Basedash Automations

Your data, working for you

Q: What are automations in Basedash?

Automations are AI-powered workflows that analyze your connected data and deliver insights to your team. They can run on a schedule, trigger when your data changes, or be run manually on demand.

Q: What trigger types are available?

Three types: scheduled (daily, weekdays, weekly, monthly, quarterly), data change (fires when a SQL query detects new rows, checked every 15 minutes), and manual (run whenever you want). You can switch between trigger types at any time.

Q: Can automations use data from multiple sources?

Yes. Automations can analyze data from any source connected to Basedash, including databases, warehouses, and 750+ SaaS tools via Fivetran. The AI joins data across sources to produce richer insights.

Q: How are results delivered?

Results can be delivered by email and Slack. Every run is also saved as an in-app chat, giving you a complete history you can search, reference, and follow up on.

Q: Can I create automations with AI?

Yes. You can describe what you want in plain language and the AI will set up the automation for you — including the instructions, trigger type, and schedule. You can also start from 15+ pre-built templates.

Q: How do data change triggers work?

You write a SQL query that uses a {{ last_run_at }} variable to find new rows since the last run. Basedash checks this query every 15 minutes, and when new rows are found, the AI analyzes them and delivers results to your team.

Automations run AI analysis on your data — on a schedule, when something changes, or whenever you ask — and deliver results to your team via Email and Slack.

Start free Book a demo

14-day trial. No credit card required.

Automations

Prompt

Summarize company performance from this week. Highlight wins, risks, and where to focus next week.

Weekly • Friday at 9:00 AM EmailSlack #leadership 12 recipients

AI analysis

Weekly company update: growth is steady, with churn risk concentrated in one segment.

This week closed with strong top-line momentum and cleaner support operations. The largest risk remains early-stage SMB accounts with incomplete onboarding.

What changed

Revenue expanded in mid-market accounts and net new logo velocity stayed healthy. Product usage increased after the onboarding flow update shipped.

What needs attention

Churn indicators rose in inactive SMB cohorts. Teams should prioritize lifecycle outreach and in-app onboarding prompts for low-engagement accounts.

What to do next

Keep current growth motions in place, run a focused SMB retention sprint, and review impact in the next weekly update.

Next actions

Launch SMB reactivation sequence by Tuesday.
Monitor onboarding completion trend daily.
Share retention progress in next Friday update.

Three steps. Zero maintenance.

Describe the analysis, configure a trigger, and let the AI deliver insights to your team.

Step 1

Describe

Tell the AI what to analyze, in plain language or with a template.

Step 2

Configure trigger

Pick a schedule, define a SQL trigger, or keep it manual.

Schedule Data change Manual

Step 3

Deliver

Route results to Email, Slack, or both — to the right people.

Email digest Delivered

Slack #growth Notified

In-app chat Saved

React to schedules, events, or instinct

Choose how each automation triggers — on a recurring schedule, when your data changes, or on demand.

Scheduled

Run on a fixed cadence — daily, weekdays, weekly, monthly, or quarterly.

Ideal for recurring status updates, performance summaries, and regular reporting cycles.

Weekly company statusDaily ad spendMonthly revenue review

Data change

Trigger when a SQL query returns new rows since the last run.

Checked every 15 minutes. Perfect for reacting to events as they happen in your data.

Notable signupsLarge transactionsError spike detection

Manual

Run on demand whenever you need a fresh analysis.

Save a prompt and data source configuration, then run it whenever you need answers.

Ad-hoc board updatesIncident investigationsOn-demand audits

Start fast with templates, customize everything

Pick from 15+ pre-built templates or describe what you want and let the AI configure it for you.

Template library

Executive updates

Weekly company statusInvestor updateMonthly performance reviewQuarterly KPI recap

Growth and sales

Daily ad spendNotable signupsWeekly sales pipelineRevenue breakdown

Product and engineering

Weekly changelogDaily error monitoringWeekly deployment summaryFeature usage trends

Operations

Customer health monitoringSupport performanceHiring pipelineFeedback trends

Delivery and history

Deliver complete analyses directly to inboxes for async review.

Digest + detailed findings

Slack

Notify channels the moment an automation finishes running.

Fast team visibility

In-app

Every run is saved as a chat you can review, search, and follow up on.

Full history + context

Automations FAQ

What are automations in Basedash?

What trigger types are available?

Can automations use data from multiple sources?

How are results delivered?

Can I create automations with AI?

How do data change triggers work?

Get started in under 30 minutes

We can help you migrate your data and dashboards from any other tool.

Start free Book a demo