1. User asks for a quick reference or decision framework related to SaaS finance metrics.
2. Agent identifies the user's need and extracts relevant keywords (e.g., metric name, decision type).
3. Agent retrieves relevant metrics, formulas, benchmarks, and decision frameworks from its knowledge base.
4. Agent presents the information to the user in a concise and easy-to-understand format.
5. Agent identifies potential red flags based on the user's input and suggests further investigation if necessary.
6. Agent recommends a course of action based on the evaluation and the user's goals.
SynapticSkills