AI agent for monthly KPI reviews with Airtable
Prepare a monthly KPI review from Airtable records, metric definitions and period evidence. The agent reconciles figures, separates observed changes from possible causes and assembles follow-up decisions for the metric owners.
Customize the playbook with Claude or ChatGPT. Pump Up’s hosted agent runs the process with your team, bringing people in for information and decisions along the way.
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How this process uses Airtable
Reconcile definitions and distinguish evidence from causal hypotheses. Business owner decides actions or deferrals.
- Case identity
- Base, table and record identity
- Review evidence
- Named fields, linked records and supporting attachments
- Proposed result
- Owner-reviewed working records and follow-up assignments
When to use it
Operators preparing a recurring business review from spreadsheets, operational records and analytics. Use this for internal decisions; a client-facing report needs its own approval and delivery process.
Example scenario
Qualified leads fall after a tracking-tag change while organic traffic also declines. The agent records both observations and asks for raw counts instead of attributing the entire lead drop to the tag change. In Airtable, connect named fields, linked records and supporting attachments to base, table and record identity so the reviewer can trace the finding to its source.
Getting started
- Select the base and tables, declare field types and linked-record relationships, and choose a separate working view for the review.
- Provide the reporting period, metric definitions, source figures and previous-period results.
- Name the owners who will resolve discrepancies and decide follow-up actions.
Common questions
Which Airtable information does monthly kpi review need?
Map table records, fields and linked records to this process's evidence: period figures and documented metric formulas. Period-specific source data and previous baselines; Metric formulas, date boundaries and known tracking changes; Owner commentary and operational incident evidence. The field names and access route are chosen during setup.
What needs configuring before this process can use Airtable?
Select the base and tables, declare field types and linked-record relationships, and choose a separate working view for the review. Use a configured read tool or supplied record export. Confirm the actual permitted destination actions with the process owner before making changes.
What does this Airtable setup produce?
Owner-reviewed figures and accountable follow-up. Business owner decides actions or deferrals. The base playbook is customized for the selected records, permissions and handoff destination.
Platform documentation
Start from the monthly kpi review playbook
Use the reusable process, then map your Airtable records, access and handoff destination during setup.