Automated Business KPI Insights with GPT-4, MSSQL, Analytics & Multi-Channel Alerts

Description

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.