Graphio.ai

Manager's
Insight engine

No employee reviews. No surveys. Just deep, data-driven, actionable insights into performance, flight risk, potential, and engagement - powered entirely by API-enabled metadata without analyzing and storing private content, sentiment, or sensitive information.

Trusted by the best:

Can your company afford the cost of missed managerial guidance?

On average, 72% of employees lack critical proactive, personalized, and unbiased managerial guidance, leading to financial losses.

$3M
Turnover Costs
$2.5M
Lost Productivity
$1.8M
Manual Oversight

Here’s how Graphio.ai makes it work:

Graphio.ai uses AI to remove bias in talent management, providing real-time, data-driven insights for fair decisions in promotions, layoffs, and succession planning.

Step 1: APIs

Graphio.ai captures only “event-level” data—such as emails sent, calendar events, or lines of code—from different systems. Instead of looking at single actions, our model evaluates patterns from multiple apps , linking them to outcomes that impact employees, processes, and overall performance.

We prioritize privacy by never accessing message content, ensuring secure insights into performance and engagement.

Step 2: Compliance

You already monitor performance and delivery using CRM, HR, communication, coding, and task management tools. Graphio.ai takes this existing data and enhances it through advanced AI analysis, ensuring better insights without "big brother" surveillance.

Our platform offers compliance features and rules that you control, allowing for a more accurate and secure assessment aligned with your company’s specific legal and regulatory requirements.

Step 3: Security

We are SOC2 type II compliant and delete all data, leaving only conclusions and metadata.

Step 4: Reference

By highlighting top performers, our AI agents learn to identify talent that aligns with your corporate culture. This introduces a positive bias, ensuring the ideal candidate for your company is accurately identified.

Step 5: Dynamics

Individual events are insignificant, but crucial for accuracy when assessed together, based on historical changes and outcomes.

Step 6: Benchmarking

By comparing employees, AI agents identify patterns to predict future leaders, burnout, and role match.

Step 7: Scoring

Summarized data from previous steps, enhanced by AI agents, reveals potential, ROI, performance, engagement, influence, and flight risk.

Step 8: “What If” scenarios

These AI-driven insights offer suggestions on promotions, optimal role matches, reorganizations, and their consequences.

Step 9: AI-Driven, Personalized Coaching

Graphio.ai helps managers by automating personalized messages to recognize and support their teams, based on real-time data insights.

combines data from multiple systems for comprehensive insights
automatically generates personalized, timely messages.
saves leadership time while allowing customization of communication.
boosts employee engagement and reduces turnover.

Flexible Visibility Settings

Graphio.ai provides customizable access settings. Dashboards can be tailored to control how insights are shared across employees, leadership, managers, and HR. Below are two examples, but the platform offers numerous configurations to fit your organization’s unique needs.

“Rooting for Employee” mode

Employees have full access to their performance insights, allowing them to track progress, understand patterns, and take control of their growth. Leadership, managers, and HR, however, only see positive achievements, fostering a supportive and motivational culture.

“Full View” mode

Leadership, managers, and HR have full visibility into all workforce insights, including strengths, weaknesses, opportunities, and threats, enabling a comprehensive, data-driven approach to talent management and strategic planning.

“
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
“
The clarity offered by Graphio.ai helps organizations make informed choices that safeguard revenue and drive excellence.

Amol Gupta

FIS, People Leader
“
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’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

Security and Privacy

Graphio.ai is currently undergoing a SOC2 Type 2 audit to further reinforce our commitment to top-tier data privacy and security. We exclusively use event-level metadata, ensure all personal identifiers are encrypted, refrain from storing content data, and promptly delete sensitive data after processing.

Designed with flexibility in mind, Graphio.ai is available as a SaaS solution or as an on-premises deployment - either on our SOC2-compliant partner’s premises or directly on the client’s site. Our team brings extensive security expertise, having maintained SOC2 compliance for three consecutive years at our previous company.

