide will help you create your first AI-powered dashboard in less than 5 minutes.

By the end of this guide, you'll have connected your first integration and created a live dashboard showing real-time data.

Prerequisites

Before starting, make sure you have:

  • A Devly account (Sign up here)
  • Admin access to at least one tool you want to connect (Stripe, GitHub, etc.)
  • A modern web browser (Chrome, Firefox, Safari, or Edge)

Step 1: Connect Your First Integration

Let's start by connecting Stripe to visualize your revenue data.

Navigate to Integrations

Click on Settings → Integrations in your dashboard sidebar.

Select Stripe

Find Stripe in the list and click Connect.

Authorize Access

You'll be redirected to Stripe. Log in and authorize Devly to access your data (read-only).

Configure Data Sync

Select which data types to sync:

  • Customers
  • Payments
  • Subscriptions
  • Invoices

Devly only requests read-only access. We never modify or delete your data.

Step 2: Create Your First Dashboard with DashAI

Now let's use DashAI to instantly generate a dashboard.

Simple Query Example

In the DashAI bar at the top of your screen, type:

Show me monthly recurring revenue for the last 6 months

Creates a line chart showing your MRR trend

Press Enter and watch Devly:

  1. Analyze your connected data sources
  2. Choose the optimal visualization
  3. Generate an interactive dashboard in ~8 seconds

What You Can Ask

Here are more examples to try:

Revenue Analytics

  • "MRR by country"
  • "Revenue growth rate"
  • "Average revenue per user"
  • "Churn rate trend"

Customer Insights

  • "New customers this month"
  • "Customer lifetime value"
  • "Top paying customers"
  • "Customer acquisition cost"

Step 3: Customize Your Dashboard

Once your dashboard is created, you can customize it to your needs.

Add More Modules

Click the + button on your dashboard to add more visualizations:

Add customer churn rate by cohort

Adds a cohort analysis table to your dashboard

Organize Your Layout

  • Drag & Drop: Rearrange modules by dragging them
  • Resize: Drag corner handles to resize
  • Group: Create sections for related metrics

Apply Filters

Use the filter bar to refine your data:

  • Date ranges
  • Customer segments
  • Product categories
  • Geographic regions

Step 4: Set Up Alerts

Stay informed about important changes in your metrics.

Click on any metric

Hover over a metric and click the bell icon.

Configure alert conditions

Set thresholds like "MRR drops below $10,000" or "Churn rate exceeds 5%".

Choose notification method

Get notified via email, Slack, or in-app notifications.

What's Next?

🎉 Congratulations! You've created your first Devly dashboard!

Here are your recommended next steps:

Connect More Tools

View all integrations to connect GitHub, Google Analytics, and more.

Master DashAI

Learn advanced query techniques to get more from your data.

Explore Templates

Use pre-built templates for common use cases.

Team Collaboration

Invite team members to collaborate on dashboards.

Need Help?