Automated Insights

What Are Automated Insights?

Automated Insights is Go Fig’s proactive intelligence layer that continuously analyzes your data and alerts you to what matters. Instead of waiting for you to ask questions, Automated Insights:

• Monitors metrics for unusual changes
• Detects emerging trends and patterns
• Identifies anomalies that warrant investigation
• Surfaces opportunities you might have missed
• Delivers actionable alerts to the right people

Think of it as having a tireless analyst watching your data 24/7 and tapping you on the shoulder when something needs attention.

How Do Automated Insights Work?

Continuous Monitoring

Automated Insights watches your key metrics around the clock:

• Revenue, margin, and profitability
• Cash position and working capital
• Operational KPIs
• Budget variance thresholds
• Data quality indicators

Anomaly Detection

The system identifies unusual patterns:

Statistical anomalies: Values outside expected ranges based on historical patterns

Trend breaks: Sudden changes in direction or velocity

Comparative anomalies: Metrics behaving differently than correlated metrics

Seasonal departures: Patterns that don’t match expected seasonality

Root Cause Analysis

When an anomaly is detected, the system analyzes why:

• What changed? (which dimensions contributed)
• When did it start? (timing of the shift)
• How significant? (magnitude and impact)
• What’s the likely cause? (correlation with other events)

Alert Delivery

Insights are delivered where you work:

• Email summaries (daily or real-time)
• Dashboard notifications
• Slack/Teams messages
• In-app alerts
• Workflow triggers

Automated Insights Examples

Revenue Anomaly

Detection: “Daily revenue is 23% below expected for this day of week”

Analysis: “The gap is driven by a 45% drop in Product Category A, specifically from Enterprise customers. This correlates with the pricing change deployed yesterday.”

Action: “Review pricing change impact. [View Details] [Acknowledge]“

Margin Trend

Detection: “Gross margin has declined for 4 consecutive weeks”

Analysis: “The trend is driven by increasing COGS in raw materials (+8%) while prices have remained flat. This pattern began after the new supplier contract started.”

Action: “Review supplier pricing. Analyze margin by product. [View Details]“

Cash Alert

Detection: “Projected cash position will fall below $500K threshold in 12 days”

Analysis: “Large AP payments scheduled ($850K) combined with slower-than-expected AR collections (DSO increased 5 days) create the shortfall.”

Action: “Review AR aging for collection opportunities. Consider payment timing. [View Forecast]“

Budget Variance

Detection: “Marketing spend is tracking 35% over budget YTD”

Analysis: “Overage driven by unplanned agency fees in Q1. Current run rate will exceed annual budget by $120K.”

Action: “Review with Marketing. Adjust forecast or reallocate budget. [View Details]“

Customizing Automated Insights

Threshold Configuration

Define what matters to your business:

• Alert when revenue drops more than X%
• Notify when cash falls below $Y
• Flag variances greater than Z% or $W

Metric Selection

Choose which metrics to monitor:

• All semantic layer metrics (comprehensive)
• Selected KPIs (focused)
• Custom metrics you define

Alert Routing

Control who sees what:

• CFO gets cash and margin alerts
• Controllers get variance alerts
• Operations gets fulfillment metrics
• Everyone gets data quality issues

Frequency and Sensitivity

Balance signal vs. noise:

• More sensitive = more alerts, catch everything
• Less sensitive = fewer alerts, only major issues
• Real-time vs. daily digest delivery

Automated Insights vs. Manual Analysis

Aspect	Manual Analysis	Automated Insights
Coverage	Limited by time	Comprehensive
Speed	Days/weeks	Real-time
Consistency	Varies by analyst	Always watching
Pattern detection	Human intuition	Statistical + AI
Scalability	Limited	Unlimited metrics
Proactivity	Reactive	Proactive

Integration with Celeste

Automated Insights and Celeste work together:

Automated Insights detects that something unusual happened

Celeste helps you understand why and what to do about it

When you receive an insight alert, you can ask Celeste:

“Why did shipping costs spike last week?” “What customers are driving the AR increase?” “How does this compare to last year?”

Getting Started

Automated Insights is available on Go Fig Growth and Enterprise plans. Setup involves:

1. Define key metrics: Which measures matter most to your business
2. Set thresholds: What constitutes an anomaly worth alerting
3. Configure routing: Who should receive which types of insights
4. Tune sensitivity: Adjust based on alert volume and relevance

Most customers start seeing valuable insights within days of enabling monitoring.