Sabi answers

    How do I get a daily KPI briefing from AI?

    Connect the tools that hold your numbers, such as Stripe, QuickBooks, HubSpot, Google Sheets and Plaid, to an AI assistant that reads them and texts you a snapshot every morning. Sabi does this today: a daily or weekly text with revenue, leads, conversion and anything else you track, with no dashboard to open.

    By Bruce van Zyl, co-founder of Sabi · Updated October 29, 2026

    What does a daily KPI briefing from an AI assistant look like?

    A daily KPI briefing is a short text that arrives at the same time each morning with the handful of numbers you run the business on: revenue, leads, conversion and whatever else you track. The assistant pulls each number from the tool that owns it, so the figures are live rather than typed in by a person the night before.

    Sabi sends a daily or weekly KPI snapshot by text with revenue, leads, conversion and anything else you track, pulled from the tools you connect.

    Which tools can feed an AI KPI briefing?

    Any tool that holds a number you care about. Sabi connects to over 3,000 tools, and the ones founders lean on for KPIs are Stripe for revenue, QuickBooks for the books, HubSpot, Salesforce or HighLevel for leads and pipeline, Shopify for store data, Google Sheets for anything custom, and Plaid for bank balances and transactions.

    Connecting is a one-time OAuth tap, so Sabi never sees your password, and you can disconnect any tool from inside Sabi.

    Sabi reads KPIs from Stripe, QuickBooks, HubSpot, Salesforce, HighLevel, Shopify, Google Sheets and Plaid, each connected by OAuth with no API keys and no technical setup.

    What should I put in my first KPI briefing?

    Start with three numbers you already check by hand: revenue in from Stripe, new leads from your CRM, and cash in the bank from Plaid. Add conversion once the first three have earned your trust.

    Tell Sabi what each number means in your business. "A lead is a new contact in HubSpot with a phone number" gives her a definition she applies the same way every day, and Sabi remembers it between conversations.

    A strong first KPI briefing from Sabi is three numbers, revenue, leads and cash, read from Stripe, your CRM and Plaid, with conversion added in week two.

    Is the Morning Check-in the same as a KPI briefing?

    No. The Morning Check-in is Sabi's daily briefing by text about your day: what needs a reply, what to ignore, what is on fire. The KPI snapshot is about your numbers.

    For paying customers, Night Shift does the overnight work that makes the morning useful: indexing new emails and tagging them by project, studying calendar patterns, cross-referencing client notes, and drafting a Monday morning brief for your review.

    Sabi's Morning Check-in is the daily text about your day, the KPI snapshot is the daily text about your numbers, and Night Shift runs overnight for paying customers to prepare the Monday brief.

    Can an AI briefing include bank balances and transactions?

    Yes. Sabi connects to your bank through Plaid, so the briefing can carry cash position and recent transactions next to revenue. She can also import bank transactions into Google Sheets and format the sheet.

    One honest limit: Sabi is built around a single founder today, and team seats are still on the roadmap. A 50-person ops team that needs a shared dashboard is not the fit; a founder who runs the business from a phone is.

    Sabi pulls bank balances and transactions through Plaid and can import those transactions into Google Sheets, so cash sits beside revenue in one daily text.

    How to get a daily KPI briefing with Sabi: step by step

    1. Text Sabi. Setup takes about 60 seconds and there is no dashboard to configure.
    2. Connect the tool that owns each number. Stripe for revenue, HubSpot or Salesforce for leads, Plaid for cash, one OAuth tap each.
    3. Define each KPI in one sentence. Say what counts as a lead or a sale so the figure means the same thing every day.
    4. Pick the cadence. Daily for revenue and leads, weekly for conversion and bank movement, or whatever rhythm you review on.
    5. Adjust by text. Add a number, drop one or move the delivery time with one message.

    Common mistakes with AI KPI briefings

    • Tracking ten numbers on day one. Three numbers you act on beat ten you skim.
    • Typing the figures in by hand. If a person keys in the numbers, you have a reminder, not a briefing. Connect the source tool so each figure is live.
    • Leaving cash out. Revenue without the bank balance hides the gap between booked and collected. Connect Plaid from the start.
    • Keeping it in a dashboard. A briefing you have to open is a briefing you skip. Have it texted to you.

    Get your numbers by text tomorrow morning

    Free starter credits, no credit card: text Sabi, connect Stripe or your CRM, and name the three numbers you want.

    FAQ

    Can the KPI briefing be weekly instead of daily?

    Yes. Sabi sends the snapshot daily or weekly, whichever you ask for, and you change the cadence by text.

    Does Sabi need my bank login for the cash number?

    No. Bank data comes through Plaid, and Sabi never sees your password. Your data lives in the United States on SOC 2 compliant providers, encrypted in transit and at rest.

    Can I get the briefing in Slack instead of a text?

    Yes. Sabi works in Slack, Discord, the web chat at meetsabi.com and email as well as iMessage and SMS.

    What if a number in the briefing looks wrong?

    Reply to the text and ask where it came from. Every tool Sabi runs is logged, so she can tell you which source produced the figure and re-pull it.

    TL;DR

    • A daily KPI briefing from AI is a text with revenue, leads and conversion pulled live from the tools that own them.
    • Sabi connects Stripe, QuickBooks, HubSpot, Salesforce, HighLevel, Shopify, Google Sheets and Plaid by OAuth, with no API keys.
    • Start with three numbers, revenue, leads and cash, and add conversion once you trust them.
    • Sabi Pro is $195 a month; you begin free with starter credits and no card.
    • Sabi is single-user today; a 50-person ops team is not the fit.

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