Basedash

What is Basedash?

Basedash Automations are AI-powered workflows that analyze your connected data and deliver results to your team. The core purpose is to automate recurring (or event-based) analysis so you can generate reports without manually running queries each time.

Automations can run on a schedule, trigger when data changes, or be executed on demand. Each run sends results to Slack and email and is also saved in-app for search and follow-up.

Key Features

• Scheduled automations for fixed cadences (daily, weekdays, weekly, monthly, or quarterly) so you can consistently summarize what changed over time.
• Data-change triggers that fire when a SQL query returns new rows (checked every 15 minutes), enabling near-real-time reporting when key events occur.
• Manual run (on demand) to request a fresh analysis whenever you need it, without changing your automation’s trigger settings.
• Slack + email delivery so outputs reach your team where they already communicate.
• In-app delivery history that saves each run as an in-app chat, keeping results searchable and easy to reference later.
• AI-configured templates and plain-language setup (described as “describe what you want in plain language and the AI will set up the automation”), plus 15+ pre-built templates to start faster.
• Multi-source analysis via connected data sources including databases/warehouses and 750+ SaaS tools through Fivetran, with the AI joining data across sources.

How to Use Basedash

1. Connect your data sources to Basedash (including any databases/warehouses or SaaS tools connected via Fivetran).
2. Create an automation by either choosing a pre-built template or describing your desired analysis in plain language.
3. Pick a trigger type:
   • Scheduled (e.g., every Friday at 10am),
   • Data change (based on a SQL condition such as new rows from the last run), or
   • Manual (run whenever needed).
4. Select delivery destinations (Slack and/or email) and configure recipients.
5. Review results over time using the in-app history, which stores each run as a searchable chat.

Use Cases

• Weekly leadership updates: Run a scheduled automation (e.g., every Friday at 10am) that summarizes week-over-week performance and highlights risk signals based on your connected metrics.
• Sales alerts for high-value signups: Trigger an automation when certain signup conditions occur (e.g., a company of a specified seat range), then deliver the analysis to a sales channel and email recipients.
• Operational error monitoring: Use a data-change trigger or scheduled check to detect when errors spike (for example, when an error metric exceeds a threshold) and alert an on-call or engineering group.
• Dataset freshness checks and trend flags: Create automations that summarize changes detected by SQL (such as new rows since the last run) and send recurring insights to relevant teams.
• Cross-source customer health reporting: Analyze joined data from multiple sources (databases/warehouses and SaaS tools via Fivetran) and deliver a customer health snapshot on a weekly or monthly cadence.

FAQ

What are automations in Basedash?

Automations are AI-powered workflows that analyze your connected data and deliver insights to your team. They can run on a schedule, trigger when your data changes, or be run manually on demand.

What trigger types are available?

Basedash supports three trigger types: scheduled (daily, weekdays, weekly, monthly, quarterly), data change (fires when a SQL query detects new rows, checked every 15 minutes), and manual (run whenever you want). The trigger type can be switched at any time.

Can automations use data from multiple sources?

Yes. Automations can analyze data from any source connected to Basedash, including databases/warehouses and 750+ SaaS tools via Fivetran. The AI joins data across sources to produce richer insights.

How are results delivered?

Results can be delivered by email and Slack. Every run is also saved as an in-app chat so you can search and reference prior outputs.

Can I create automations with AI?

Yes. You can describe what you want in plain language, and the AI will set up the automation for you.

Alternatives

• BI dashboards with scheduled refresh: Dashboards can automate reporting on a cadence, but they typically don’t support the same “trigger on data change via SQL” workflow or AI-generated delivery formats as described here.
• ETL/ELT + alerting pipelines: Data pipelines can detect changes and push notifications, but they usually require more manual query/report authoring compared to plain-language automation setup.
• General-purpose automation tools (e.g., event-driven workflow systems): These can send Slack/email messages based on conditions, but they may not include the same built-in AI analysis and structured run history described for Basedash Automations.