Automations

Work that runs itself, in the tools your team already has open.

Overview FlashpointBIAutomations

Every team has a handful of jobs that only get done when somebody remembers.

The weekly report nobody has time to build. The notice that goes out late, or not at all. The list that stops being accurate the day someone new joins. None of these are hard to build. They just need to run on a schedule, every time, without anyone having to remember.

Where people already are

Teams and Outlook, not another dashboard

Nobody logs into a new tool to be told it is someone’s tenth anniversary. It shows up in the channel and the inbox they already have open, so it actually gets read.

Read at run time

Nothing is copied out and kept somewhere

Dates come from the directory, figures come from the ERP, and both are read fresh when the job runs. There is no spreadsheet to maintain and no second version for anyone to argue with.

Runs unattended

Quiet on the days there is nothing to say

Weekends are skipped and Monday picks up whatever fell over them. On a day with nothing to report it posts nothing at all, which is why people keep reading it.

How we judge one

You can tell one of these is working when somebody replies to it.

A notice that reads like a system message gets ignored. One that reads like it came from a colleague gets answered, and the person it was about finds out their team noticed.

See it running

The notice nobody has to remember to send

A scheduled job reads the company directory every morning and posts it to the channel your team was reading anyway. People react and reply to it the way they would to a colleague.

The directory nobody has to maintain

The job reads every account in Microsoft 365, groups people the way the business is actually organized, and publishes a branded PDF. Someone joins, and the next edition already has them in it.

The report that arrives before anyone asks for it

A scheduled job queries the ERP, works out which key dates are overdue or nearly due, and emails each owner a branded summary of exactly what needs updating, without asking anyone to log in and pull an export.

Good news, posted the moment it happens

The same pattern reads the pipeline. It posts a ranked leaderboard on Monday, and when a deal closes it says so in the channel while people still care.

Common questions

Before you book a walkthrough.