Everything your
team needs.

Clevik gives everyone on your team an AI-powered operations brain. Ask questions, get briefings, catch exceptions, and stay ahead of problems.

Ask Anything

Questions in plain English. Answers in seconds.

Ask questions about your business the way you'd ask a colleague. Clevik queries your actual data and responds with answers, tables, and charts.

  • •"How many orders shipped this week?"
  • •"What's our revenue by region this quarter?"
  • •"Why did margin drop last month?"
  • •"Which customers haven't ordered in 30 days?"

When something looks off, Clevik investigates. It doesn't just show you the number. It tells you what's behind it.

Chat interface
TeamsMicrosoft Teams
Chat
ClevikClevikToday 7:00 AM
Operations AnalystOperations Analyst

Good morning, Michael. Here's your daily operations briefing:

Today's Revenue: $127,450

vs. Target: Monthly target is $2.1M. You're at 68% ($1.43M) with 11 days remaining — on pace.

Attention required:

  • •ACME Corp order #4521 is 3 days past expected ship — warehouse flagged a parts shortage.
  • •Widget Pro (SKU-2847) down to 12 units. Reorder point is 25.

Bottom line: Solid day ahead. Address the ACME delay before their 2pm call, and approve the Widget Pro PO sitting in your queue.

Morning Briefings

Start every day knowing what matters.

Every employee gets a personalized brief before they start work. Role-specific. Prioritized. Delivered to Teams, Slack, or email.

For the COO

Operational exceptions, late shipments, inventory alerts

For Sales

Customer activity changes, AR aging, order patterns

For the Warehouse

Fulfillment priorities, stockout risks, receiving schedule

The daily habit that makes people feel blind without it.

Exception Intelligence

Catch problems before customers do.

Not dumb threshold alerts. When something unusual happens, Clevik investigates and tells you the full story.

Example alert

Revenue dropped 18% vs. same week last year

Root cause: 2 customers drove 80% of the decline. Both have overdue shipments from Vendor X.

Recommendation: Follow up with Vendor X on PO #4521 and #4523.

The difference between a fire drill and a non-event is 48 hours of visibility.

Exception intelligence
Watchboard dashboard

Watchboards

Your metrics, always visible.

Persistent visual views of your key metrics. Drag-and-drop widgets, date filtering, conditional formatting.

  • •KPIs, charts, and tables in one view
  • •Build views in minutes, not days
  • •Connected to the AI brain, so the data feeds into everything else
  • •Share views across your team

Not just a dashboard. A dashboard that understands what it's showing you.

Meeting Prep

Walk into every meeting prepared.

Walking into a customer call? Ask Clevik for a rundown. In seconds, you've got their order history, AR, margin trends, and notes.

Try asking:

"Give me a rundown on Acme Corp"

$127K

Last 90 days

$28K

Open AR

12

Orders

Note: They mentioned evaluating a second vendor last call

Meeting preparation

Works Where You Work

No new app to learn.

Clevik delivers intelligence where your team already works. Teams, Slack, email, or the web app. Your choice.

Microsoft Teams

Chat with Clevik directly in Teams. Get briefings in channels. Receive alerts as DMs.

Slack

Same capabilities, different platform. Clevik meets your team where they already work.

Email

Morning briefings in your inbox. Exception alerts when something needs attention.

Web App

Watchboards, chat, and admin controls. The full Clevik experience.

See it in action.

Book a demo and we'll show you how Clevik works with your data.