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AutoBI Docs

AutoBI Documentation

Dashboard

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.

Smart Cleanups: Ingested files are automatically filtered for empty lines, missing variables are reasonably imputed, and columns are dynamically mapped into metrics (numeric) or dimensions (categorical text/dates).

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.
Strict Read-Only Mode Guarantee For absolute compliance and infrastructure security, AutoBI's query engines are hardcoded to operate in a strict read-only layer. AutoBI will never execute mutating queries (e.g. 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.

Multidimensional Matrix Compare dimensions on the X-Axis against any quantitative Y-Axis aggregation.
Dynamic Filtering Filter rows instantly using mathematical and text operators (Equals, Greater Than, Less Than, Contains).
Rich Tooltips & PNGs Hover to inspect details, zoom in on data subsets, or instantly download static high-res PNGs of your layouts.

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.

Streaming Endpoint: The agent uses the /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:

Executive PDFs Generate layout-perfect printable reports with embedded charts and text summaries.
Excel Sheets Export beautifully cleaned data matrices compatible with Microsoft Excel.
RAW CSV Data Download flat dataset CSV files to easily integrate with outer tools or platforms.
PowerPoint (Beta) Instantly convert your dashboards into dynamic slides ready for corporate presenting.

10. Plans & Pricing

Starter Plan

Ideal for entrepreneurs and small businesses

$20.00 USD/month
  • 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

$50.00 USD/month
  • Everything in Starter
  • Automatic Machine Learning
  • Predictions and forecasting
  • Anomaly detection
  • 7 team members
  • Priority support
Recommended
Premium Plan

For agencies and growing companies

$120.00 USD/month
  • 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.
JSON Payload Sample
[
  {
    "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."
  }
]
Dynamic Mapping: AutoBI operates in schema-less mode for webhooks. You do not need to pre-define static schemas. The table creates itself on the fly based on the JSON array keys you provide.
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.

Ask anything (e.g. Show sales by region)