Business Intelligence
See your operating numbers in one place.
Automatically combine information from business systems and turn it into understandable performance reports.
New managed agreements: monthly management is the greater of $400 or the combined applicable workflow management charges, once per client's managed agreement, not per workflow. Existing-client additions require a reviewed quote when agreement context is unavailable. Existing signed agreements are unchanged. Software and usage charges are separate.
From a repeating task to a useful output.
Fictional example, not a sent message. Connections, actions and exception handling are confirmed before implementation.
Is this the task you need to change?
Leadership flies blind between manually assembled reports.
Illustrative input · Business owner: A daily refresh reads the CRM, invoicing system, and booking calendar.
What you get
Up to three supported data sources, eight agreed KPIs, one dashboard and daily refresh.
Setup and testing, a staff walkthrough, and two consolidated revision rounds within the agreed implementation scope.
What to know
No custom data warehouse, forensic reconciliation or real-time SLA.
We check access and compatibility before connecting customer-owned accounts.
From input to output
A clear path, with people at the right points.
- 01Refresh is scheduled — Run the agreed daily data refresh
- 02Read source records — Connect up to three approved sources
- 03Validate freshness — Check dates, counts, and missing data
- 04Calculate the KPIs — Use the agreed metric definitions
- 05Update the dashboard — Display values and source timestamps
- 06Review anomalies — Staff investigate unusual movements (Human review)
Missing information, uncertain output or a failed connection should be routed for human review. The proposal defines the trigger, review steps and specific failure response before the workflow is used.
Connections and preparation
CRM · Accounting · Ads Platforms · Dashboards
Supported providers, account permissions, volumes and usage charges are confirmed during scoping. Listing a category is not a guarantee that every provider is supported.
See the scope, testing and handover process →Detailed workflow reference
The current workflow reference is available in the configurator. Any extensions remain subject to the standard scope above.
Open workflow configurator →Questions before you decide?
What does monthly management cover?
60 minutes/month of included human service for this workflow. Automated workflow monitoring and error alerts where supported; human triage during business hours. Monthly health review, usage review, and a short operating summary. Authentication checks, investigation, maintenance, and small configuration changes within the included human-service time. Support acknowledgment target: within two business days, Mon–Fri 9am–5pm Pacific, excluding published holidays. Not a resolution or uptime guarantee. Extra engineering is scoped and approved in writing before work — no surprise hourly overages, no 24/7 response promise.
When does management start?
Management starts on accepted go-live, not at inquiry or kickoff. Month-to-month for new managed agreements; cancel before the next renewal, effective at the end of the paid period. On exit, customer-owned accounts are preserved with a documentation and access handoff.
What costs are separate?
Third-party costs such as OpenAI, Claude, Zapier, Make, n8n hosting, Twilio, CRM subscriptions, email systems, hosting, APIs, and databases are separate unless specifically included in an SMI package.
How long does implementation take?
Your proposal confirms the schedule after checking access, supported integrations, scope and testing requirements. Third-party approvals and changes may affect the schedule.
Who owns the accounts?
You retain your accounts and data. Documentation and an access handoff are included under the current management policy. The written proposal confirms applicable configuration and deliverable terms.