{
  "name": "Compile the quarterly KPI / board report",
  "description": "Pull every KPI source into a Sheet, compute quarter-over-quarter change, push figures into the board deck, and flag outliers.",
  "generatedBy": "Spion",
  "generatedAt": "2026-06-14T14:13:03.649Z",
  "confidence": "strong",
  "efficiencyGain": {
    "manualSteps": 12,
    "automatedSteps": 5,
    "reductionPercent": 58,
    "timeSavedPerRun": "~40 min",
    "annualHoursSaved": 3
  },
  "trigger": {
    "provider": "workato",
    "type": "schedule",
    "name": "Quarterly schedule",
    "description": "First business day of the quarter 07:00"
  },
  "actions": [
    {
      "number": 1,
      "type": "action",
      "tool": "Connectors",
      "name": "Pull KPIs",
      "description": "Pull each KPI from its source (revenue, pipeline, NRR, CAC, headcount) into Board Metrics.",
      "replaces": [],
      "addedBySpion": false
    },
    {
      "number": 2,
      "type": "action",
      "tool": "Formula",
      "name": "Compute QoQ",
      "description": "Compute quarter-over-quarter change per metric.",
      "replaces": [],
      "addedBySpion": false
    },
    {
      "number": 3,
      "type": "action",
      "tool": "Google Slides",
      "name": "Update deck",
      "description": "Update the linked figures and charts in the board deck.",
      "replaces": [],
      "addedBySpion": false
    },
    {
      "number": 4,
      "type": "action",
      "tool": "Formula",
      "name": "Flag outliers",
      "description": "Flag any metric beyond its threshold and list it for narration.",
      "why": "the board wants the exceptions called out, not buried.",
      "replaces": [],
      "addedBySpion": true
    },
    {
      "number": 5,
      "type": "action",
      "tool": "Slack",
      "name": "Notify",
      "description": "Notify #leadership that the deck is refreshed, with the flagged metrics.",
      "replaces": [],
      "addedBySpion": false
    }
  ]
}