How it works
Automations analyze your data based on your specific requirements and automatically generate comprehensive updates. You can configure automations to run on flexible schedules, trigger from data changes, and deliver results by email or Slack. Automations can access data from any data sources you have connected to Basedash, including your own databases, SaaS applications, and more. See our full list of data sources here.Example use cases
Automations can be tailored to your specific business needs:- Weekly status updates: Get a comprehensive overview of everything happening at your company
- Daily user tracking: Monitor new user signups and engagement metrics
- Automated changelogs: Generate changelogs based on your GitHub PRs that have been merged recently
- Sales performance: Track revenue, conversion rates, and sales team performance
- Customer insights: Analyze customer behavior, retention, and satisfaction metrics
- Operational metrics: Monitor system performance, errors, and usage patterns
Templates and customization
Get started quickly with our built-in templates, or create completely custom automations from scratch:- Pre-built templates: Choose from a variety of common business automation templates
- Custom automations: Build automations tailored to your specific data and requirements
Scheduling options
Configure your automations to run automatically on the schedule that works best for your team:- Daily: Perfect for monitoring key metrics that change frequently (e.g., daily sales numbers, new user signups, website traffic)
- Weekdays: Ideal for operational metrics that change throughout the day (e.g., system performance, customer support tickets, server uptime)
- Weekly: Ideal for status updates and trend analysis (e.g., team performance, project progress, weekly active users)
- Monthly: Great for high-level business reviews and strategic insights (e.g., monthly recurring revenue, customer acquisition cost, churn rate)
- Quarterly: Useful for tracking long-term trends and reviewing progress toward strategic goals (e.g., quarterly growth metrics, strategic KPIs, market share analysis)
Notifications and delivery
Stay informed when your automations are ready:- Email delivery: Receive the automation directly in your inbox
- Slack notifications: Optionally notify your Slack workspace when automations are generated
- Multiple recipients: Share automations with specific team members or entire departments