Turn plain-text data questions into visual dashboards

Answers questions about your sales data with interactive charts and tables instead of plain text.

How the work actually flows

It branches. Every path runs; all paths must finish before it continues.

Pattern: Parallel Split (2) ยท Synchronisation (3)

flowchart TD trig>"question asked in chat"]:::trig s0["process the question"]:::task s1["generate interactive chart"]:::svc s2["send action items to chat"]:::task trig --> s0 s1 --> s2 gx{"+ gather data and context"}:::gate s0 --> gx p00["pull relevant data"]:::task gx -->|"query spreadsheet data"| p00 p10["retrieve extra context"]:::task gx -->|"check knowledge base"| p10 jn{"+ combine data and context"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"interactive dashboard generated"/]:::out pay{{"instant visual answers without waiting"}}:::pay s2 --> out 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 pathWaits for allResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsAI Chatbots & AssistantsKnowledge Base & RAGSpreadsheet & Database OpsReporting & Analytics
Connects
Google SheetsSupabaseSlack

The problem it solves

Asking your team for a quick data breakdown usually means waiting on someone to build a chart or dig through a spreadsheet. Text-based reports are hard to scan when you just want to see the trend at a glance.

Who it fits

Sales or operations teams who want fast visual answers from their data without building reports by hand.

How it works

  1. You ask a question in chat, like a request for a quarterly revenue breakdown
  2. The system pulls the relevant data from your spreadsheet
  3. It checks your knowledge base for extra context
  4. An interactive chart, table, or card is generated automatically
  5. Action items can be sent straight to your team's chat
What you get

Sales questions answered with a live chart

Ask a question about your sales data and get an interactive chart or table back instantly.

What you get

An interactive chart, table, or dashboard card generated instantly from your own data.

What you need

A Google Sheets account, a Supabase database, and a Slack workspace.

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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