Connect Your Data Sources and Build Your Scorecard Follow
Purpose
AutyFi.ai helps you connect your data sources and build scorecards easily. It allows users to gather data from multiple sources and present it cohesively. Creating detailed scorecards enables users to monitor performance and metrics effectively. This facilitates better decision-making and provides clear insights into various aspects of their operations.

Features and Capabilities
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Data Integration:
- AutyFi.ai allows you to connect to various data sources, such as Jira, Google Sheets, and QuickBooks Online. This means you can bring together data from different platforms into one place.
- The connection process is straightforward, involving simple steps to authenticate and authorize access to your data sources. This makes it easy to start using your data without extensive technical knowledge.
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Scorecard Creation:
- With AutyFi.ai, you can create customized scorecards that display the metrics and data points most important to you. This helps you monitor your business performance effectively.
- You can choose from various templates or design your layout. This flexibility ensures that your scorecards meet your specific needs and preferences.
- The process involves selecting the data points, arranging them visually, and applying any necessary filters or calculations to get the required insights.
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User-Friendly Interface:
- AutyFi.ai is designed to be easy to use, even for non-tech-savvy users. The interface is clean and intuitive, with clear navigation and helpful prompts to guide you through each step.
- The dashboard provides a clear overview of your data sources and scorecards, making it easy to manage and update them as needed.
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Real-Time Updates:
- Your data and scorecards are automatically updated in real-time, so you always have the most current information at your fingertips.
- Automatic syncing ensures that any changes in your data sources are reflected in your scorecards without manual intervention. This saves time and reduces the risk of errors.
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Usage Guidelines
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Connecting Data Sources:
- Navigate to the Connections section in the AutyFi.ai dashboard.
- Select the data source you wish to connect from the list provided.
- Follow the on-screen instructions to authenticate and connect your data source. This typically involves entering API keys or logging in with your credentials.
- Ensure you have the necessary permissions and access rights for the data sources you are connecting.
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Building Scorecards:
- Go to the Scorecards section in your AutyFi.ai account.
- Click on 'Add New' to start creating a new scorecard.
- Select the metrics and data points you want to include. These could be financial figures, performance indicators, project statuses, etc.
- Customize the scorecard layout by dragging and dropping elements, adjusting sizes, and applying colors or themes to match your preferences.
- Save your scorecard once you are satisfied with the design and content.
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Real-Time Updates:
- To enable real-time updates, ensure your data sources are configured to sync automatically.
- Regularly review your scorecards to confirm the data is up-to-date and accurate.
- If you notice any discrepancies, check your data source connections and sync settings to resolve any issues.
Troubleshooting and Support
If you encounter any problems while using AutyFi.ai, here are some common solutions:
- Data Connection Problems: Double-check your authentication credentials (e.g., API keys, log in details) and data source settings. Make sure you have the necessary permissions to access the data.
- Scorecard Errors: Verify that the data points and metrics selected are correct and relevant. Check for any filters or calculations that might be affecting the displayed results.
- Real-Time Sync Issues: Ensure your data sources are configured to sync automatically. Check your internet connection and try refreshing the page or re-syncing manually if needed.
For further assistance, visit the AutyFi.ai support center or contact the support team directly. They can help you resolve any issues and make the most out of the platform.
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