Business pulse monitoring

Get a daily digest of key metrics: revenue, reviews, and foot-traffic signals so you spot issues the day they emerge.

How to run this workflow

Connect your data sources

Link your POS, review platforms (Google, Yelp), and any foot-traffic or analytics tool so Claude can read fresh numbers daily.

Choose your pulse metrics

Pick the 5-7 numbers that matter most: daily revenue, transaction count, average ticket, new reviews, rating, foot traffic, online orders.

Set your baselines and thresholds

Tell Claude what 'normal' looks like for each metric and the threshold that should trigger an alert.

Generate the daily digest

Each morning Claude produces a one-glance digest: today vs. yesterday, vs. same day last week, and any metric outside its normal range.

Surface anomalies and likely causes

For any out-of-range metric Claude suggests likely causes (a promo ended, a bad review landed, weather) so you act fast.

Track the weekly trend

Every Friday Claude rolls the daily digests into a weekly trend with the direction of each metric and what to watch next week.

Read the digest at the same time every morning so anomalies get caught within hours, not weeks.
Act on red flags the same day: a one-day revenue dip is a question, a one-week dip is a problem.
Keep your metric list short: 5-7 numbers you will actually look at beat 30 you will ignore.
Compare to the same day last week, not yesterday: day-of-week patterns distort daily comparisons.