SKILL GROUP · 2 SKILLS

Skills for Data & BI

AI for data and BI means AI clones that answer business questions from your systems in plain English. A clone queries Odoo for open orders, billing by customer, P&L comparisons and reorder needs without changing any data, and analyzes your Airtable leads table into HTML tables, text or graphs. KPI reporting analysts and AP/AR coordinators use these skills.

  1. Answer questions from Odoo

    Ask about open orders, billing by customer, P&L comparisons or reorder needs. Your clone reads Odoo and answers without changing a record.

  2. Analyze your lead data

    It answers analytics questions about your Airtable leads table. Results come back as an HTML table, a short write-up or a graph.

  3. Feed recurring KPI reports

    It pulls the same numbers on a schedule for KPI and collections reporting. Analysts get consistent figures without rebuilding the query each week.

Data & BI skills

Each one is a capability a clone uses in its role. Ask for it in plain words. Open a skill to see it at work.

Clones that work in data & BI

Skills belong to roles. These clones run data & BI skills as part of their job.

Skills for Data & BI: questions

What can AI do for data and BI?

An AI clone gives people answers without making them learn a report builder. Ask Odoo Insights about open orders, billing by customer, P&L comparisons or reorder needs and it reads your Odoo data to answer. Ask Lead Metrics about your Airtable leads and it returns a table, text or a graph. Both skills are built for questions, not edits.

Can the clone change my data while answering?

Odoo Insights is read-only by design: it answers questions without changing anything. Lead Metrics analyzes your Airtable leads table for reporting. On top of that, every clone is default-deny with object-level permissions you set, and every action appears in the execution log.

Who uses AI for reporting?

The AI KPI Reporting Analyst uses these skills to answer leadership questions and keep recurring reports consistent. The AI AP/AR and Collections Coordinator uses Odoo Insights to check billing by customer and open balances before follow-ups go out. Both get the same answer every time they ask the same question.

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Updated October 2026