AI Business Analyst
Turns a table of numbers into the three things that matter
6 of 8 metrics need attention.
8 metrics checked. 6 flagged. The longest delay is 92 days.
Start with Churn %. Omar has the most flagged.
What a shortfall means is for the business to judge; the list shows metrics more than 10% under target and metrics nobody has reviewed lately.
Why rows were flagged
- More than 10% under target57%
- Not reviewed for 30 days43%
Value flagged by Owner
- Omar2
- Dana2
- Lina1
- Sam1
Items to act on, worst first
| Item | Owner | Value | Days since review | Why |
|---|---|---|---|---|
| Churn % | Omar | 1 | 81 | More than 10% under target, Not reviewed for 30 days |
| Monthly revenue | Dana | 1 | 0 | More than 10% under target |
| New customers | Lina | 1 | 0 | More than 10% under target |
| Pipeline value | Dana | 1 | 0 | More than 10% under target |
| Cash runway months | Sam | 1 | 92 | Not reviewed for 30 days |
| Gross margin % | Omar | 1 | 59 | Not reviewed for 30 days |
What to do this week
- Resolve Churn % first: it is the most urgent on the list.
- Fix the data or the status on every flagged row, then re-run.
- Re-run this check every time the list changes, before it reaches a decision.
Do
- Fix the highest-risk item first, then run the check again on fresh data.
Don't
- Don't act on one row alone: open the source record first.
How to improve
- Add more detail per row (owner, date, source) so the next report can trace each item.
- Add a second period of data so the next report can show whether things are improving.
Demo
Overview
Give it a dataset and the question you are actually asking. It returns the findings that matter, the plausible drivers behind them, and what to do next — each with an explicit confidence level.
It is instructed to distinguish correlation from cause and to state when the data cannot answer the question, which is more often than most dashboards admit.
Benefits
3 findings
Analysis, not a dashboard
Arrives at a conclusion instead of more charts.
Testable next steps
Each recommendation includes how to validate it.
States what the data cannot answer
Every run returns its limits — the questions the dataset does not support — which is the half a dashboard never shows you.
What it does
Question-led analysis
Analyses toward your question, not a generic summary.
Driver hypotheses
Proposes plausible causes and how to test them.
Confidence labelling
Every finding carries a confidence level.
Explicit limits
States what the data cannot support.
What this changes
What this changes about your week
- It takes over
- Pulling the numbers together and working out what actually moved.
- Done today by
- The owner, in a spreadsheet, on a Sunday.
- How often
- Every review.
- Typical manual effort
- A monthly pack assembled by hand is a day.
Why Operations in particular. The analysis usually exists in the data already. What is missing is the day nobody has to go and find it.
Runs unattended
Started by you or by an event, and it finishes on its own. Nothing waits for someone to be at a desk.
The same standard every time
The two-hundredth item is held to the bar the first one was. Consistency is the part people cannot sustain.
It cannot act on its own
AI Business Analyst has no path to sending, spending or committing. That limit is why its output is safe to act on.
How it runs
This agent runs server-side through the PROMIVO runtime. Each run is logged step by step and every tool call is permission-checked before it executes.
- 1InputValidated against the agent input schema
- 2Modelclaude-opus-5 with automatic fallback
- 3Toolsextract_structured_data, summarize_text
- 4PermissionsRuns READ actions automatically; anything higher waits for approval
- 5OutputStructured result matching the output schema
- 6LoggingTokens, duration and every step recorded
Requirements
Integrations
No integrations required.
Before you start
- A dataset as CSV text or JSON
- The business question you want answered
- Requires the All-Access plan or higher
Use cases
Monthly business review
Turn the numbers into a narrative.
Anomaly investigation
Work out what changed and why.
Pricing
All-Access
Billed monthly through your PROMIVO subscription. Cancel at any time.
Runs consume your plan allowance for agent executions and tokens. See plan limits
FAQ
Can it connect to my warehouse?
Not in this version. Supply data as CSV or JSON, or use a workflow HTTP node to fetch it from an internal API. Warehouse connectors are a custom agent request.
How do I get my data in?
Paste it as CSV or JSON, or attach the file — a CSV export is read on upload and discarded after the run. Spreadsheets need saving as CSV first, which is one menu item in Excel.
Who pays for the AI usage?
You do, directly to your provider on the key you connect. The size of the dataset you paste is what moves the cost, so trim to the columns your question needs.
Reviews
Reviews open once customers have run this agent.
Need this agent to work differently?
Tell us what to change and our team will scope a customised version for your business.
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