Is your team following the SOPs? Now you’ll know

Graphio.ai helps GTM and operating leaders adopt or auto-generate SOPs and track real-world execution to uncover deviations, handoff gaps, and misalignment before revenue is lost

Trusted by the best:

89% of GTM leaders lose revenue due to SOP deviations
info

Execution doesn't collapse all at once – it slips quietly. Graphio.ai shows you where and why.

30%
of ARR is lost due to misaligned GTM execution
85%
of GTM teams don’t follow SOPs
25%
of pipeline is lost from poor GTM handoffs

Graphio.ai compares your SOPs to how work actually gets done

Graphio.ai is focused on highlighting gaps, breakdowns, and misalignment early.

Upload plans and processes you want your teams to follow:

bookmark_star
Playbooks and SOPs
mountain_flag
Policies and OKRs

Connect your apps and Graphio.ai will track events and actions:

calendar_today
Calendar signals (meetings, no-shows, declines)
task_alt
Execution Tracking
-

Jira

Asana

Trello

Monday
group
CRM activity
-

Salesforce

HubSpot

Pipedrive
communication
Internal collaboration
-

Slack

Microsoft Teams

Zoom
menu_book
SOP Management
-

Notion

Confluence

Trainual
help
Tickets and activities
-

Zendesk

ServiceNow
campaign
Marketing & Sales Automation
-

HubSpot

Marketo
attach_money
Revenue & Budget Enforcement
-

Anaplan

Coupa
trending_up
Forecasting & Accountability
-

Gong

Clari

BoostUp

Don’t Have SOPs Across Your Teams?
Graphio.ai Will Create Them Automatically

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Graphio.ai auto-generates SOPs.
Built from actual team behavior across all apps used and best practices across industries and roles.
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Leaders refine the plan.
Ops and team leads can adjust auto-generated SOPs to match goals and strategy.
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Track execution vs. plan in real time.
Graphio.ai monitors where teams drift, flagging risks before they hit performance.
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Graphio.ai guides teams back on track.
Actionable nudges are sent through Slack or Teams to help employees course-correct fast.

Dozens Of Cases We Can Track

Graphio.ai highlights where day-to-day execution drifts from the plan – across teams, tools, and roles. All tracked without reading content. Only patterns, signals, and behavioral data.

request_quote For CRO
conversion_path For COO
diversity_4 For CHRO
business_center For CFO SOON

mobile_off No Follow‑Up After Demo
frame_person_off Inbound Leads Ignored
flight_land Expansion Play Dropped
offline_pin_off Campaign Launch Without Sales Alignment
heap_snapshot_multiple High‑Value Deal, No Multi‑Threading
personal_bag_off Marketing Content Not Used
usb_off No Renewal Outreach
loyalty Pricing Discount Too High
full_coverage Account Coverage Gaps
domain_verification_off Deal Desk Approval Missing

No Follow‑Up After Demo

Inbound Leads Ignored

Expansion Play Dropped

Campaign Launch Without Sales Alignment

High‑Value Deal, No Multi‑Threading

Marketing Content Not Used

No Renewal Outreach

Pricing Discount Too High

Account Coverage Gaps

Deal Desk Approval Missing

interactive_space Ticket Volume Increased After Product Release but CS is not reacting
sell AI SDR Sending Offers with Wrong Pricing
front_hand Legal – Procurement: Approval Backlog
mail_lock Suspicious communication and access patterns
group_off Weekly Team Sync Disappears
phone_disabled Broken Handoff After Deal Close
medical_information Approval Steps Skipped
network_ping Engineering > QA Handoff Missed
markunread_mailbox Engineering Misprioritization
floor Escalation Overload

