AutoBI Documentation
Contents
1. Introduction to AutoBI
Welcome to AutoBI, the next-generation Automatic Business Intelligence platform engineered by GB Automations. AutoBI is built to democratize corporate analytics, allowing business executives, quantitative analysts, and web developers to instantly transform raw tabular files and database clusters into fully interactive dashboards and automated executive reports in seconds.
Through a beautiful web interface, you can load multi-format datasets, visual-build high-impact analytics using ECharts, and leverage state-of-the-art AI to securely inspect, clean, and project your commercial figures.
2. Smart File Ingestion
AutoBI handles the immediate ingestion and in-memory parsing of multiple standard structured or unstructured tabular document formats. There is no need for manual, tedious pre-cleaning steps:
CSV & Raw Text
Automatic detection of structural delimiters (commas, semicolons, tabs) and UTF-8 encoding support.
Excel (.xlsx, .xls)
Full parsing for workbook sheets, complex numerical formulas, and cell ranges seamlessly.
JSON Formats
Automatic structural flattening of nested relational keys into plain key-value tables.
Purchasing PDFs & Invoices
OCR & layout-aware parsing extracts line-item invoicing grids and details automatically.
3. Secure Relational Connections
If your analytical data resides on remote production databases or virtual storage instances, you can link them directly to AutoBI without generating intermediate files.
Our backend securely integrates with these infrastructures:
- PostgreSQL: Highly optimized queries for AWS RDS, Supabase, Neon, and local databases.
- MySQL: High-performance adapters for transactional relational storage.
- SQL Server (MSSQL): Compatible with enterprise deployments on Microsoft Azure SQL.
- MongoDB: Dynamically maps collections of unstructured documents into tabular sets.
INSERT, UPDATE, DELETE, DROP). We recommend provisioning read-only credentials with SELECT permissions for your safety.
4. Interactive ECharts Dashboards
AutoBI features an advanced real-time chart constructor powered by Apache ECharts, the standard for premium, high-performance web graphics.
5. Automated Machine Learning (AutoML)
Extend your vision beyond standard historical data. Under the 30-day premium trial period or with a Premium Membership Plan, you gain access to our custom machine learning suite:
- Trend Forecasting: Evaluates temporal records in your dataset to automatically model and project future sales, volume metrics, or user activity using exponential smoothing.
- Anomaly Detection: Dynamically analyzes standard deviations and statistical outliers across your metrics to immediately notify you of billing glitches, rare activities, or errors.
- Smart Clustering: Groups products or customers into high-performing target segments based on purchasing behavior or frequency, using automated clustering engines.
6. Agent as a Service (AaaS) — Intelligent Analytics Agent
AutoBI integrates a multi-model Agent as a Service (AaaS) system that acts as your personal data analyst. It's not a simple chatbot: it's an intelligent agent that reasons, analyzes and executes complex tasks on your data autonomously.
The agent can understand your datasets, perform deep analysis, generate visualizations automatically, explain predictions, assist with ETL processes, create automations, schedule reports, and generate actionable business recommendations.
Multi-Model Architecture
An intelligent routing system automatically selects the best AI engine for each task: general chat, complex reasoning, SQL/ETL generation, Python code, and automation design. Each task receives the optimal model without any configuration on your part.
Conversational Analysis
Ask questions in natural language about your data and receive intelligent answers with full context. The agent understands your intent and executes the necessary analysis.
Visualization Generation
Describe what you want to see and AutoBI creates it automatically. No manual chart builders. The agent generates ECharts visualizations in real time.
Strategic Recommendations
The AI agent proactively suggests actions based on patterns detected in your data. Receive actionable insights, not just numbers.
Session Context
The agent maintains your conversation context. No need to repeat information. Example: "Show me sales by country" → "Spain only" → "Predict next 90 days".
Multi-language
Communicate in Spanish or English, the AI agent automatically adapts to your language.
Example queries you can run:
- "Which category had the largest sales volume last quarter and what percentage of total did it hold?"
- "Give me a detailed executive summary highlighting our core commercial indicators."
- "Help me identify if there are abnormal spikes in my cost columns."
- "How are customers distributed based on their average monthly revenue contributions?"
- "Show revenue by country"
- "Compare this year vs last year"
- "Predict the next 90 days"
- "Detect anomalies in my data"
- "Top 10 customers"
- "What trends are emerging?"
- "Segment my customers"
- "Generate SQL for monthly sales"
All interactions between the agent and your datasets use highly secure encrypted tokens in transit for absolute privacy.
7. AI Prompt Panel — Natural Language Analytics Agent
The AI Prompt Panel is the core of the Agent as a Service experience in AutoBI. It allows you to interact with your data using natural language, without needing SQL, formulas, or technical configurations.
The panel is integrated directly into the dashboard and offers the following capabilities:
Suggested Prompts
Quick-access buttons for the most common queries: revenue by country, 90-day forecast, anomaly detection, year-over-year comparison, top customers, emerging trends, customer segmentation, and SQL generation.
Chat History
Continuous conversation with the agent. Every question and answer is saved in the history for session context. You can clear the chat at any time.
Real-Time Streaming
Agent responses are streamed (Server-Sent Events), showing text as it's generated. You don't wait for the entire processing to complete.
Auto-Visualization
When the agent detects that your question implies a visualization, it automatically generates the corresponding ECharts chart and renders it on the dashboard canvas.
Follow-Up Questions
The agent maintains conversation context, so you can ask follow-up questions without repeating information. Example: "Show me sales by country" → "Spain only" → "Predict next 90 days".
Automatic Language Detection
The agent automatically detects the language of your queries and responds in the same language. Supports Spanish and English.
/api/v1/ai/stream/{record_id} endpoint for streaming responses and /api/v1/ai/visualize/{record_id} for automatic visualization generation.
8. Multiformat Professional Exports
Once your custom dashboards and findings are prepared, AutoBI makes sharing them with coworkers or clients effortless:
10. Plans & Pricing
Starter Plan
Ideal for entrepreneurs and small businesses
- Data loading (CSV, Excel, JSON)
- Basic interactive dashboards
- 3 team members
- Agentic AI for basic queries
- Report export
Gold Plan
Perfect for small and medium businesses
- Everything in Starter
- Automatic Machine Learning
- Predictions and forecasting
- Anomaly detection
- 7 team members
- Priority support
Premium Plan
For agencies and growing companies
- Everything in Gold
- Full multi-model Agentic AI
- Multi-client management
- White-label reports
- 15 team members
- Webhooks & REST API
- VIP Support 24/7
9. Automated APIs & Inbound Webhooks
Automate your pipelines by feeding real-time entries directly into your dashboard from external apps like Google Sheets, Zapier, or Make.com.
Inbound Webhook (Real-Time Ingestion)
Load data automatically by dispatching HTTP POST queries to the specific Webhook endpoint shown in your profile integrations screen.
| Parameter | Requirement / Description |
|---|---|
| Method | POST |
| Content-Type | application/json |
| Body Format | An array of structured JSON objects. Every key supplied automatically translates into a tabular column. |
[
{
"id": 2001,
"fecha": "2026-05-17",
"ventas": 540.90,
"categoria": "Software",
"cliente": "GB Automations"
},
{
"id": 2002,
"fecha": "2026-05-17",
"ventas": 1200.00,
"categoria": "Consultoría",
"cliente": "AnalyticSAAS Inc."
}
]
Outbound Results API
The outbound REST API to extract calculated metrics and visual components from your profile back into your outer applications is currently in Private Beta. Contact our support team for early key access.