[ AI Integrations ]

Reports that explain themselves

Sales, marketing and operations data pulled into one dashboard, with automatic weekly summaries that say what changed, why and what needs attention.

  • 1dashboard for all sources
  • 3–6weeks to launch
  • Weeklysummaries in your inbox
  • OpenAI
  • Zapier
  • Google Sheets
  • HubSpot
[ What you get ]

What is included

Dashboards, summaries, and automated reports for marketing, sales, and operations data.

  1. 01

    Data connections

    CRM, ads, analytics, shop, accounting and spreadsheets in one place.

  2. 02

    Clean data model

    Metrics defined once, so every report uses the same numbers.

  3. 03

    Live dashboard

    Key numbers by team, channel and period, on desktop and mobile.

  4. 04

    AI summaries

    Plain-language notes on trends, drops and unusual changes.

  5. 05

    Alerts

    Messages in email or Slack when a metric crosses a threshold.

  6. 06

    Ask your data

    Questions in plain English answered from your own figures.

  • Reports take days to prepare

    Someone exports and merges spreadsheets every week or month.

  • Numbers differ by source

    CRM, ads and accounting never quite agree.

  • Problems are noticed too late

    A drop in leads or sales shows up weeks after it started.

  • Managers want answers, not charts

    They need to know what changed and what to do about it.

[ Process ]

How the work moves forward

Five clear stages with a result at the end of each. You see progress every week and approve each step before the next one starts.

  1. 01 · Discover

    Pick one job to automate

    We map the workflow and choose the task with the clearest payback.

    1 week
  2. 02 · Design

    Design the flow and guardrails

    Data sources, prompts, hand-offs to humans and what the AI must never do.

    1 week
  3. 03 · Build

    Build and connect

    The assistant or automation is wired into your CRM, inbox and tools.

    1–3 weeks
  4. 04 · Test

    Test on real cases

    We run it on past conversations and documents and measure accuracy.

    1 week
  5. 05 · Improve

    Launch and improve

    Monitoring, weekly review of answers and new skills as it proves itself.

    Ongoing
[ Scope ]

Three ways to start

Typical scopes for this direction. The exact estimate comes after a short brief — usually within two business days.

  1. Option 01

    Pilot

    One assistant or automation for one well-defined task.

    • Workflow mapping
    • One integration
    • Accuracy report
    2–3 weeks Get an estimate
  2. Option 03

    AI operations

    Agents, knowledge base and reporting as part of daily operations.

    • Custom agents
    • Knowledge base
    • Monthly improvement cycle
    2–4 months Get an estimate
[ FAQ ]

Questions before we start

Short answers to what clients ask us most often.

Ask your question All questions and answers
Which tools do you build dashboards in?

Looker Studio, Metabase, Power BI or a custom web dashboard — whatever fits your team and budget.

Can AI summaries be wrong?

Summaries are generated from computed figures, not guessed, and every statement links back to the chart behind it.

Do we need a data warehouse?

Not always. For a few sources we connect directly; for more we set up a lightweight warehouse.

How fresh is the data?

From near real-time to daily, depending on each source and its API limits.

Will AI replace our staff?

No. It takes repetitive work — first answers, data entry, follow-ups — so people handle the cases that need judgement.

Is our data safe with AI?

We use providers with data processing agreements, keep data in the EU where possible and never use your data to train public models.

[ Next step ]

Tell us about your project

Answer a few questions about your business — we will come back with a plan, timeline and estimate within two business days.