Analyze customer data and email retention insights automatically

Feeds your customer data through AI to surface competitive, sentiment, and market insights, then emails a report.

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>"data file submitted"]:::trig s0["clean and check data"]:::task s1["combine results into report"]:::task s2[("save report to spreadsheet")]:::store s3["send report by slack and email"]:::task trig --> s0 s1 --> s2 s2 --> s3 gx{"+ which analysis track"}:::gate s0 --> gx p00["analyze competitors"]:::task gx -->|"competitive intelligence"| p00 p10["score sentiment"]:::task gx -->|"sentiment analysis"| p10 p20["surface market trends"]:::task gx -->|"market insights"| p20 jn{"+ combine report"}:::gate p00 --> jn p10 --> jn p20 --> jn jn --> s1 out[/"combined multi-angle analysis report"/]:::out pay{{"insight in time to act"}}:::pay s3 --> 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 stepA record or sheetEvery pathWaits for allResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsKnowledge Base & RAGEmail AutomationReporting & Analytics
Connects
OpenAIGoogle SheetsSlackGmail

The problem it solves

You have customer and market data sitting in spreadsheets, but pulling out real insight means hours of manual digging across multiple angles. By the time the analysis is finished, the moment to act on it has often passed.

Who it fits

Business analysts or operations teams who need fast, multi-angle analysis of customer or market data.

How it works

  1. A data file or feed is submitted to the system
  2. The data is cleaned and checked for completeness
  3. AI analyzes it along three tracks: competitive intelligence, sentiment, and market insights
  4. The results are combined into one report
  5. The report is saved to a spreadsheet and sent by Slack and Gmail
What you get

Customer insights delivered every cycle

You get a combined report of competitive, sentiment, and market insights from your customer data, delivered straight to your inbox.

What you get

A combined analysis report covering competitive, sentiment, and market insights, delivered by email and Slack.

What you need

An OpenAI API key, a Google Sheets account, a Slack workspace, and a Gmail 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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