Turn your sales and marketing data into AI-written strategy reports

Pulls data from your sales, marketing, and finance systems and has AI write prioritized recommendations.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig(["monthly schedule runs"]):::trigtime s0["pull data from systems"]:::svc s1["analyze trends and metrics"]:::task s2["generate recommendations"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"+ where to send report"}:::gate s2 --> gx p00["email report"]:::task gx -->|"email"| p00 p10["log to dashboard"]:::task gx -->|"dashboard"| p10 p00 --> out p10 --> out out[/"prioritized strategy report delivered"/]:::out pay{{"faster data-backed decisions"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceEvery pathResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsEmail AutomationSpreadsheet & Database OpsProject & Task ManagementFinance & Accounting
Connects
OpenAIGmailGoogle SheetsAsana

The problem it solves

You spend hours every month pulling numbers together from separate sales, marketing, and finance systems just to figure out what is working. By the time the analysis is done and shared, the team has already moved on to the next thing.

Who it fits

Sales managers or business strategists who need regular, data-backed recommendations.

How it works

  1. The automation runs on a monthly schedule
  2. It pulls data from your sales, marketing, and finance systems
  3. AI analyzes the data for trends and calculates key performance metrics
  4. Prioritized recommendations are generated from the analysis
  5. The report is emailed out and logged to a dashboard
What you get

Recommendations backed by your own numbers

Your sales, marketing, and finance data get pulled together into a prioritized set of AI-written recommendations each month.

What you get

A prioritized strategy report emailed to you and logged in a dashboard.

What you need

An OpenAI API key, a Gmail account, and a Google Sheets account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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