From dashboard insight to governed action
An agent layer that turns what dashboards show into tasks people can track.
A retail holding companyProblem statement
What the client was up against
Leadership had plenty of dashboards but no way to act on them consistently. Decision logic varied by team and insights rarely became actions.
Our approach
How we approached it
- Built a context engine over structured and unstructured data
- Added a semantic layer for rules, hierarchies and formulas
- Connected an orchestrator to core systems
Solution we created
What we built
A Cortex insights to action layer on top of existing dashboards. Agents spot what matters, create tasks and track them to completion.
Agents in the system
The multi agent team behind it
SourcesExisting BI dashboards, core business systems
Context agentCombines data and documents
Rules agentApplies agreed definitions and formulas
Action agentCreates and tracks tasks in core systems
People decideReview, approve and act
Context agentCombines data and documents
Rules agentApplies agreed definitions and formulas
Action agentCreates and tracks tasks in core systems
Existing BI dashboardscore business systems
What it was built to change
The outcome it is designed for
A shift from reactive reporting to proactive action, with one standard decision logic across teams.
This is live work without published results yet. We show the problem and the build, not numbers we have not measured.
Client names, detailed case studies, demos and references can be shared on request.
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Tell us your version of this problem. We will walk you through what we built and what a first pilot would look like for you.