Business Cases

Future Leaders

Identify employees who show clear leadership promise.
Turnover Warnings

Track employees at risk of leaving the company due to disengagement or dissatisfaction.
Collaborative Leaders

Identify individuals who exhibit leadership qualities through effective collaboration.
Rising Stars

Spotlight employees with strong potential through self-development and positive team impact.
Unrealized Potential

Highlight cases where skilled employees were laid off or overlooked, losing key talent.
Performance Slips

Monitor high performers starting to show drops in productivity, quality, or engagement.
Sales Stars

Spot successful sales contributors who excel at building relationships and closing deals.
Workload Imbalance

Detect employees facing heavy workloads or work-life imbalance to prevent burnout.
Data Security Concerns

Monitor employees whose activities may suggest potential security risks.

Sophia’s commitment to learning and development, combined with her impact on team performance and mentorship, positions her as an ideal candidate for promotion, demonstrating her readiness for a more senior role.
- source: HR system
  Mentorship Role
  Actively mentored 6 junior employees, contributing to their professional growth and fostering a positive team culture
- source: LMS
  Course Completion
  Completed 12 training programs over the past year, demonstrating dedication to continuous development
- source: HR system
  Promotion History
  Received 4 promotions over the last 3 years, reflecting recognition of her strong performance and leadership potential
- source: task management
  Task Completion Rate
  Consistently completed 92% of her tasks on time, significantly above the company average of 69%, indicating strong personal performance
Graphio.ai identified several red flags suggesting Maria may leave soon: decreased communication, lower meeting participation, more personal days, and declining productivity.
- source: Email
  Communication Patterns
  Email activity decreased by 30% over the past three months, indicating reduced engagement
- source: HR system
  Personal Days
  Took 10 personal days in the last quarter, up from 2 in the previous quarter, signaling potential dissatisfaction
- source: PM tools
  Project Participation
  Project Involvement dropped by 40%, reflecting disengagement from collaborative work
- source: calendar
  Meeting Participation
  Participation in team meetings dropped by 50%, suggesting lower interest in team activities
Alex’s influence in meetings, success in cross-departmental projects, and positive peer recognition highlight his leadership potential. Graphio.ai suggests grooming him for a future leadership role.
- source: communication tools
  Team Leaders Communication
  Maintained consistent communication with team leaders across the company, engaging 35% more frequently than the company average
- source: calendar
  Meeting Participation
  Participated in 25% more meetings than peers, demonstrating strong engagement in team coordination and decision-making
- source: communication tools
  Peer Communication Frequency
  Peer communication increased by 50% over the last three months, supporting effective team alignment
- source: task management tools
  Team Performance Improvement
  Since Alex joined the company, his team’s performance has improved by 15%, highlighting his positive impact on team outcomes
Anna’s commitment to improving her skills and increasing efficiency has significantly enhanced her individual performance and positively impacted her team. Her learning efforts have led to measurable gains in task speed, code quality, and collaboration.
- source: communication tools
  Peer Collaboration Rate
  Increased peer-to-peer interactions by 30%, fostering stronger team collaboration
- source: code management tools
  Code Review Participation
  Increased participation in code reviews by 40%, contributing to code quality improvements
- source: PM tools
  Task Completion Speed
  Increased task completion speed by 25%, contributing to faster project outcomes
- source: code management tools
  Merge Request Success Rate
  Improved merge request success rate by 20%, showing adherence to efficient, high-quality coding practices
Megan was laid off during a company restructuring, but her strong skills and influence could have been leveraged in another department, leading to an avoidable loss of talent.
- source: task management tools
  Task Completion Speed
  Completed tasks 25% faster than the company average, demonstrating superior efficiency in task execution
- source: LMS
  Course Completion
  Completed 8 professional development courses over the last year, highlighting dedication to continuous learning
- source: communication
  Peer Collaboration Rate
