Podio
Filament

Ask questions about your Podio data

Connect Podio to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

Sign up freeBook a demo
Free 14-day trial
No credit card required
Setup in minutes

Podio tracks your projects and workflows, but understanding which clients generate the most work, how task completion rates affect project profitability, or where team capacity issues create bottlenecks requires connecting to your CRM, time tracking, and financial tools. Filament links your Podio data to other business systems and answers questions about resource allocation, project profitability, and team performance in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Podio KPIs with Filament Analytics

Connect your Podio account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key Podio metrics you can track in Filament:

App Items
Track records within your custom Podio apps with item_id, app_id, created_on, last_event_on, and revision counts. Build a kpi dashboard showing which project types take longest to complete or which workflows have the most bottlenecks.
records:
item_idapp_idcreated_onlast_event_onrevision
Tasks
Monitor task assignments and completion with task_id, status, due_date, completed_on, and assigned user. Analyze team workload distribution and task turnaround times across different project types or clients.
records:
task_idstatusdue_datecompleted_onref_type
Apps and Fields
Access your custom app structure with app_id, app_name, config settings, and field definitions. Understand how different teams configure their workflows and which custom fields drive the most activity.
records:
app_idconfigfieldsstatus
Comments
Track collaboration activity with comment_id, created_on, value, and user references. See which projects generate the most discussion or where communication patterns indicate potential delays.
records:
comment_idcreated_onvaluecreated_by
Workspaces and Organizations
Analyze workspace structure with workspace_id, org_id, name, and member counts. Compare activity levels across different teams or departments to identify resource allocation needs.
records:
workspace_idorg_idnametype
Organization Members
Track user profiles and access with user_id, name, mail, and role assignments. Understand team composition and identify who contributes most to project completion or client communication.
records:
user_idprofilemailrole
Item Values
Access the actual data stored in your custom fields with value_id, field_id, and values for text, numbers, dates, and relationships. Connect project details to external business outcomes like revenue or customer satisfaction.
records:
value_idfieldvaluesexternal_id
Task Labels
Categorize tasks with label_id, text, and color coding. Analyze which types of work consume the most time or correlate with project success rates.
records:
label_idtextcolor
Filament Pixel Logo

Combine Podio with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Podio lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Podio data gets even more powerful when combined with other tools:

Podio
HubSpot

Podio + HubSpot

Connect Podio project data with HubSpot deals and contacts to see which sales opportunities require the most delivery resources, how project completion rates affect customer retention, or which account types generate the most support tasks.

Podio
Xero

Podio + Xero

Connect Podio task and project data with Xero invoices and expenses to calculate actual project profitability, see which workflow types consume the most billable hours, or identify where scope creep affects margins.

Podio
Google Sheets

Podio + Google Sheets

Connect Podio app items and tasks with Google Sheets budget trackers or resource plans to build a business intelligence dashboard showing project delivery against forecasts, team utilization rates, or client profitability trends.

Benefits of Filament's Podio Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Podio account

Connect your Podio account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Podio data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Podio dashboards in minutes

Get tailored insights instantly and share them with your team.

Filament Pixel Logo

Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Podio integration FAQ

Everything you need to know about connecting Podio with Filament and getting the most out of your data.