Ticket Volume Increased After Product Release but CS is not reacting

AI SDR Sending Offers with Wrong Pricing

Legal – Procurement: Approval Backlog

Suspicious communication and access patterns

Weekly Team Sync Disappears

Broken Handoff After Deal Close

Approval Steps Skipped

Engineering > QA Handoff Missed

Engineering Misprioritization

Escalation Overload

power_settings_circle Top Performer Disengagement Detected
person_add New Hire Check-ins Missing
receipt High Flight Risk Employee Assigned Crucial Account
contactless_off Missed Conflict Signals
avg_time Alex Displays Work-Life Imbalance
bomb HR – Engineering: Silent Burnout Warning
text_compare Cross-Team Friction Lowers Departmental Performance
elevation Olivia Repeats Growth Patterns of Senior Leaders
emergency_heat High performer shows declining engagement
flag Anna’s Upskilling Boosts Team Performance

Top Performer Disengagement Detected

New Hire Check-ins Missing

High Flight Risk Employee Assigned Crucial Account

Missed Conflict Signals

Alex Displays Work-Life Imbalance

HR – Engineering: Silent Burnout Warning

Cross-Team Friction Lowers Departmental Performance

Olivia Repeats Growth Patterns of Senior Leaders

High performer shows declining engagement

Anna’s Upskilling Boosts Team Performance

Details for For CFO are coming soon.

Retrospective View

When something fails, Graphio.ai shows:

stairs_2
What steps were skipped
person
Who went silent when it mattered
network_node
Where dependencies collapsed

Like a flight recorder for execution – built to learn, not to blame.

Data Sources

We gather only API-enabled, secure, privacy-first metadata:

dashboard
From your tools: calendars, tasks, CRM, tickets, and collaboration
edit
From your plan: OKRs, onboarding, SOPs, playbooks

No content. No sensitive data. Always anonymized and auto-deleted.

View detailed data source list arrow_forward

Security & Setup

lock
SOC 2 Type 2 Certified
visibility_off
No content is analyzed - only metadata
timer
30-minute setup – upload your SOPs and Playbooks (optional), log into your data sources, and you're ready to go
deselect
No integration needed – we only use API-enabled data sources and your SOPs and Playbooks files

“
Data-driven insights from Graphio.ai empower teams to fix inefficiencies early and protect vital revenue streams.

Tristan Thompson

Central Bank, Chief CBS&P Officer
“
Graphio.ai turns disjointed data into meaningful steps that enhance revenue potential and efficiency.

Dinesh Damodharan

Mastercard, SVP of Engineering
“
Graphio.ai’s proactive insights inspire well-timed actions that maintain steady revenue growth.

Olivia vonNieda

McKesson Compile,
VP and General Manager
“
Graphio.ai amplifies data transparency, ensuring managers catch and resolve bottlenecks early.

James S. Goldfinger

Customertimes Corp,
CCO and Partner
“
Graphio.ai empowers teams to focus on innovation by eliminating unproductive processes and reducing churn.

Alex Chudnovsky

SAP SE, Former Global VP
“
Graphio.ai simplifies the complexity of workforce data, providing actionable insights that drive success while safeguarding privacy and trust.

Garry Capers

Deluxe, Chief Operations Officer
“
Graphio.ai’s innovative approach to workforce analytics and tailored coaching is a game-changer.

Abhijit Chaudhary

Pagaya, Chief Product Officer
“
Graphio.ai offers an innovative platform that delivers personalized, predictive insights to preempt behavioral and process inefficiencies.

Jeff Ruby

Deel, Director of Sales
“
Graphio.ai is redefining leadership by turning workplace data into meaningful insights, empowering managers to inspire growth, retain talent, and build exceptional teams—all while keeping privacy at the core. Thrilled to be part of this journey.

Sue Sampson Laws

Vencora, Group COO
“
Witness accelerated performance as Graphio.ai illuminates operational inefficiencies that hamper revenue.

Mohamed Siraj

Seacoast Bank, Head of Products
“
Graphio.ai amplifies data transparency, ensuring managers catch and resolve bottlenecks early.

Ali Khan

Experian Consumer Services,
SVP, Chief Data Officer
“
Graphio.ai facilitates robust growth by drawing attention to patterns that undermine business objectives.