  Collaborated with peers 30% more frequently than the average employee, contributing significantly to team success
- source: HR system
  Promotion History
  Received 3 promotions in the last 5 years, indicating consistent recognition for strong performance and leadership potentia
John, once a high performer, is now showing warning signs: reduced meeting attendance, missed deadlines, slower task completion, delayed emails, and increased overtime. These suggest possible burnout or disengagement.
- source: PM tools
  Project Deadlines
  Started missing 40% of project deadlines, compared to the previous perfect record
- source: Email
  Email Response Time
  Average response time to emails has increased from 1 hour to 4 hours
- source: task management tools
  Task Completion Speed
  Tasks completion now takes 20% longer on average compared to previous results
- source: HR system
  Overtime Hours
  Increased from 5 hours per week to 15 hours per week, indicating possible overwork
Jessica's success in sales is largely driven by her effective communication, helping her foster excellent client relationships and leading to high deal closure rates, strong client retention, and a fast sales process.
- source: CRM
  Number of Deals Closed
  Closed 40 deals in the last quarter, 30% above the company average, showcasing ability to convert leads into successful sales
- source: CRM
  Deal Velocity
  Deals in Jessica’s pipeline move 21% faster than the company average, efficiently guiding prospects through the sales funnel
- source: CRM
  Renewal Rate
  Achieved a 92% renewal rate with existing clients, showing strength in maintaining great customer relationships and fostering long-term business
- source: Email
  Email Response Time
  Average response time to client emails is 2 hours, significantly faster than the company average of 5 hours, improving client satisfaction and engagement
The combination of increased work hours, higher overtime, more sick days, lower task completion rates, and late-night work communication suggests Alex may be struggling with work-life balance, potentially leading to burnout if not addressed.
- source: time tracking systems
  Work Hours
  Averaged 60 hours per week over the last three months, up from 45 hours, indicating an increase in workload
- source: HR system
  Health Indicators
  Took 5 sick days last month, a notable increase from his usual rate, possibly indicating stress-related health issues
- source: payroll apps
  Overtime
  Logged 20 hours of overtime each week, compared to 5 hours previously, suggesting work-life imbalance
- source: task manager tools
  Task Completion
  Task completion rate dropped by 20%, despite working more hours, reflecting a decline in productivity
Samantha’s recent communication patterns and login behavior suggest potential data leakage and unauthorized data transfers, highlighted by increased email communication with unknown contacts, larger-than-usual file attachments, and suspicious login activities.
- source: Email, CRM
  Unknown Contacts
  Has communicated with 200% more external emails not found in the company’s CRM
- source: IAM
  Login Attempts from Multiple IPs
  15 login attempts from unfamiliar IP addresses over the last two weeks, indicating potential credential compromise
- source: Email
  Large File Attachments
  Has sent 30 emails with large attachments, up from the previous monthly average of 5
- source: Email, IAM
  Unusual Work Hours Activity
  Email and login activity during unusual hours has increased by 95% in the last two weeks

Our Data Sources and Metrics

Diverse data sources drive accuracy and explainability. Graphio.ai supports dozens of API-enabled apps, with more continuously added. However, our clients can seamlessly integrate their own data sources and map them to our data structure without our involvement. For added flexibility, CSV file uploads are also available.

Key Metrics:

Potential
Performance
Flight Risk
Influence
Engagement
Rising Star

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 SOC2-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:

Can your company afford the cost of missed managerial guidance?

Here’s how Graphio.ai makes it work:

Step 1: APIs

Step 2: Compliance

Step 3: Security

Step 4: Reference

Step 5: Dynamics

Step 6: Benchmarking

Step 7: Scoring

Step 8: “What If” scenarios

Step 9: AI-Driven, Personalized Coaching

Flexible Visibility Settings

“Rooting for Employee” mode

“Full View” mode

Security and Privacy

Business Cases

Future Leaders

Turnover Warnings

Collaborative Leaders

Rising Stars

Unrealized Potential

Performance Slips

Sales Stars

Workload Imbalance

Data Security Concerns

Our Data Sources and Metrics

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?