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Solutions/Functions/Analytics and reporting/Business intelligence

AI workflows for business intelligence.

Building the data models and dashboards that let a business see its numbers in one place.

Who does this work

  • Business intelligence analyst
  • Business intelligence developer
  • Analytics engineer

1 workflow template ready to adapt, and 6 workflows identified.

Updated 12 November 2026

Request this workflowBook a fit call
Examples of the workflows identified
  1. Write the dashboard brief before building
  2. Find tables ready for retirementIllustrative
  3. Review the downstream impact of a data model changeIllustrative
  4. Trace a data-quality alert to its causeIllustrative
  5. Validate a revised data modelIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Write the dashboard brief before buildingOne brief for the requester settling the decisions a dashboard serves, what it shows, metric definitions, filters, sources and refresh owner.Workflow template

Data engineering and data quality

Find tables ready for retirementIllustrative · not built yet
Review the downstream impact of a data model changeIllustrative · not built yet
Trace a data-quality alert to its causeIllustrative · not built yet
Validate a revised data modelIllustrative · not built yet
Write the source guide for a data domainIllustrative · not built yet

Workflow templates

Dashboard briefBefore anyone builds the dashboard, the requester gets one brief that settles the work: the decisions it serves, what is shown, each metric's definition, the filters, notes on every source and who refreshes it. The requester approves what is shown and the definitions.Workflow template

Request this workflow

Tell us the business intelligence work you need and the team that does it, and we build the workflow with you from your own procedures.

Request this workflowStart your plan

Related reading

  • ArticleA workflow, an automation tool or an agent: what this piece of work needsAn automation tool moves data, an agent acts alone, a workflow carries your team’s judgment. One signed contract three ways, and five questions to choose.Read
  • ArticleWhat happens on a fit call, and what you leave withA 30-minute fit call is the first working session in your plan: your teams laid out, their repeated work marked, a named next step. No card needed.Read
  • ArticleYour current AI platform, specialist software or a built workflow: how to chooseCompare three routes for one client-status update: your AI platform as it comes, specialist software or a built workflow. Criteria and a checklist.Read
  • ArticleA plan before agents: decide what each team should do with AI firstPlan by team before you buy or build agents: about five workflows for each team, the work between teams, the roles that do it, one owner each and what to build first.Read

Where to go next

All of analytics and reportingEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Within business intelligence

  • Data engineering and data quality

Other areas of analytics and reporting

  • Data science
  • Marketing analytics
  • Reporting and analysis
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