Joseph Shankey

Medidata, Head of Customer Success
“
Identifying and addressing hidden pitfalls is effortless when Graphio.ai aggregates vital metrics in one place.

Steven Segall

Timex Group,
Head of Strategy, Corp Dev and Transformation

You Built the Plan. Graphio.ai Tells You If It's Working.

Frequently Asked Questions

Find quick answers to the most common questions about how Graphio.ai works, its features, and data security.

Getting Started
About Graphio.ai
Integration & Onboarding
Analytics & Scoring
Data Access & Privacy

How do I get started with Graphio.ai?

Getting started with Graphio.ai is simple. Fill out a short sign-up form to reach out to our sales team, and we’ll guide you through a demo, discuss integration options, and have you up and running in no time.
Can I try Graphio.ai before committing to a full deployment?

Yes, Graphio.ai offers pilot programs to allow organizations to test the platform’s functionality and see its impact on employee performance before committing fully.
Is Graphio.ai suitable for organizations of all sizes?

Yes, Graphio.ai is designed to support organizations of all sizes, from small businesses to large enterprises. The platform scales easily to meet the unique needs of each organization.
What are the costs associated with using Graphio.ai?

Graphio.ai offers a tiered pricing model based on the number of users, integration complexity, and features used. For detailed pricing information, please contact our sales team.

What is Graphio.ai?

Graphio.ai is an early warning system for operations leaders. It tracks how work actually happens across teams and tools, flags execution risks and misalignments early, and helps organizations act before revenue or performance slips.
How is Graphio.ai different from traditional analytics or BI tools?

Graphio.ai focuses on real execution vs. expectations. Instead of dashboards or lagging reports, it shows where teams drift from playbooks or policies and why - with no manual input or content access required.
Who is Graphio.ai for?

Graphio.ai is designed for COOs, heads of operations, and cross-functional leaders responsible for execution, performance, and risk management across teams.
How does Graphio.ai support revenue growth and protection?

By revealing execution gaps that block sales, slow onboarding, or stall delivery - Graphio.ai gives leaders the insights to fix these issues before they impact revenue targets.
What is an example of an early warning Graphio.ai might surface?

For example, if a customer escalates an issue but no follow-up meeting is scheduled by the CRM, Graphio.ai flags this pattern as a churn risk - long before the client actually leaves.

What is the onboarding process like for new users?

Onboarding with Graphio.ai is straightforward. Integration with existing tools is seamless, and the platform is typically operational within 1 hour. Users can upload existing playbooks or allow the system to generate them based on current workflows.
Can Graphio.ai integrate with our existing HR and productivity tools?

Yes. Graphio.ai connects via secure APIs to Jira, Salesforce, GitHub/GitLab, Zendesk, ServiceNow, Slack, Asana, Monday.com, Trello and 30 + other systems - capturing over 700 event types without accessing message content.
Do I need to set up playbooks manually?

No. Graphio.ai can ingest your existing SOPs or auto-generate live playbooks from real behavior, which you can then adjust into your desired standard.
How long does it take to implement Graphio.ai in my organization?

Graphio.ai is designed for quick implementation. Most organizations can complete the initial setup within just an hour, though the background data loading may take up to a few hours, depending on the volumes.
What kind of training or support is provided during onboarding?

Graphio.ai’s onboarding process is designed for a quick and smooth start, with step-by-step guidance built into the platform. Our support team is always available to help you with any questions along the way.

What makes Graphio.ai different from other employee evaluation tools?

Graphio.ai stands out for its focus on metadata-based analytics, its comprehensive scoring system, and its ability to provide objective, data-driven insights without compromising privacy. Unlike the tools that simply aggregate HR data, Graphio.ai offers a deep dive into employee and team dynamics, including communication, productivity, potential, and more.
What data does Graphio.ai use?

