C
AgentKick
Back to case studies
Quick StartSaaS·3 business days

Automated Weekly KPI Reports

B2B SaaS startup, 30 employees

4+ hrs/week
Time saved
Analyst now reviews in 10 minutes instead of building from scratch
7am Monday
Delivery
Report ready before anyone opens their laptop
Zero
Error rate
No more copy-paste mistakes or stale data

The Challenge

A data analyst spent 4+ hours every Monday pulling metrics from PostgreSQL, Stripe, and HubSpot, formatting them into a slide deck, and emailing it to the leadership team. The process was error-prone and delayed decision-making.

The Solution

We built an AI-powered report pipeline that pulls data from all three sources, analyzes trends and anomalies, generates a formatted report with insights, and emails it to stakeholders automatically every Monday at 7am.

How We Built It

  • 1Connected to PostgreSQL (product metrics), Stripe API (revenue data), and HubSpot API (sales pipeline)
  • 2AI analyzes week-over-week changes, flags anomalies, and generates natural-language insights
  • 3Report formatted as clean HTML email with charts described in text
  • 4Scheduled via cron, with Slack alert on failure

Tech Stack

PostgreSQLStripe APIHubSpot APIClaude AIResend

"What used to take my analyst half a day is now done before I wake up. The AI insights actually caught a churn spike we would have missed."

Operations Lead · B2B SaaS Company

Want similar results?

Tell us about your workflow and we'll get back to you within 24 hours.

Start Your Project