Collect KPIs from SaaS tools into a weekly report
Collect figures from advertising, sales, support, and other SaaS tools, and produce a weekly report with week-on-week comparisons and likely causes of change.
The problem today
Every Monday morning, someone copies figures from several SaaS consoles and builds the report in a spreadsheet. When that person is away, the report stops.
The workflow in Kitewell
- Collect last week's figures from each SaaS console or APIWeb
- Aggregate and compare with last week and last yearAutomatic
- AI summarizes likely causes of large changesAI judgment
- The owner reviews and approves the reportApproval
- Share the report and post to TeamsAutomatic
What AI does
Finds large changes in the aggregated figures and writes up likely causes.
Where people decide
The owner reviews the report, makes any corrections, and approves sharing it.
Features used
What a PoC checks
- Whether each figure can be collected, through the screen or an API
- Whether aggregation rules match the existing report
- Whether the suggested causes help decisions
Discuss a PoC for this work
We check whether this workflow runs on your own work and screens.
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