We combine metadata from tools like Jira, Salesforce, Slack, and others (over 700 event types). We never access message content or documents - only event-level data such as logins, task updates, and meeting frequency.
How does Graphio.ai generate playbooks from actual execution?

Graphio.ai analyzes metadata from your team's daily activities across various platforms to identify patterns and workflows. It then auto-generates playbooks that reflect these real-world processes, ensuring that documented procedures align with actual execution.
How does Graphio.ai detect execution issues?

Graphio.ai compares expected workflows and real behavior. It flags issues like missed handoffs, skipped processes, delays, or overburdened reps - before they show up in reports or impact KPIs.
What types of problems does Graphio.ai help prevent?

Examples include stalled projects, high-value deals going cold, missed task handoffs, compliance failures, and employee disengagement. Graphio.ai highlights these issues before they snowball into revenue impact.
Does Graphio.ai score employees?

Yes - but not in the way traditional HR tools do.

Graphio.ai provides a smart, contextual view of how individuals contribute to actual execution - not just task completion, but how their actions align with processes, support handoffs, and impact outcomes. We don’t assign static performance ratings or evaluate people in isolation.

Instead, scoring is embedded in operational context: it reflects how well roles are executed relative to playbooks, how consistent behaviors are, and where early risks might emerge. This helps operational leaders focus on what’s working, where support is needed, and how execution drives performance - without reducing people to a number.

Optional modules can also surface early flight-risk or burnout patterns - enabled only when they fit your culture and compliance requirements.
How frequently is the data in Graphio.ai updated?

Graphio.ai updates daily, continuously pulling event-level metadata from connected platforms to ensure up-to-date analytics and scoring.
How is Graphio’s scoring different from traditional people analytics or HR tools?
Most HR tools score employees based on subjective reviews, raw activity counts (emails sent, hours logged), or engagement surveys.
Graphio.ai scores execution by asking:
- Is the work aligned with the expected process?
- Were key steps skipped or delayed?
- Did this person’s actions help or block the outcome?
This approach reveals high-leverage contributors, hidden risks, and root causes of breakdowns - helping COOs and Ops leaders make smarter decisions.
Can employees access their own performance data in Graphio.ai?

Yes, the Employee View can be enabled in Graphio.ai’s configuration settings, allowing employees to access their personal performance insights. This view displays all metrics and trends while completely anonymizing data from other employees.
How is access to performance data configured for employers and managers?
Graphio.ai offers configurable access levels based on your company’s settings:
- Employer View: Provides insights and analytics for all employees, with options to display either only positive metrics and trends or all metrics and trends.
- Manager View: Offers insights and analytics for direct and indirect reports only, with options to display either only positive metrics and trends or all metrics and trends.
You can assign these roles to individual employees as needed, customizing access to align with your organization’s requirements.
Can I control which employees are included in the scoring process?

Yes, Graphio.ai allows you to easily exclude specific employees, such as C-level executives, from scoring, ensuring their performance metrics are not part of the scoring system or visible to others. You can manage this setting directly in the platform’s configuration options.

How does Graphio.ai protect employee privacy?

Graphio.ai is SOC 2 Type II compliant and uses robust data protection and encryption technologies, focusing solely on event data, not content-level information. This approach ensures comprehensive insights and analytics while respecting data privacy.
What is metadata, and how does Graphio.ai use it?

Metadata provides information about the attributes or structure of data without revealing its content. In the case of Graphio.ai, metadata might include timestamps, sender/receiver information, task status changes, or data about interactions and activities (such as how often an employee uses a particular tool), but it doesn’t include the actual content of emails, messages, or documents, project or task descriptions, code commit details or other sensitive data.
What happens to my data if I stop using Graphio.ai?

Upon termination of services, all user data is securely deleted from our servers, ensuring compliance with data protection laws and your organization’s policies.
What if we don’t want to score individual employees?

That’s completely up to you. With Graphio.ai, scoring is optional and fully configurable. Some companies choose to view only team-level or role-level execution signals, while others unlock per-person insights for targeted coaching or performance visibility. You decide whether to activate individual scoring - and who can access it.

