Feature request: scheduled data exports

Ticketclosed

Brindlecote Insurance Brokers: documents · Feature request: scheduled data exports

Toby requested a feature for scheduled data exports to eliminate weekly manual exports. Bethan acknowledged as a good idea and logged it with product team for future review.

Priority normal

made from

What happened

What this says

Current to 11 Oct 26

Toby requested a feature for scheduled data exports to eliminate weekly manual exports. Bethan acknowledged as a good idea and logged it with product team for future review.

Problem: the customer spends admin time on weekly manual data exports. Handling: Bethan validated the request as good and escalated to the product team for future release consideration. First response took 263 minutes. Watch: this request is a clear signal of operational pain and readiness for automation. Combined with tkt_011_0016, the customer is deriving value from data export and is ready for efficiency gains. This is a strong upsell signal.

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

AImade from

Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryfeature_request

Channelemail

First response (min)263

CSAT5

Helpdeskmade from

Trail

created · Toby Underwood 24 Jan 2025 11:16
Hi, we'd like a feature to schedule regular data exports. Right now we're doing them manually every week and it's taking up admin time.
public_reply · Bethan Lister 24 Jan 2025 15:39
Hi Toby, thanks for the suggestion. This is a good request. I've logged it with our product team and they'll review it for a future release.
status_change · Bethan Lister 27 Jan 2025 15:58
status_change · 31 Jan 2025 23:59

Helpdeskmade from

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

Open as a page

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