What it does
Uses AI to automatically analyze Looker dashboard data, generate executive-friendly written summaries highlighting key trends, wins, concerns, and recommendations, then emails to leadership on schedule.
Why I recommend it
Executives need insights, not raw data. AI-generated summaries transform dashboard numbers into strategic narrative, saving executive time while ensuring data actually informs decisions.
Expected benefits
- Data-driven leadership decisions
- No manual report writing
- Insights not just numbers
- Consistent executive visibility
- Strategic recommendations included
How it works
Scheduled trigger (weekly Monday 8am) -> fetch current data from Looker dashboard -> compare to previous period and goals -> AI analyzes trends, identifies significant changes, wins, and concerns -> generates executive summary in plain English -> includes specific numbers, trend explanations, and recommendations -> emails to leadership with dashboard link.
Quick start
Manually review your executive dashboard weekly. Note key metrics, trends, and insights. Write brief email summary to leadership highlighting what matters. Track which insights drive questions or action. Refine summary format over time. Once you have a consistent template, use AI to generate it automatically from current data.
Level-up version
Industry context in analysis (how metrics compare to benchmarks). Predictive insights (if trend continues, expect X outcome). Drill-down links to specific problem areas. Personalized summaries by executive role (CEO sees revenue, CTO sees technical metrics). Conditional alerts (only send if significant changes). Include recommended actions with expected impact. Track which insights led to decisions.
Tools you can use
BI: Looker, Tableau, Power BI, Google Data Studio
AI: ChatGPT API, Claude API for analysis
Data: BigQuery, Snowflake, database connections
Email: SendGrid, Gmail, Mailchimp
Automation: n8n, Make, Zapier
Also works with
Analytics: Google Analytics, Mixpanel for web data
Financial: QuickBooks, Xero for finance summaries
CRM: Salesforce, GoHighLevel for sales reports
Technical implementation solution
- No-code: Looker scheduled query exports to Google Sheets -> Zapier triggers weekly -> reads key metrics -> sends to ChatGPT with prompt “Create executive summary explaining these trends and recommending actions” -> emails result to leadership.
- API-based: Weekly cron job -> Looker API fetch dashboard data -> calculate period-over-period changes -> Claude API analyzes with context: “You are a business analyst. Summarize these KPIs for executives, highlighting: significant changes, wins to celebrate, concerns to address, and 2-3 recommended actions” -> format as HTML email -> SendGrid sends to distribution list -> track email opens and dashboard link clicks.
Where it gets tricky
Providing enough context for meaningful AI analysis, ensuring accuracy of AI interpretations, balancing detail vs brevity for executive attention, handling missing or anomalous data gracefully, and maintaining consistent quality across different data scenarios.
