Morning business KPI digest with AI insights

Each morning the scenario gathers yesterday's revenue and users from Microsoft SQL, traffic from Quick Base, and spend from Google Sheets, computes the KPIs, and sends a breakdown with AI takeaways to Gmail and botHelp.

  • Gathers metrics from all sources
  • Computes yesterday's key KPIs
  • AI phrases clear takeaways
  • The digest goes to Gmail and botHelp
Set it upScriptera

How it works

To move data from Microsoft SQL to Quick Base automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Schedule Trigger
  2. Then: Yesterday's Revenue
  3. Check: Check data
  4. If yes: Get only Total Revenue Amount
  5. Check: Merge all result
  6. Then: Normalize the data
  7. Then: KPI Calculator
  8. Then: Business Decision Logic
  9. Then: AI Agent
  10. Check: Merge
  11. Then: Send message
  12. Then: Send Final Email
  13. If no: Send Error Email
  14. Then: Yesterday's Registered Users
  15. Check: If
  16. If yes: Get only Total Users
  17. Then: Yesterday's Report
  18. Check: Condition for google report
  19. If yes: Get Only Total Users
  20. Then: Yesterday's Marketing Expenses
  21. Check: Condition for marketing reports
  22. If yes: Get only Total Spend Amount
  23. Then: OpenAI Chat Model
  24. Then: Calculator

You can launch this Microsoft SQL + Quick Base integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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