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

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