Area of work · 16 live demos
Agents for leadership and data.
Leaders ask the numbers a question and get the answer, by voice. Each demo below is a real agent set up for a made-up company. Talk to it or type, and ask what your team would ask.
Talk to Max at Brackenfield Advisory
Brackenfield Advisory is made up. Max is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
Want one like this for your business? Book a call with Sam
Every leadership and data demo
Partner daily briefing
Gives each partner a short morning briefing on their day and the firm's numbers, answers follow-up questions and books time with colleagues.
Sales rep morning briefing
Calls each outside sales rep at 7am with the accounts to focus on, quotes about to expire, stock alerts and progress to target.
Ask your business data by voice
Executives call a number, ask a question about the group and get the answer from the finance, sales and project systems.
Owner daily briefing call
Calls the chief executive at a set time each morning with the numbers and issues that matter, then takes questions.
Board pack questions, answered from the numbers
Board members ask about the board pack by voice or chat and get answers from the pack and the ledger behind it, with the page reference.
Cash and debtor-days briefing for the finance lead
Calls the CFO every Monday with cash, debtor days, the accounts driving them and the low point in the 13-week forecast.
Territory morning briefing for field reps
Calls each field rep before their first store with the day's route, the store issues that matter and progress to target.
Retail execution questions, answered from store audit data
Answers sales managers' questions about displays, planograms and shelf availability straight from store audit data, and turns gaps into rep actions.
Sales pipeline review by voice for the sales director
The sales director asks about coverage, stalled deals and owners by voice and gets the answers straight from the CRM.
KPI alert explainer: why did this number move?
When a KPI crosses its alert line, leaders ask why and get the causes from the systems behind the number.
Daily production briefing for plant managers
Sends plant managers a short morning summary of yesterday's output, downtime, waste and late orders, and answers follow-up questions from the production systems.
Daily owner briefing for allied health clinic groups
Sends the owner and operations team a short briefing every weekday at 7am: yesterday's appointments by clinic, cancellations, today's booked hours and anything the practice managers flagged.
Weekly KPI briefing for allied health clinic groups
Sends the owner and managers a Monday briefing with last week's appointments, revenue invoiced, new patients, utilisation by clinic and service, and the week before for comparison.
KPI questions desk for allied health clinic managers
Answers managers' questions about the management figures from the Power BI reports and Cliniko, says which report and dates it used, and passes anything not in the reports to the finance manager.
Board pack preparation for allied health clinic groups
Asks each manager for their board pack section ten business days ahead, chases late sections, fills in the standard figures from Power BI, and sends the assembled draft to the chief executive.
Month end figures check for allied health clinic owners
At month end, lays the owner's key figures side by side for the month and year to date, flags where Cliniko invoicing and Xero revenue do not match, and passes the gaps to the finance manager.
Want agents like these for your leadership and data?
Book thirty minutes with Sam. We will map these demos onto your own team, systems and data, and tell you what it would take.
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