AI Playbooks

Not Dashboards. Not Reports.
Playbooks.

Playbooks deliver structured decision intelligence: what happened, why it happened, and what to do next. From your data to executive action in minutes.

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The Framework

Three levels of intelligence. One Playbook.

Every Playbook is structured around a progression that moves from observation to explanation to action.

Financial Signal Playbook | Q1 2026
Prompt
Executive Summary
DSO has extended to 58 days, a 14-day deviation from the 44-day baseline. Operating cash conversion dropped to 71% vs 89% 3-month average. Gross margin at 42.3%, down 3.2pp QoQ. 6 KPI deviations flagged requiring review this month.
Narrative
Signal Overview
Cash conversion is deteriorating and margin compression is accelerating. Four product lines sit below the 43% target threshold. Together these represent a $2.1M cash flow shortfall vs plan.
KPI Health
Recommended Actions
1Review 6 KPI deviations flagged this month for immediate triage
2Investigate DSO extension driven by 3 enterprise accounts holding $1.4M overdue
3Monitor margin compression in 4 product lines below 43% threshold

What happened in your business

Quantified, structured, and contextualized. Playbooks surface the signals that matter, not just the metrics that moved.

Beyond BI

Dashboards show you what happened.

You are left to figure out the rest.

Playbooks deliver all three.

Power BI and Tableau are great at visualization. But when the numbers shift, your team still has to interpret, validate, and align before anyone acts. That delay is where value erodes. Playbooks close the gap.

  • Shows what happened

    Dashboards visualize your data. Charts, filters, drill-downs. You see the numbers. But the chart does not tell you why revenue dropped or what to do about it.

  • Figures out the rest

    Analysts interpret. Managers validate. Leaders align. Days or weeks pass between signal and action. That is the gap Playbooks close.

  • Delivers all three

    What happened, why it happened, and what to do next. Structured, contextualized, and ready for decisions. In minutes, not weeks.

eyko Skills

Intelligence that understands your business

Most AI tools analyze data in isolation. eyko Skills load structured knowledge about your industry, your role, your competitors, and your operational definitions directly into the platform. Playbooks reflect your context, not generic assumptions.

  • Industry

    Domain knowledge for your specific sector and competitive landscape

    ManufacturingServiceHealthcareRetail+ Add Your Own

  • Persona

    Analysis framed for a specific leadership perspective and decision level

    Chief Executive OfficerChief Financial OfficerVice PresidentDirectorManager+ Add Your Own

  • Company

    Context about your organization, business units, and strategic priorities

    Your OrgBusiness UnitDivisionRegion+ Add Your Own

  • Subject

    Deep functional expertise in a specific business discipline

    Cash MgmtSupply ChainMarketingSales Ops+ Add Your Own

  • Application

    Goal-oriented skills tuned for specific business outcomes

    Margin OptimizationCost ReductionRevenue GrowthRisk Mitigation+ Add Your Own

Without context, AI only produces answers. With context, AI produces decisions aligned to your business.

eyko Ideas

Immediate answers to your biggest questions

You do not have to start from scratch. Ideas are pre-built Playbook starting points for the business questions that matter most. Pick one, connect your data, and get a ranked Playbook in seconds.

Customer Churn Risk Playbook | Q1 2026
Prompt
Executive Summary
14 accounts flagged as high churn risk representing $2.8M ARR. Three accounts have open support escalations with no response in 10+ days. NPS dropped below 30 for 6 accounts in the last quarter.
Narrative
Risk Overview
Enterprise tier accounts show 3x higher churn signals than mid-market. Support response time is the strongest predictor, followed by product usage decline.
Risk Score
Recommended Actions
1Assign CSM to 3 escalated enterprise accounts within 48 hours
2Launch re-engagement campaign for 6 accounts with declining NPS
3Review contract terms for 5 accounts approaching renewal with risk signals

Customer

Which accounts show the highest churn risk?

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Ready to see what Playbooks can do?

Connect your data, ask a question, and get decision-ready intelligence in minutes.

How It Works

Three steps. From data to decision.

No heavy implementation. No new reporting layer. Connect your systems and start running Playbooks.

01

Connect your data

Link Oracle, SAP, Salesforce, HubSpot, Snowflake, and 100+ other business systems. No heavy data transformation.

02

Ask a question

Type a plain language prompt. "Analyze margin performance." "Prepare a supply chain review." eyko does the rest.

03

Get a Playbook

Receive a structured analysis with narratives, charts, and recommendations. Know What, Know Why, Know What Next.

FAQ

Frequently asked questions

Everything you need to know about AI Playbooks.

An AI Playbook is a structured, evidence-based business briefing generated by eyko Beats from your live data. Unlike a dashboard or a report, a Playbook progresses through three layers: what happened, why it happened, and what to do next. Each Playbook includes an executive summary, a narrative analysis, supporting visualizations, and prioritized recommended actions.

Copilots and chatbots respond to individual prompts with unstructured answers. Playbooks deliver a complete, structured analysis document built around a specific business problem. The output is a briefing with narrative, evidence, and recommendations, not a chat response you have to piece together yourself.

Playbooks work across finance, supply chain, sales, marketing, and customer operations. Common use cases include margin compression analysis, cash flow risk assessment, pipeline conversion review, churn risk detection, supplier exposure evaluation, and demand forecasting. eyko provides 200+ pre-built Ideas as starting points.

Every Playbook contains an executive summary, a narrative that explains the underlying drivers, supporting charts and tables, and a numbered list of recommended actions. The format is consistent and structured so leadership teams can review and act without additional interpretation.

Both. eyko Ideas provides 200+ pre-built Playbook starting points across five business domains. You can also create fully custom Playbooks by typing a plain language prompt. eyko Beats generates the structure, analysis, and recommendations from your connected data.

eyko Skills are structured knowledge modules that load business context directly into the analysis. You can configure Skills for your industry, persona, company, subject matter, and business application. A Playbook generated with a Manufacturing industry Skill and a CFO persona Skill produces analysis shaped specifically for that context, not a generic AI output.

Minutes. Type a prompt or select an Idea, and eyko Beats generates a complete Playbook from your connected data. There is no analyst queue, no report-building step, and no waiting for a scheduled refresh.

Yes. eyko Conversations lets you interrogate a Playbook in natural language after it has been generated. You can drill into specific data points, request breakdowns, or test assumptions against the underlying analysis without leaving the Playbook context.

Yes. Playbook views are free and unlimited. Anyone in your organization can read a Playbook without a paid user seat. You only need a paid seat to run Playbooks, which means generating fresh analysis from your live data.

Playbooks connect to 100+ business systems. Featured integrations include Oracle ERP, HubSpot, Snowflake, Salesforce, SAP, Workday, and NetSuite. You can also analyze uploaded documents, spreadsheets, and files. Your data stays in place. eyko connects the dots.

Ready to build your first Playbook?

Join the enterprises replacing weeks of manual analysis with a single prompt. See what eyko Playbooks can do with your data.

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