Feature request, scheduled reports

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Corriemoor Foods: documents · Feature request, scheduled reports

Neil requested scheduled reports to automate metric summaries. Callie explained the feature is on the roadmap but not yet supported, and offered interim workarounds.

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Current to 11 Oct 26

Neil requested scheduled reports to automate metric summaries. Callie explained the feature is on the roadmap but not yet supported, and offered interim workarounds.

This is a feature request rather than a support issue. Neil wanted automated report delivery to replace manual query runs. BB-Demo acknowledged the request, placed it on the roadmap, and offered a workaround using saved queries. No urgency or account risk.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Updated 9 Oct 26

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Categoryfeature_request

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First response (min)263

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created · Neil Entwistle 16 Feb 2024 14:11
Would it be possible to set up scheduled reports? Rather than running queries manually, it would be great if we could have the brain send us regular summaries with key metrics. Is that something you support?
public_reply · Callie Brennan 16 Feb 2024 18:34
Hi Neil, thanks for the suggestion. Scheduled reports aren't something we support at the moment, but it's on our roadmap for future releases. In the meantime, you can save your queries and run them whenever you need to. If you'd like to explore some workarounds, I'd be happy to chat about that. Cheers.
status_change · Callie Brennan 21 Feb 2024 17:03
status_change · 25 Feb 2024 23:59

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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

Help & Support

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Help & Support

B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the brain is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	75
People at customers	290
BB-Demo staff	40
Calls	784
Email threads	1,169
Support tickets	449
Documents	477
Deals	117
Invoices	101
Events	49
News items	56

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

Who to contact

Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

Ask B