YOUR DATA IS PROTECTED

SOC 2 Type II Compliant
ISO 27001 Pending
HIPAA Compliant (Type I)

REVENUE SLIPS THROUGH THE GAPS WITHIN AND BETWEEN TEAMS. DO YOU KNOW WHERE, WHEN, AND WHY?

Graphio learns your company’s ideal team-level and cross-team execution patterns, transforms them into live Standard Operating Procedures (SOPs), and tracks real work against them to detect drift and misalignment before they affect results and revenue.

Trusted by the best:

89% of companies lose revenue due to execution drift
info

Execution doesn't collapse all at once – it slips quietly. Graphio shows you what is broken and how to fix that.

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

Graphio auto-generates SOPs info from your company’s team-level and cross-team execution. Leaders confirm what’s right. Graphio tracks what’s wrong.

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

Connect your apps and Graphio 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

No integrations. No developers. Four simple steps and you’re up and running

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Graphio auto-generates SOPs. info
Built from actual ideal team-level and cross-team behavior 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 monitors where teams drift, flagging risks before they hit performance.
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Graphio 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 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 Revenue Management Cases
conversion_path Operations Cases
mountain_flag Customer Success Cases
business_center Financial Cases 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 Sales Forecast Mismatch
loyalty Pricing Discount Too High
domain_verification_off No Pre-Sales Validation

No Follow‑Up After Demo

Inbound Leads Ignored

Expansion Play Dropped

Campaign Launch Without Sales Alignment

High‑Value Deal, No Multi‑Threading

Sales Forecast Mismatch

Pricing Discount Too High

No Pre-Sales Validation

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

touchpad_mouse_off No Handoff After Release
sentiment_satisfied Customer Success – Product: Silent Client Escalation
hardware CSM Not Responding to Escalation
phone_missed Deal Review Meeting Missed
offline_pin_off Onboarding Not Completed in Time
production_quantity_limits CRM Hygiene Drop
usb_off No Renewal Outreach
full_coverage Account Coverage Gaps

No Handoff After Release

Customer Success – Product: Silent Client Escalation

CSM Not Responding to Escalation

Deal Review Meeting Missed

Onboarding Not Completed in Time

CRM Hygiene Drop

No Renewal Outreach

Account Coverage Gaps

Details for Financial Cases are coming soon.

Retrospective View

When something fails, Graphio 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
As an option, you can upload: OKRs, SLAs, policies, playbooks, and even existing SOPs

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

View detailed data source list

Security & Setup

lock
SOC 2 Type 2 Compliant
check_circle
HIPAA Compliant (Type I)
visibility_off
No content is analyzed - only metadata
timer
30-minute setup – log into your data sources, and you're ready to go
deselect
Setting up the platform and data uploading takes up to several days. No integration required

“
TruBridge is committed to measurable outcomes for hospitals and providers. Partnership with Graphio.ai brings execution transparency, keeping strategies aligned and results delivered faster.

Amaris McComas

TruBridge, Chief People Officer
“
Data-driven insights from Graphio empower teams to fix inefficiencies early and protect vital revenue streams.

Tristan Thompson

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

Dinesh Damodharan

Mastercard, SVP of Engineering
“
Graphio amplifies data transparency, ensuring managers catch and resolve bottlenecks early.

James S. Goldfinger

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

Alex Chudnovsky

SAP SE, Former Global VP
“
Graphio 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 offers an innovative platform that delivers personalized, predictive insights to preempt behavioral and process inefficiencies.

Jeff Ruby

Deel, Director of Sales
“
Graphio 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 illuminates operational inefficiencies that hamper revenue.

Mohamed Siraj

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

Ali Khan

Experian Consumer Services,
SVP, Chief Data Officer
“
Graphio 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 aggregates vital metrics in one place.

Steven Segall

Timex Group,
Head of Strategy, Corp Dev and Transformation
“
Graphio gives us an intelligent, non-intrusive way to ensure our playbooks are being followed across geographies and roles - helping us sustain delivery excellence and increase operational leverage.

Drew Naukam

Gorilla Logic, CEO
“
Their innovative approach to transforming metadata into actionable intelligence perfectly complements our mission to help enterprises build meaningful customer connections across both digital and physical channels. This partnership strengthens our ability to deliver improved operational performance to our global clientele.

Anisha Shastri

Intense Technologies, Executive Director
“
Our partnership with Graphio exemplifies our commitment to pioneering AI deployment across our organization. By harnessing metadata-driven analytics in our M&A processes, we're uncovering insights that traditional methods miss, giving us a decisive competitive edge. This isn't just about optimization - it's about reimagining what's possible when AI is executed with vision and precision. We're not just adapting to the future; we're actively creating it.

Nichole Moser

Trilogy, VP of Operations
“
Evaluating individual and team performance has always been subjective - until NOW. For the first time, leaders can access all key data points that measure productivity and performance. Leadership has long needed a smarter, scalable solution. With this technology, we’re making operational excellence and employee alignment measurable and manageable for organizations of any size.

Debbie McGrath

HR.com, Chief Instigator and CEO

You Built the Plan
Graphio Structures It And Tells You If It's Working

Frequently Asked Questions

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

Getting Started
About Graphio
Integration & Onboarding
Analytics & SOP Tracking
Data Access & Privacy

How do I get started with Graphio?