Graphio.ai supports a wide range of compliance and culture preferences, from privacy-first setups to high-transparency environments.
Can we adjust visibility for different roles or departments?
Yes. Visibility settings can be customized by role, team, or leadership level. For example:
- Executives may see high-level team trends and risk patterns.
- Managers may get per-person signals to support alignment and delivery.
- HR may view engagement or flight risk only - without performance scores.
You can even start with limited visibility (e.g. team-level only) and expand access over time as your teams get familiar with the platform.

Graphio.ai auto-generates playbooks across roles from actual execution, tracks where teams drift from the plan, and flags issues before they hit revenue.

Trusted by the best:

Graphio.ai compares your SOPs to how work actually gets done

Upload plans and processes you want your teams to follow:

Connect your apps and Graphio.ai will track events and actions:

No content from your apps is analyzed. No integrations required. Live in under 30 minutes.

Don’t Have SOPs Across Your Teams? Graphio.ai Will Create Them Automatically

Dozens Of Cases We Can Track

No Follow‑Up After Demo

Inbound Leads Ignored

Expansion Play Dropped

Campaign Launch Without Sales Alignment

High‑Value Deal, No Multi‑Threading

Marketing Content Not Used

No Renewal Outreach

Pricing Discount Too High

Account Coverage Gaps

Deal Desk Approval Missing

Ticket Volume Increased After Product Release but CS is not reacting

AI SDR Sending Offers with Wrong Pricing

Legal – Procurement: Approval Backlog

Suspicious communication and access patterns

Weekly Team Sync Disappears

Broken Handoff After Deal Close

Approval Steps Skipped

Engineering > QA Handoff Missed

Engineering Misprioritization

Escalation Overload

Top Performer Disengagement Detected

New Hire Check-ins Missing

High Flight Risk Employee Assigned Crucial Account

Missed Conflict Signals

Alex Displays Work-Life Imbalance

HR – Engineering: Silent Burnout Warning

Cross-Team Friction Lowers Departmental Performance

Olivia Repeats Growth Patterns of Senior Leaders

High performer shows declining engagement

Anna’s Upskilling Boosts Team Performance

Retrospective View

Data Sources

Security & Setup

You Built the Plan. Graphio.ai Tells You If It's Working.

Frequently Asked Questions

How do I get started with Graphio.ai?

Can I try Graphio.ai before committing to a full deployment?

Is Graphio.ai suitable for organizations of all sizes?

What are the costs associated with using Graphio.ai?

What is Graphio.ai?

How is Graphio.ai different from traditional analytics or BI tools?

Who is Graphio.ai for?

How does Graphio.ai support revenue growth and protection?

What is an example of an early warning Graphio.ai might surface?

What is the onboarding process like for new users?

Can Graphio.ai integrate with our existing HR and productivity tools?

Do I need to set up playbooks manually?

How long does it take to implement Graphio.ai in my organization?

What kind of training or support is provided during onboarding?

What makes Graphio.ai different from other employee evaluation tools?

What data does Graphio.ai use?

How does Graphio.ai generate playbooks from actual execution?

How does Graphio.ai detect execution issues?

What types of problems does Graphio.ai help prevent?

Does Graphio.ai score employees?

How frequently is the data in Graphio.ai updated?

How is Graphio’s scoring different from traditional people analytics or HR tools?

Can employees access their own performance data in Graphio.ai?

How is access to performance data configured for employers and managers?

Can I control which employees are included in the scoring process?

How does Graphio.ai protect employee privacy?

What is metadata, and how does Graphio.ai use it?

What happens to my data if I stop using Graphio.ai?

What if we don’t want to score individual employees?

Can we adjust visibility for different roles or departments?

No content from your apps is analyzed.
No integrations required.
Live in under 30 minutes.

Don’t Have SOPs Across Your Teams?
Graphio.ai Will Create Them Automatically