How to set up automated reporting

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Brakkevoort Logistics · How to set up automated reporting

Bas Vermeulen asked how to schedule queries to run daily for automated reports. Olivia Grant confirmed no native scheduling exists and recommended Snowflake scheduled queries as interim solution.

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As at Fri 9 Oct 2026

Bas Vermeulen asked how to schedule queries to run daily for automated reports. Olivia Grant confirmed no native scheduling exists and recommended Snowflake scheduled queries as interim solution.

Problem: Bas needs daily automated reports for team leads but the brain lacks native query scheduling. Handling: BG-Demo explained the feature gap and directed customer to Snowflake as workaround. This indicates a capability gap that may limit adoption for operations-focused teams who need recurring reports.

AI · claude-haiku-4-5-20251001 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

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First response (min)202

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Public reply · Bas Vermeulen 16 Jan 2026 14:09
Is there a way to set up automated reports in the brain? We'd like to schedule them to run daily.
created · Bas Vermeulen 16 Jan 2026 17:41
I'm trying to get automated reports running for our shipper accounts so our team leads see fresh metrics each morning. Is there a way to schedule queries to run daily in the brain, or what would the best approach be?
Public reply · Olivia Grant 16 Jan 2026 21:03
Hi Bas, thanks for reaching out. Automated scheduling isn't built into the brain yet, but you can export results or use external scheduling tools to trigger queries on a regular basis. I'd recommend checking whether your Snowflake instance has scheduled query support as an interim solution. I'll also pass this as a feature request to our product team.
Status change · Olivia Grant 28 Jan 2026 11:48
Status change · 1 Feb 2026 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

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Help & Support

B-Glass 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 site 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 B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Glass connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI 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.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Glass is the tool that reads its data.

Who to contact

Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.

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