How This Workflow Works
This workflow automates the interpretation of a KPI report for a simulated software company by extracting information from both text and visual elements (plots and charts) in the report. It uses a generative AI model to analyze and explain the KPIs, then compiles the results into a structured, shareable report.
Key Features:
- Automatically extracts and interprets both textual and visual KPI data from reports
- Uses generative AI to provide clear, contextual explanations of business metrics
- Summarizes key trends and offers recommendations based on report findings
- Generates a consolidated, user-friendly report for easy sharing and review
Step-by-step:
1. Extract and Analyze KPI Data:
The workflow reads the KPI report, capturing both textual descriptions and embedded visualizations such as charts and plots. It processes these elements to identify and isolate relevant business metrics, ensuring that all critical information is available for interpretation.
2. Interpret KPIs Using Generative AI:
Leveraging a generative AI model, the workflow analyzes the extracted KPI data. The AI interprets the meaning behind each metric and visualization, providing plain-language explanations and highlighting significant patterns or anomalies in the business performance.
3. Summarize Insights and Recommendations:
The workflow synthesizes the AI-generated interpretations into concise summaries. It also formulates actionable recommendations based on the identified trends and findings, helping users understand potential next steps or areas for improvement.
4. Visualize and Share Insights:
The final step compiles the explanations, summaries, and visual elements into a structured report. This report can be easily reviewed, downloaded, or shared with stakeholders, ensuring that insights are accessible and actionable.