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Automated business KPI insights with GPT-4, MSSQL, analytics & multi-channel alerts

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WORKFLOW OVERVIEW

This workflow is an AI-powered business intelligence agent designed for founders and business owners. It automatically collects key business metrics, calculates performance KPIs, applies decision logic, uses AI reasoning, and sends clear, actionable notifications — without dashboards or manual reports.

Key Features:

✅ Aggregates multiple data sources (MSSQL, Google Analytics, Google Sheets) ✅ Calculates critical KPIs: ROAS, CAC, Revenue & User Growth ✅ Applies rule-based decision logic for business risk and opportunity detection ✅ AI-powered reasoning: summarizes insights and recommends actions ✅ Multi-channel notifications: Email, WhatsApp, Slack, Telegram ✅ Fully automated daily execution via Cron trigger ✅ Enterprise-ready: error handling, structured data, KPI validation

Setup & Requirements:

  • API access to data sources (MSSQL, Google Analytics, Google Sheets)
  • OpenAI or Google Gemini API for AI reasoning
  • Messaging integration: Gmail, Twilio (WhatsApp), Slack, Telegram

Workflow Flow:

  • Cron Trigger – runs daily at a chosen time
  • Data Collection – revenue, users, marketing spend, website analytics
  • Merge Node – combines all data sources
  • Function Node – consolidates into a single JSON object
  • KPI Calculation – calculates ROAS, CAC, growth rates
  • Business Logic Engine – identifies risks and opportunities
  • AI Reasoning Agent – summarizes insights, suggests actions
  • Notification Formatter – builds founder-friendly message
  • Notification Delivery – sends via WhatsApp, Email, Slack, or Telegram

Example Data Formation

These data below Getting from all different channels.

{ "revenue": 4290, "registeredUsers": 20, "totalUsers": 3, "adSpend": 800 }

Applies rule-based logic to detect potential risks or opportunities

{ "ROAS": 5.36, "CAC": 40, "agentStatus": "normal", "agentPriority": "low", "insights": ["Marketing campaigns are performing very well"] }

Workflow Highlights

Fully automated, runs daily without human intervention Integrates multiple business data sources Converts raw data into KPIs for actionable insight Applies both rule-based logic and AI reasoning Generates concise, human-friendly notifications Sending notification to different channels.