This is Season 13, Episode 9 of the ChatGPT Masterclass: AI Skills for Business Success.

In the last episode, we explored how to use AI for performance reviews and strategy-driven employee feedback. We discussed how AI can track individual and departmental performance in real time, generate automated reports, and provide actionable coaching.

Today, we’re focusing on how to use AI to adjust strategy in real time based on company performance.

Many businesses struggle because strategic decisions are based on old data. If you wait until a quarterly review to adjust your strategy, you’re already too late. AI allows you to track performance continuously and make data-driven decisions on the fly.

By the end of this episode, you’ll know how to get real-time business data into AI, set up AI-driven monitoring systems, automate recommendations, and make proactive strategy adjustments based on real-time insights.

Step 1: Getting Real-Time Data into AI – The Easiest Methods

Before AI can help you adjust strategy, it needs real-time business data. There are several ways to get this data into AI, depending on your setup. Let’s go over the easiest and most practical methods.

Option 1: Manually Export Data from Business Tools and Feed It into AI

If you’re just starting, the simplest way to get real-time insights is by manually exporting key reports from your CRM, sales platform, or marketing dashboard and pasting the data into AI.

For example:

• Export a CSV from your CRM with sales data.


• Copy the latest performance report from Google Analytics.


• Download your marketing campaign data from Facebook Ads or LinkedIn Ads.

Once you have this data, you can paste key figures into AI and ask for strategic insights:

"Analyze this sales report. Identify any major trends, unexpected drops, or opportunities for strategic adjustments."

This is the easiest way to start without setting up automation.

Option 2: Automate Data Flow with Zapier or Make (formerly Integromat)

If you want automatic updates without manual work, tools like Zapier or Make can send real-time business data directly to AI.

For example:

• Sync sales data from HubSpot or Salesforce into Google Sheets automatically.


• Pull marketing performance metrics from Facebook Ads every hour and update a report.


• Send customer service trends from Zendesk or Intercom into a tracking dashboard.

Once the data is collected, AI can analyze it without requiring you to copy-paste manually.

You can set up AI to automatically check the latest numbers: "Every Friday, summarize the last seven days of sales and marketing performance. Identify any deviations from strategy and suggest potential adjustments."

This method saves time and ensures that AI always works with the most recent data.

Option 3: Connect AI Directly Using an API

For advanced users, connecting AI directly via an API allows real-time insights with zero manual effort.

For example:

• Use OpenAI’s API to pull customer feedback and generate automated reports.


• Connect your AI to Stripe or PayPal to monitor revenue trends and cash flow in real time.


• Automatically analyze competitor activity using AI-driven web scraping.

If you work with a developer or no-code tools like Retool or Bubble, you can create a fully automated AI-powered business intelligence system.

This method is more advanced but allows instant strategic adjustments based on live business data.

Step 2: Set Up AI-Powered Strategy Monitoring

Once you’ve set up a way to get real-time business data into AI, the next step is to automate monitoring and detection of key trends.

Ask AI to monitor your key performance indicators (KPIs):

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