Automation with AI for Power BI

Take your data to the next level with automation and Artificial Intelligence workflows that eliminate manual tasks, reduce errors, and keep your Power BI dashboards always up to date. We connect your data sources, apply intelligent cleaning, and incorporate AI to automatically generate metrics, validations, and alerts.

Our team designs custom automation systems with Power BI, Make, n8n, and APIs, so you can make quick decisions based on reliable, centralized, and always up-to-date information.

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Automate, analyze, and decide better

We design advanced automation flows with Make, n8n, and Artificial Intelligence that connect your systems with Power BI and eliminate the manual burden of data updating. This way, your dashboards are always synchronized with the information sources you use on a daily basis.

We work with companies that already use Power BI and want to optimize their data environment, as well as organizations that want to implement an automated analysis system from scratch. Through integrations with APIs, CRMs, ERPs, e-commerce, and databases, we create processes that:

· Automatically collect and structure data from your systems.

· Validate and clean the information before updating Power BI.

· Execute calculations, metrics, and analysis with Artificial Intelligence.

· Generate reports and alerts automatically without manual intervention.

We design advanced automation flows with Make, n8n, and Artificial Intelligence that connect your systems with Power BI and eliminate the manual burden of data updating. This way, your dashboards are always synchronized with the information sources you use on a daily basis.

We work with companies that already use Power BI and want to optimize their data environment, as well as organizations that want to implement an automated analysis system from scratch. We generate integrations with APIs, CRMs, ERPs, e-commerce, and databases.

Key Benefits of Automating Power BI

Automatic Update

Forget manual updates. The flows in Make or n8n keep your datasets and dashboards synchronized with your data sources, without interruptions. Every change in your systems is automatically reflected in Power BI.

Total Integration

We connect Power BI with your systems: ERP, CRM, online stores, or forms. Everything is linked through secure and personalized APIs, guaranteeing a continuous flow of information without depending on exports or intermediate files.

Time saving

Automating means eliminating repetitive tasks, minimizing human errors, and freeing up resources. Data is processed, validated, and loaded automatically, ensuring that reports always reflect the reality of your business. This way, we reduce errors and save execution time.

Artificial Intelligence

We integrate AI models that interpret, summarize, or generate metrics based on your data. From automatic validation to anomaly detection or generation of calculated KPIs, everything happens autonomously before reaching Power BI.

Real Use Cases

Connection of eCommerce with Power BI

We automate the extraction of orders, customers, and stock from WooCommerce or Shopify, transforming the data and automatically updating the sales dashboard in Power BI

Integration with CRMs and ERPs

We connect Power BI with tools like HubSpot, Holded, Odoo, or Pipedrive to consolidate sales, leads, billing, or incidents in the same dashboard updated in real time.

Data validation

Before updating a dataset, the automation reviews duplicates, empty fields, or formatting errors. Only valid data reaches the report, guaranteeing total precision.

Predictive Artificial Intelligence

We use AI models to analyze historical data and generate automatic projections, trends, and executive summaries that you can consult from Power BI or receive by email.

Intelligent document reading

AI extracts information from invoices, budgets, or work reports in PDF, structures it, and stores it in SQL or Excel, integrating it later into Power BI without manual intervention.

Automatic reports and alerts

Periodically, the system generates and sends a summary in PDF or email with the main KPIs. It can also warn when a metric exceeds or falls below a certain threshold.

Our Working Process

1

Consulting-Initial Meeting

We start with a meeting to understand your systems, data sources, and business objectives. We evaluate your current flows and detect automation opportunities.

2

We Define the Automation

We create a clear proposal of how your system will work: what tasks will be automated, with what tools, and how they will connect with Power BI. We also define the data validations, control points, and update frequency.

3

Implementation and Connections

We develop the flows in Make or n8n, integrating your data sources, APIs, SQL databases, or ERPs. We configure the connection with Power BI and automate the loading, cleaning, and updating of the data. The entire process is documented and tested in real time to guarantee smooth operation.

4

Review and Adjustments

We test the complete system and verify that the dashboards are updated correctly. We adjust execution times, review calculations, formats, and connection between services until we guarantee that the automation is precise, secure, and stable.

5

Delivery, Training, and Support

We deliver the fully operational automation along with a training session so you know how it works. In addition, we offer technical support and optional maintenance to resolve incidents, make improvements, or expand automation with new data sources in the future.

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Frequently asked questions about Automation with AI for Power BI

Do we need to have Power BI Premium to automate?

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Not necessarily. Most automations work with Power BI Pro, as long as the update frequency and data volume fall within the normal limits of the service.

We recommend Power BI Premium only in specific cases:

  • · You handle large volumes of data or multiple concurrent datasets.
  • · You need frequent updates throughout the day.
  • · You require high dedicated capacity, advanced governance, or complex loads.

We analyze your case to determine the necessary license without oversizing costs.

What can we connect with Power BI using Make or n8n?

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We can integrate practically any tool that exposes data through:

  • · Standardized REST APIs.
  • · SQL Databases: SQL Server, MySQL, PostgreSQL…
  • · ERPs such as Odoo, Holded, or SAP.
  • · CRMs such as HubSpot or Pipedrive.
  • · E-commerce: WooCommerce, Shopify…
  • · Excel, CSV or Google Sheets.

The goal is for all your systems to feed a single centralized data model in Power BI without manual tasks.

What is the difference between an automatic update and a complete integration?

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An automatic update refreshes the data already existing in Power BI without manual intervention.

A complete integration includes:

  • · Simultaneous connection of multiple systems.
  • · Transformation and intelligent validation of data.
  • · Personalized business rules.
  • · Error management, retries, and internal notifications.

This allows for a stable, scalable analytical environment prepared to grow over time.

Can we use artificial intelligence in these flows?

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Yes. We integrate Artificial Intelligence models in the Make or n8n flows to automate advanced analysis before sending the data to Power BI.

AI can:

  • · Clean and validate information.
  • · Detect anomalies or deviations from KPIs.
  • · Summarize large volumes of data.
  • · Generate additional metrics and classifications.

Everything happens automatically so you receive data ready to decide.

Can we automate reports and personalized alerts?

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Yes. We can generate automatic reports and intelligent alerts sent by email, Teams, or Slack.

  • · Periodic sending of reports in PDF or HTML.
  • · Alerts based on KPIs or personalized limits.
  • · Notifications of incidents or relevant changes.

This way you don't have to constantly check Power BI: the system alerts you when something important happens.

Can we integrate custom scripts?

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Yes. If you work with Python, SQL, R, or JavaScript, we can integrate them directly into the automated flow.

  • · Advanced calculations or own models.
  • · Connections with non-standard APIs.
  • · Pre-processing prior to loading into Power BI.

The scripts are executed automatically and in a controlled manner in each cycle.