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B

Board deck prep

Pipeline analysis

Prepare the quarterly board deck with latest financials from our data warehouse and highlights from CRM pipeline

S

Business Analyst

I'll pull together the board deck now. Let me grab the financial data and pipeline highlights.

Queried data warehouse API

GET /api/financials/q4

GET /api/revenue/segments

Read 4 files

quarterly_report.xlsx

pipeline_summary.csv

Revenue is up 23% QoQ. Now pulling the CRM pipeline data.

Queried CRM pipeline

Generated 12-slide deck

Here's your quarterly board deck. I pulled financial data from the data warehouse, pipeline highlights from CRM, and generated a 12-slide presentation.

board_deck_q4.pptx 12 slides

Q4 Board Report

Quarterly Performance Review

Revenue by Segment

Pipeline Growth

+23%

QoQ Revenue Growth

Working... Complete

Reports

Querying financial data... Generating board deck...

2 of 4 tasks 4 of 4 tasks

What task would you like to complete? (use @ to add context)

Simtheory

Claude

Files in this session

quarterly_report.xlsx 2.4k

pipeline_summary.csv 1.8k

brand_guidelines.pdf 3.1k

board_deck_q4.pptx Streaming

Agent tasks

2

GOAL

Prepare Q4 board deck with financials and pipeline data

Pull Q4 revenue data

Get CRM pipeline

Generate slide deck

Format final output

Replay

Your employees are already using AI. You just can't see it.

Right now, your employees are using AI tools on personal accounts. They're uploading sensitive documents to ChatGPT, Claude, Gemini — whatever's newest, whatever's best.

You can't blame them. They want to work faster. They want the best tools available.

But you have no visibility. No governance. No control.

The answer isn't to lock AI down. It's to give them a better place to use it.

✓ SSO & enterprise identity

✓ Audit logs & tracking

✓ Data residency controls

✓ Deploy on your cloud

What you deployed

✗ Single-vendor AI pilot

✗ Limited to one model

✗ No access to internal systems

✗ Basic chat interface

What your employees actually want

✓ The best model for each task

✓ Access to their real data

✓ Tools that can take action

✓ A workspace they'll actually use

The hard truth

Your enterprise AI pilot failed. Here's why.

You tried to get ahead of this. You ran a pilot. It didn't stick. You're not alone — most enterprise AI pilots fail to scale. Here's what went wrong:

1

One model, one vendor

You bet on a single provider, then a better model launched and you couldn't switch. Now you're locked in and falling behind.

2

No access to real data

Your AI couldn't reach the systems where your knowledge actually lives — data warehouses, internal tools, document repositories. It was disconnected from reality.

3

Chat, not agent

You gave people a chatbot when they needed a coworker. Something that could take action, not just answer questions.

4

No path to ROI

It couldn't do real work. A novelty that wore off in weeks. Leadership asked "what's the return?" and you didn't have an answer.

Salesforce

Teams

Databricks

Gmail

Redshift

SharePoint

Excel

Outlook

Snowflake

Simtheory

BA

Business Analyst

Querying Snowflake for churn signals, scanning market reports and competitor filings...

BA

Business Analyst

Cross-referenced 3 data sources with 12 public filings. Found 4 at-risk accounts.

Retention playbook drafted

Exec team briefed via email

Salesforce flags updated

Delegate a task...

Your AI is locked out of your business

Your employees want to delegate real work to AI. But they can't — because AI doesn't have access to the systems where work actually happens.

Data warehouses. CRM. Internal tools. The context AI needs is locked behind integrations that don't exist yet.

Without access, AI can only chat. With access, AI can query live data, draft from real numbers, update records, and execute end-to-end.

That's the difference between answering questions and getting work done.

Your team doesn't know how to work with AI yet

The tools exist. Claude can code. GPT can analyse. Gemini can research. But your employees are still treating AI like a search box — asking questions instead of delegating outcomes.

This isn't a criticism. It's a skill gap. Most people have never worked alongside an autonomous agent. They don't know how to give context, set boundaries, or trust AI to execute.

The companies pulling ahead aren't just buying AI tools. They're teaching their people to manage AI like a capable junior employee — one that needs clear instructions, appropriate permissions, and regular review.

Chat Most teams are here

Discussion

Delegation

Automation The goal

What's our Q3 revenue?

S

Q3 revenue was $4.2M, up 18% from Q2.

You get an answer

Help me analyse Q3 revenue trends

S

Enterprise grew 34%, but SMB churned at 12%. Three patterns worth noting...

You think together

Prepare the Q3 board deck

S

On it. Pulling data now.

Queried data warehouse

You get the work done

Every Monday, send the weekly sales summary

S

Scheduled. Here's this week's:

Runs every Monday, 8 AM

Work happens without you

The model chaos problem

The model you chose six months ago is already outdated

The best model today won't be the best model tomorrow. New models launch monthly. Different models excel at different tasks — reasoning, coding, creativity, speed. Locking into one vendor was a safe bet when AI was new. Now it's a strategic liability. You need a layer that lets you switch models without retraining your team, rebuilding your assistants, or renegotiating your contracts.

The solution

From conversation to delegation

Simtheory isn't another chatbot. It's a secure workspace where your team learns to work with AI, builds assistants that understand your business, and delegates real work — with full enterprise controls.

One platform. Every model. Your data. Your rules.

Analyze quarterly revenue trends

Draft a client proposal

Summarize 50-page research paper

Opus

GPT

Gemini

Kimi

Best for deep analysis

Best for creative writing

Best for long context

Think with any model

Switch models mid-conversation. Pick the best one for each task. No lock-in.

5 sources connected

What's driving customer churn?

SharePoint + Outlook + Databricks Churn correlates with onboarding gaps in enterprise segment...

Connect your data

Secure connections to your data warehouses, internal systems, and SaaS tools. AI gets the full picture.

Business Analyst Connected to your data

3 knowledge sources

2 skills enabled

4 enterprise MCPs

Can you draft the monthly board report?

Business Analyst

Let me do that for you now

Q4 Board Report 1 / 4 2 / 4 3 / 4 4 / 4

Q4 Board Report

Monthly Performance Summary

Revenue by Quarter

Q1

Q2

Q3

Q4

Growth Trend

+24%

Revenue Growth YoY

ARR $4.2M NPS 72

Build shared assistants

Create AI assistants with custom instructions and knowledge. Share them across your team.

Working... Complete 0 of 4 tasks 1 of 4 tasks 2 of 4 tasks 3 of 4 tasks 4 of 4 tasks

Draft Q4 report email

Update CRM records

Schedule team standup

Send follow-up to client

Delegate real work

Not just answers — outcomes. Agents that research, draft, analyse, and execute.

Simlink

Turn any computer into

a secure AI worker

Your employees want what open-source AI agents offer — file access, local context, autonomous execution. Simlink brings those capabilities inside your security perimeter. The power of agentic AI. Governed and auditable.

✓ Connect any model to local files and folders

✓ Set granular permissions and boundaries

✓ Full audit trail of every action AI takes

✓ AI navigates systems like a human would

Connected to Simtheory

"

The Simtheory team delivered what universities typically dream of but rarely get: a cutting-edge AI platform that actually understands academic needs. They navigated our data privacy requirements and treated our success as their personal mission. In an industry crawling with vendors, Simtheory stands out as a true partner who delivers on their promises.

Aaron Driver
Academic Director - Lab Next 70, University of New England

Connected to your tools

AI that actually does things

Simtheory connects to the tools your team already uses — so AI can take action where work happens.

Ready to give your team a better way to work with AI?

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