Insight Agent
You’ve got dashboards, reports, and tools — but no time to connect the dots.
Insight Agent delivers the story behind your numbers. Every week, you get one crisp, curated summary with what changed, why it matters, and what to do next — delivered straight to your inbox or Slack.
Why This Matters
You’re surrounded by tools, but starved for insight.
- Reporting takes hours of manual effort across tools
- Leadership gets overwhelmed with data but no clear story
- Metrics live in silos — sales, ops, marketing rarely align
- Missed trends, missed targets, and missed opportunities
- No consistent weekly reporting workflow
With Insight Agent
- AI gathers your most important KPIs across platforms
- Summarizes changes, trends, and outliers
- Delivers actionable highlights weekly
- Sends to your inbox, Slack, or leadership chat — like clockwork
How It Works
Step 1: Connect Data Sources
Plug in your CRMs, analytics tools, ops dashboards, and marketing platforms. No code required. Connect once, monitor forever.
Step 2: AI Gathers the Signals
Every week (or daily), Insight Agent pulls relevant metrics, filters noise, and highlights what’s changed — and why it matters.
Step 3: Summarized Reports Delivered Automatically
You get a clean, human-readable digest with:
- Key performance changes
- Top gains and risks
- Department-level summaries
- Optional visual charts and tables
- Suggested actions when thresholds are hit
Use Cases & Integrations
Works With:
- HubSpot / Salesforce / Pipedrive / Close (sales metrics)
- Google Analytics / GA4 / Mixpanel / Matomo
- Notion / Airtable / Google Sheets (custom ops trackers)
- Slack / Teams / Email (delivery channels)
- KPI dashboards (via n8n, Zapier, or custom webhook integrations)
Use Cases by Role:
- Executives: Weekly company performance summary across all business units
- Sales Leaders: Track pipeline movement, close rates, and rep performance
- Marketing: Monitor campaign engagement, conversions, and attribution
- Ops / Finance: Spot workflow inefficiencies or budget shifts in real time
Wake Up to the Metrics That Matter
Cut through the noise. Track what’s working. Fix what’s not.