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

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:

  • computools logo
  • trilogy logo
  • altrata logo
  • Aquila logo
  • hr.com logo
  • atom logo
  • techstack logo
  • intento logo
  • in10s logo
  • plugandplay logo
  • computools logo
  • trilogy logo
  • altrata logo
  • Aquila logo
  • hr.com logo
  • atom logo
  • techstack logo
  • intento logo
  • in10s logo
  • plugandplay logo

89% of GTM leaders lose revenue due to SOP deviations

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.

Graphio.ai

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 service photo
    Jira
    asana service photo
    Asana
    Trello service photo
    Trello
    Monday service photo
    Monday
  • group
    CRM activity
    -
    Salesforce service photo
    Salesforce
    Hubspot service photo
    HubSpot
    Pipedrive service photo
    Pipedrive
  • communication
    Internal collaboration
    -
    Slack service photo
    Slack
    Microsoft teams service photo
    Microsoft Teams
    Zoom service photo
    Zoom
  • menu_book
    SOP Management
    -
    Notion service photo
    Notion
    Confluence service photo
    Confluence
    Trainual service photo
    Trainual
  • help
    Tickets and activities
    -
    Zendesk service photo
    Zendesk
    ServiceNow service photo
    ServiceNow
  • campaign
    Marketing & Sales Automation
    -
    HubSpot service photo
    HubSpot
    Marketo service photo
    Marketo
  • attach_money
    Revenue & Budget Enforcement
    -
    Anaplan service photo
    Anaplan
    Coupa service photo
    Coupa
  • trending_up
    Forecasting & Accountability
    -
    Gong service photo
    Gong
    Clari service photo
    Clari
    BoostUp service photo
    BoostUp

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

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

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.

mobile_off No Follow‑Up After Demo
No Follow‑Up After Demo
frame_person_off Inbound Leads Ignored
Inbound Leads Ignored
flight_land Expansion Play Dropped
Expansion Play Dropped
offline_pin_off Campaign Launch Without Sales Alignment
Campaign Launch Without Sales Alignment
heap_snapshot_multiple High‑Value Deal, No Multi‑Threading
High‑Value Deal, No Multi‑Threading
personal_bag_off Marketing Content Not Used
Marketing Content Not Used
usb_off No Renewal Outreach
No Renewal Outreach
loyalty Pricing Discount Too High
Pricing Discount Too High
full_coverage Account Coverage Gaps
Account Coverage Gaps
domain_verification_off Deal Desk Approval Missing
Deal Desk Approval Missing
/
interactive_space Ticket Volume Increased After Product Release but CS is not reacting
Ticket Volume Increased After Product Release but CS is not reacting
sell AI SDR Sending Offers with Wrong Pricing
AI SDR Sending Offers with Wrong Pricing
front_hand Legal – Procurement: Approval Backlog
Legal – Procurement: Approval Backlog
mail_lock Suspicious communication and access patterns
Suspicious communication and access patterns
group_off Weekly Team Sync Disappears
Weekly Team Sync Disappears
phone_disabled Broken Handoff After Deal Close
Broken Handoff After Deal Close
medical_information Approval Steps Skipped
Approval Steps Skipped
network_ping Engineering > QA Handoff Missed
Engineering > QA Handoff Missed
markunread_mailbox Engineering Misprioritization
Engineering Misprioritization
floor Escalation Overload
Escalation Overload
/
power_settings_circle Top Performer Disengagement Detected
Top Performer Disengagement Detected
person_add New Hire Check-ins Missing
New Hire Check-ins Missing
receipt High Flight Risk Employee Assigned Crucial Account
High Flight Risk Employee Assigned Crucial Account
contactless_off Missed Conflict Signals
Missed Conflict Signals
avg_time Alex Displays Work-Life Imbalance
Alex Displays Work-Life Imbalance
bomb HR – Engineering: Silent Burnout Warning
HR – Engineering: Silent Burnout Warning
text_compare Cross-Team Friction Lowers Departmental Performance
Cross-Team Friction Lowers Departmental Performance
elevation Olivia Repeats Growth Patterns of Senior Leaders
Olivia Repeats Growth Patterns of Senior Leaders
emergency_heat High performer shows declining engagement
High performer shows declining engagement
flag Anna’s Upskilling Boosts Team Performance
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.

Graphio.ai Retrospective View
Graphio.ai data sources

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

    Tristan Thompson photo

    Tristan Thompson

    Central Bank, Chief CBS&P Officer

  • Graphio.ai turns disjointed data into meaningful steps that enhance revenue potential and efficiency.

    Dinesh Damodharan photo

    Dinesh Damodharan

    Mastercard, SVP of Engineering

  • Graphio.ai’s proactive insights inspire well-timed actions that maintain steady revenue growth.

    Olivia vonNieda photo

    Olivia vonNieda

    McKesson Compile,
    VP and General Manager

  • Graphio.ai amplifies data transparency, ensuring managers catch and resolve bottlenecks early.

    James S. Goldfinger photo

    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 photo

    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 photo

    Garry Capers

    Deluxe, Chief Operations Officer

  • Graphio.ai’s innovative approach to workforce analytics and tailored coaching is a game-changer.

    Abhijit Chaudhary photo

    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 photo

    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 photo

    Sue Sampson Laws

    Vencora, Group COO

  • Witness accelerated performance as Graphio.ai illuminates operational inefficiencies that hamper revenue.

    Mohamed Siraj photo

    Mohamed Siraj

    Seacoast Bank, Head of Products

  • Graphio.ai amplifies data transparency, ensuring managers catch and resolve bottlenecks early.

    Ali Khan photo

    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 photo

    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 photo

    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.