Connect spreadsheets, CRM, and finance data in minutesTrends, KPIs, forecasts & specialized analyticsCompetitor, customer & sentiment intelligenceBuild dashboards without a BI teamReports and board decks from your analysesAgentic AI for plain-English Q&A when you want itStart free — no credit card required

Tasks you'll perform

8 min

Whatever your role, working in Intelligence Navigator revolves around five tasks. You will spend different amounts of time in each depending on what you are trying to achieve.

Illustration of the five-task journey: connect, analyze, visualize and present, automate and monitor, align and manage

Connect

Bring your data in: spreadsheets, CRM systems, databases, documents, and customer conversations. Vision AI captures what lives on paper; connectors handle the rest. Good inputs are the foundation of trusted insight.

Analyze

Ask questions and let the platform find what matters: KPI movements, trends, forecasts, sentiment, anomalies. Agentic AI explains findings in plain language and surfaces insights you did not think to ask for.

Visualize and present

Build dashboards that tell a compelling story, package findings into reports, and let Presentation AI turn analysis into slides. Well-chosen visuals guide the reader to the point quickly.

Automate and monitor

Put your analysis on autopilot: schedule it, chain workflows, and let Sentinel watch your metrics around the clock so you hear about problems before they compound.

Align and manage

Connect insight to execution with OKRs and scorecards, share dashboards and reports with the right audience, and use roles and permissions to keep data secure while everyone stays informed.

The tasks form a loop rather than a line: what you learn in analysis changes what you monitor, what you monitor changes your goals, and your goals change what you analyze next. The workspace keeps that loop in one place.