Operations
KPI sheet refresh
Pulls from the warehouse every morning and writes the finished tables into the sheet leadership already opens.
The prompt
This is the whole configuration
Paste it into a workflow and edit it in plain English. There is nothing else to wire up.
Every morning at 6am, refresh our KPI spreadsheet. Query Postgres and ClickHouse for signups, activation rate, weekly active accounts, MRR, and net revenue retention, each for yesterday and for the trailing 7 and 28 days. Write the results into the `KPIs` tab, one row per day, appending rather than overwriting history. Preserve the existing formatting and the charts that reference the range. If any metric moved more than 20% against its 28-day average, add a note in the `Anomalies` tab with the metric, the values, and the date. Then reconcile the revenue figure against Stripe and flag any difference greater than $100.
Trigger
What starts this agent
Runs on a schedule. Describe the cadence in plain English and Helios turns it into a cron expression for you.
Integrations required
Authorize each service once. Helios stores the credential envelope-encrypted and attaches it server-side on every run.
Example output
What you get back
Every run leaves a readable record: the steps the agent took and the result it produced.
KPI sheet updated
- Signups 1,204 · up 8% week over week
- Activation 41% · flat
- Revenue matches Stripe to the cent
New to Helios? Start with Run your first agent.
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Run KPI sheet refresh on your stack.
Connect the integrations, paste the prompt, attach the trigger. The agent takes it from there.