Cross-industry cases

From problem to first build

Use cases that work in any industry, taken from real, anonymized workspaces. Each one has an executive summary and a detailed view with the business rules, ready to send to your agent.

See the operation3Accelerate revenue9Protect revenue3Close the books4Put AI to work2Trust the data2
By industry

Cases from companies like yours

Business rules taken from real workspaces, by industry, ready to send to your agent.

Marketing agenciesSaaS and technologyFinancial servicesReal estateEducationRetail and e-commerceSee all →
The same base, five ways to create value

Build once. Consume where the work happens.

These are the five patterns that work in any area. What changes between marketing, sales, finance or operations is the business rules. The architecture is the same.

01 Where data is born
CRMERPPaid mediaBillingProduct
02 The same base
Nekt
Connected datarefreshed every day
Business contextdefinitions and rules
Permissionswho sees what
03 Where the work happens
05 · the insight goes back to the source system

Start here

The most built case of each goal.

See the operationTrendingAutomatic reports and dashboards

One gold table per dashboard, with a stated grain and closed rules, that the BI tool only reads: the dashboard number matches the source, refreshes on its own and shows when it was last loaded.

Read caseAccelerate revenueTrendingFunnel by channel

Each source channel's conversion at every funnel stage, with a single channel per deal and without hiding the deals that arrived with no source.

Read caseProtect revenueTrendingChurn and risk monitoring

Who left, who is leaving and how much it weighs, with the right churn definition for each model: subscription, contract, tuition or repeat purchase.

Read caseClose the booksTrendingAutomated P&L (DRE)

The month's management P&L built from ERP entries, using finance's chart of accounts, matching the official close and without closing the month by hand.

Read casePut AI to workTrendingData agent on Slack or WhatsApp

The team asks in plain language on Slack or WhatsApp and gets the official number, with the metric, the period and the last load date, or hears that the data does not exist.

Read caseTrust the dataTrendingDeduplication and entity resolution

One row per person or company, with every source record linked to it and the reason for each merge, without merging people who only share a phone number.

Read case

See the operation 3 cases

Swap spreadsheets, rework and conflicting numbers for a trusted source.

BITrendingAutomatic reports and dashboardsOne gold table per dashboard, with a stated grain and closed rules, that the BI tool only reads: the dashboard number matches the source, refreshes on its own and shows when it was last loaded.Read caseOperationsDaily email reportsEach audience gets, by email or chat, at the agreed time, only the numbers it needs to read, for a closed period, with no duplicate sends and a warning when the data is late.Read caseBIHistorical KPIs in a living spreadsheetA snapshot of each KPI per period, stored when the period closes and never rewritten, in a spreadsheet that updates itself and keeps the trend the source system forgets.Read case

Accelerate revenue 9 cases

See what moves pipeline, conversion and acquisition efficiency.

RevOpsTrendingFunnel by channelEach source channel's conversion at every funnel stage, with a single channel per deal and without hiding the deals that arrived with no source.Read caseRevOpsTrendingPipeline view (funnel)How many deals enter each stage, how many move on and how long they stay, rebuilt from the CRM history and not from today's snapshot.Read caseMarketingTrendingUnified marketing (Google + Meta)Google, Meta and the other platforms in a single table, with spend, clicks and conversions that match each ads manager.Read caseRevOpsDeal health + alert agentEvery open deal classified as healthy, watch or at risk by its last real interaction and its time in stage, with one alert per owner that only reports what changed.Read caseRevOpsLead scoringA 0 to 100 score for every lead or open deal, with rules the sales rep understands, weights taken from what has already closed and the score written back to the CRM.Read caseRevOpsPipeline coverage vs targetHow much is left to reach the period's target, how much of the open pipeline can close in time and whether that covers what is missing, by channel, team and rep.Read caseRevOpsProbability-weighted revenue forecastHow much of the open pipeline should turn into revenue each month, with each deal weighted by the stage's real conversion, not by the number the CRM suggests.Read caseRevOpsRecurring revenue attributionHow much recurring revenue each acquisition channel brought over time, linking the ad to the CRM and the CRM to billing.Read caseRevOpsRevenue source auditWhich sources bring real paid sales and which only fill the funnel with leads, with every number proven in billing.Read case

Protect revenue 3 cases

Anticipate risk, understand behavior and prioritize the right accounts.

CSTrendingChurn and risk monitoringWho left, who is leaving and how much it weighs, with the right churn definition for each model: subscription, contract, tuition or repeat purchase.Read caseAIAI support analyticsTickets, chats and WhatsApp linked to the paying customer and classified by AI into reason, intent and sentiment, always with the excerpt that proves it.Read caseProductCohort and LTV by acquisition vintageHow much each vintage of customers pays and how long it stays, comparing only mature vintages and with the same vintage's CAC alongside.Read case

Close the books 4 cases

Reconcile, project cash and read margin without a manual close.

FinanceTrendingAutomated P&L (DRE)The month's management P&L built from ERP entries, using finance's chart of accounts, matching the official close and without closing the month by hand.Read caseFinanceTrendingOverdue payment monitoringWho owes, for how long and how much, in a daily snapshot that matches accounts receivable, without counting payment attempts or renegotiated debt twice.Read caseFinanceAutomatic card reconciliationEvery card sale matched to the installment the acquirer released and to the bank credit, with fees, prepayment and what has not landed yet on every row.Read caseFinanceCash flow forecastThe balance for the next 13 weeks from the real bank balance, receivable and payable bills and the card schedule, with leadership's assumptions kept apart from the raw data.Read case

Put AI to work 2 cases

Turn organized data into answers, alerts and useful service.

AITrendingData agent on Slack or WhatsAppThe team asks in plain language on Slack or WhatsApp and gets the official number, with the metric, the period and the last load date, or hears that the data does not exist.Read caseAIAI assistant on WhatsAppThe customer asks on WhatsApp about a property, product or time slot and gets an instant answer drawn from a ready table, only with what is available, and is handed to a human when the AI should not answer.Read case

Trust the data 2 cases

Solve identity, history and modeling before scaling consumption.

DataTrendingDeduplication and entity resolutionOne row per person or company, with every source record linked to it and the reason for each merge, without merging people who only share a phone number.Read caseDataHistory with SCD Type 2How each customer, contract or deal looked on any past date, with the owner, plan and status of that time, without today's state rewriting the past.Read case