[BRIEFS] A WRITTEN FINDING WRITTEN 06:12 · NOBODY REQUESTED IT

A written finding. It arrives before you ask.

DataGenie watches the metric, notices it break its own band, works out why, and writes it up — on a schedule, to whoever owns the number.

[01] WHAT IT IS

Every metric, against every dimension — scored on every read, against a band learned from your own history.

[02] NOT AN ALERT

Not an alert that a number moved. A finding.

Which slice, what caused it, what the data rules out, and who owns the next move — in the same shape every time it runs.

[03] WHAT A BRIEF DOES SIX THINGS · NONE OF THEM A DASHBOARD

You describe it once. It runs itself after that.

The prompt is the whole configuration. From there it runs on your cadence, arrives in a feed and an inbox, carries a citation under every figure, and goes only to the people you named.

01Writing one

The prompt is the whole configuration.

A title, a dataset, and what you want tracked in plain language. There are no forms. The time window, the depth of the analysis and the focus area all live inside the sentence you write.

  • Relative dates — “the past week” — roll forward on their own
  • Save it as a draft while the intent is still being argued over
Create a BriefDraft
TitleWeekly deposit-flight review
DatasetDeposits · branch × cohort
What to track Every week, tell me how much of the outflow went to first-time payees rather than to better rates — by branch, against the same week last quarter.

no KPI picker · no date picker · no filter builder

02Running it

Once now, or every morning at six.

Run it the moment you save it, or set a cadence — daily, weekly, or whatever the decision runs on. Every subsequent run uses that setting, so nobody has to remember to press anything.

  • Hourly, daily, weekly or monthly — the Brief’s own, not a dashboard’s
  • A run you asked for and a scheduled one produce the same Brief
ScheduleActive
Run nowonce
Every houron the hour
Every day06:00
Every weekMon 06:00
Every month1st · 06:00

every run after this one uses the same setting

03Where it lands

A newsletter, not another dashboard.

Once it has run, the Brief lands in your feed — a stream of the day’s highlights grouped by date — and in your inbox. The insight comes to you rather than the other way round.

  • History keeps every run, so last month’s read is still quotable
  • Follow the intents that matter — unfollowing clears your own view, not anyone else’s
Feed3 following
FeedCustomize HistoryDrafts

Today

Weekly deposit-flight review New06:00
Cost-of-funds & beta watch06:00

Yesterday

Weekly deposit-flight review06:00

also delivered to the inbox of everyone it is shared with

04Trusting it

Hover any number. See where it came from.

Every figure in the narrative is grounded. Hover it and the source appears; click the citation and you land on the Top Story it came out of — the anomaly DataGenie detected, with its root cause. The narrative and the data are one click apart.

  • What Next opens a thread in Wisdom — the conversational side of DataGenie — from that exact point
  • Download it as a PDF when a hard copy is wanted
Weekly deposit-flight reviewGrounded

Most of this week’s outflow is rate-driven yield-chase at 58%, but a smaller 12% left to first-time payees — and that share has climbed week over week.

12%  first-payee share of weekly outflow

from Top Story · Branch 07 · affluent-uninsured · this week

What next → Wisdom
05Who sees it

Private, shared, or public — your call.

A Brief is built to be shared, on your terms. As its owner you pick one of three access levels, and for a shared one you name the people or the groups and give each View or Edit & Run.

  • View reads it. Edit & Run can change the intent and re-run it
  • Groups as well as people, so access follows the team
SharingShared
PrivateSharedPublic
RKRaghothama KOwner
DTDeposits deskEdit & Run
FRFraud operationsView
TRTreasuryView

confirm · the privacy mark on the card updates immediately

06Underneath

Three tiers, and no access by default.

Sharing a Brief sits on top of the platform’s own access model: Global, Tenant and Dataset. A new user arrives through your identity provider with no dataset access at all until an admin grants it.

  • Custom roles where the three do not fit
  • Editor and Admin changes cascade downstream — be deliberate
Roles & permissions3 tiers
RoleWhat it is for
ReaderBusiness users who consume the insight. View only — no dataset or detection changes.
EditorAnalysts who tune detection: panels, saved Wisdom queries, KPI definitions in scope.
AdminDataset owners — schedules, groups and access control for their datasets.
Global AdminPlatform administrators: users, tenants and workspace defaults.

assignable at global, tenant or per-dataset level

[04] THE POINT

The insights must find you.

Thirty minutes, your data, a real brief at the end of it.