Automate Report Distribution and Data Refresh at Scale.
Power BI visualizes your data. Kognitos automates everything around it, scheduled refreshes, anomaly detection, and report distribution to the right people at the right time.
Describe It in English.
It Runs Deterministically.
Overview
Trigger Power BI dataset refreshes on a business-driven schedule, validate data quality post-refresh, detect metric anomalies, and distribute formatted reports to stakeholders via email and Teams.
Execution Steps
Trigger Data Refresh
- Initiate a Power BI dataset refresh based on upstream data pipeline completion
- Monitor refresh status and retry with backoff if the source system is temporarily unavailable
Validate and Detect Anomalies
- Run data quality checks on refreshed datasets (row counts, null rates, range validation)
- Compare key metrics against rolling averages and flag deviations beyond two standard deviations
Distribute Reports
- Export the Power BI report as PDF and email to the executive distribution list
- Post an anomaly summary to the analytics Teams channel if any metrics were flagged
Enterprise
Use Cases
Executive Dashboard Distribution
Automatically refresh Power BI dashboards and deliver formatted PDF snapshots to executives on their preferred schedule.
Metric Anomaly Alerts
Detect unusual spikes or drops in KPIs after each data refresh and alert the analytics team with context before anyone asks.
Data Pipeline Orchestration
Trigger Power BI refreshes only after upstream ETL jobs complete successfully, no more stale dashboards from failed loads.
Frequently asked
questions.
Kognitos is a leading US-based artificial intelligence platform designed to transform how businesses operate by automating repetitive tasks and enhancing efficiency. Our AI automation platform allows users to automate complex business processes simply by communicating their goals in plain English. Leveraging advanced technologies like a proprietary LLM-based interpreter, Intelligent Document Processing (IDP), Optical Character Recognition (OCR), and Natural Language Processing (NLP), Kognitos enhances productivity, speed, and accuracy. Unlike traditional automation solutions that require complex coding, Kognitos offers unparalleled adaptability and scalability, empowering businesses to streamline workflows and eliminate manual tasks without extensive technical knowledge.
Process automation refers to the use of technology to automate repetitive, manual tasks within a business or organization. The goal is to streamline and optimize workflows, increase efficiency, reduce errors, and save time and resources. This can be achieved through the implementation of various technologies, such as RPA, Workflow Automation, Machine Learning and Artificial Intelligence.
Security is a core principle of Kognitos' architecture, built on state-of-the-art cloud services with strong security foundations. Critical business processes run on the Kognitos platform, and we prioritize the security of both the processes and their data. Kognitos employs serverless, cloud-based services with the principle of least privilege access. For example, a service without a need to access a database does not have access to it. Kognitos has achieved the SOC 2 Type II certification for our best-in-class security controls and compliance with the AICPA's Trust Services Criteria. Learn more
Related
Integrations
Power BI automation questions.
What can I automate between Kognitos and Power BI?
Read, transform, and write data with deterministic policy, exception routing in plain English, and full audit trail. Common patterns include data hygiene, bidirectional sync, periodic reconciliations, and exception handling that escalates to a human in Slack or Teams. Kognitos reads from Power BI, applies the policy you wrote in plain English, and writes back deterministically with a full audit trail, no probabilistic LLM action.
How does Kognitos connect to Power BI?
Through Power BI's official API using scoped credentials (OAuth or API key, depending on which Power BI supports). Kognitos stores credentials in a managed secret store with rotation; permissions are limited to what your automation actually needs.
What events in Power BI can trigger a Kognitos automation?
Common triggers include an inbound webhook, a record change, a scheduled job, or a Human-in-the-Loop handoff from another Kognitos automation. Kognitos supports both event-driven (webhook) and scheduled execution, and you can mix both inside a single automation.
Can business users build Kognitos + Power BI automations without code?
Yes. The Kognitos Builder Agent walks you through the process in conversation; you describe what you want in English (e.g., "every weeknight, reconcile Power BI records against the warehouse and email me anything that doesn't match") and Kognitos generates and runs the automation. No drag-and-drop, no Python, and no third-party iPaaS.
Is Power BI data safe with Kognitos?
Yes. Kognitos is SOC 2 Type II, HIPAA-attested, ISO 27001-certified, and GDPR-aligned. Power BI data is processed inside the customer tenant, encrypted in transit and at rest, never used to train upstream models, and every decision is captured in an immutable English-language audit log.
How do I get started with the Kognitos + Power BI integration?
Book a 30-minute demo. We'll help you connect Power BI, pick a real bottleneck from your team's backlog, and ship a working automation written in plain English in the first session, no procurement runway required.