Get daily AI-powered KPI alerts across your business data

Every day, AI pulls your revenue, spend, and traffic data, calculates KPIs, and messages you what needs attention.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig(["every day scheduled run"]):::trigtime s0["pull revenue spend and traffic data"]:::svc s1["calculate key metrics"]:::task s2["flag risks and opportunities"]:::task s3["AI summarizes findings"]:::task s4["send plain English message"]:::svc trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 s3 --> s4 out[/"daily KPI summary message"/]:::out pay{{"catch problems before they escalate"}}:::pay s4 --> 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 serviceResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsEmail AutomationMessaging & NotificationsSpreadsheet & Database OpsReporting & Analytics
Connects
Google AnalyticsGoogle SheetsSlackGmail

The problem it solves

Checking dashboards across your database, analytics, and spreadsheets every day just to see if something needs your attention is a drag, and it's easy to miss a bad trend until it's already a problem. Founders juggling every part of the business rarely have time to calculate ROAS, CAC, or growth rate by hand.

Who it fits

Founders and small business owners who want a daily pulse on their key numbers without opening a dashboard.

How it works

  1. Each day, the system pulls revenue, user, and spend data from your database, Google Analytics, and spreadsheets
  2. It calculates key metrics like ROAS, CAC, and growth rate
  3. Rule-based logic flags anything that looks like a risk or an opportunity
  4. AI summarizes the findings and suggests what to do next
  5. You get a plain-English message with the highlights, sent to email, Slack, WhatsApp, or Telegram
What you get

Daily KPI signals worth a look

You get a daily plain-English message on your key business numbers, flagging exactly what needs your attention.

What you get

A short daily message summarizing your key business metrics, risks, and recommended actions.

What you need

Access to your business database, Google Analytics, and Google Sheets, plus an OpenAI API key and a messaging account such as Gmail or Slack.

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

Related automations

Back to the AI Playbook