Getting started with Graphio 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 before committing to a full deployment?

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

Yes, Graphio 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?

Graphio 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?

Graphio helps GTM and operating leaders adopt or auto-generate Standard Operating Procedures (SOPs) and track real-world execution to uncover deviations, handoff gaps, and misalignment before revenue is lost.
Why Graphio focuses on execution, not just analytics?

Traditional BI tools show what happened after the fact. Graphio shows where teams are drifting from SOPs right now , why it’s happening, and how to fix it before it affects performance or revenue.
Who is Graphio for?

For GTM and revenue leaders — from CROs to heads of sales and customer success — focused on preventing execution gaps that slow growth or impact revenue.
How does Graphio support revenue growth and protection?

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

If a key account escalation occurs but the SOP step “schedule follow-up within 24h” is skipped in the CRM, Graphio flags it as a churn risk — before the client shows signs of leaving.

What is the onboarding process like for new users?

Connect your tools, upload existing SOPs or let Graphio generate them from current workflows — and you’ll be operational in under 1 hour.
Can Graphio integrate with our existing tools?

Yes. Graphio connects via secure APIs to Jira, Salesforce, GitHub/GitLab, Zendesk, ServiceNow, Slack, Asana, Monday.com, Trello, and 50+ other platforms — capturing over 700 event types without reading message content.
Do I need to set up SOPs manually?

No. You can upload your existing SOPs or let Graphio auto-generate them from real execution data. Once generated, every step of the SOP can be customized so the procedure fully matches your team’s goals and strategy.
Can Graphio create SOPs if we don’t have any?

Yes. Graphio can auto-generate SOPs based on your team’s real execution data. Once generated, every step can be customized so the procedure fully matches your team’s goals and strategy.
How long does it take to implement Graphio in my organization?

Graphio 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’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 different from other employee evaluation tools?

Graphio 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 offers a deep dive into employee and team dynamics, including communication, productivity, potential, and more.
What data does Graphio 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 generate SOPs from actual execution?

Graphio analyzes metadata from your team’s daily activities across tools, identifies patterns, and builds SOPs that reflect real processes.
How does Graphio detect execution issues?

Graphio 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.
How does Graphio know what “good execution” looks like?

Graphio’s models are trained on hundreds of SOPs, playbooks, SLAs, and compliance rules across industries, roles, and company sizes. This means the system already “knows” how processes should work in different contexts — and can highlight where your team’s execution drifts from these standards.
Can Graphio track execution against our own SOPs?

Yes. You can upload your existing SOPs into Graphio , and the platform will automatically track execution against them — detecting skipped steps, delays, and misalignments in real time.
Does Graphio track compliance automatically?

Yes. Graphio continuously compares real execution to your SOPs, detecting skipped steps, delayed actions, missed handoffs, and other deviations — and flags them before they affect performance or revenue.
What types of problems does Graphio help prevent?

Stalled deals, missed handoffs between sales and customer success, SOP compliance gaps, delayed customer onboarding, and operational bottlenecks that slow revenue.
How frequently is the data in Graphio updated?

Continuously — so you can act on the most current execution data.
Can employees access their own performance data in Graphio?

Yes, the Employee View can be enabled in Graphio’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 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.

How does Graphio protect privacy?

We are SOC 2 Type II compliant and use strong encryption. Graphio only processes metadata, not content, ensuring full compliance with privacy standards.
What is metadata, and how does Graphio use it?

Metadata provides information about the attributes or structure of data without revealing its content. In the case of Graphio, 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?

Upon termination of services, all user data is securely deleted from our servers, ensuring compliance with data protection laws and your organization’s policies.
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 SOP compliance trends and early risk patterns across revenue teams.
- Managers may see team-level execution data and deviations from SOPs to support alignment and delivery.
- Operations and enablement teams may focus on handoff gaps, missed steps, and process bottlenecks without viewing unrelated team data.
You can start with limited visibility (e.g., team-level only) and expand access over time as 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 auto-generates SOPs info Standard Operating Procedures from your company’s team-level and cross-team execution. Leaders confirm what’s right. Graphio tracks what’s wrong.

Connect your apps and Graphio will track events and actions:

No content from your apps is analyzed. SOC 2 Type 2 compliant. Live in a matter of days. No integration required!

No integrations. No developers. Four simple steps and you’re up and running

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

Sales Forecast Mismatch

Pricing Discount Too High

No Pre-Sales Validation

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

No Handoff After Release

Customer Success – Product: Silent Client Escalation

CSM Not Responding to Escalation

Deal Review Meeting Missed

Onboarding Not Completed in Time

CRM Hygiene Drop

No Renewal Outreach

Account Coverage Gaps

Retrospective View

Data Sources

Security & Setup

You Built the Plan Graphio Structures It And Tells You If It's Working

Frequently Asked Questions

How do I get started with Graphio?

Can I try Graphio before committing to a full deployment?

Is Graphio suitable for organizations of all sizes?

What are the costs associated with using Graphio?

What is Graphio?

Why Graphio focuses on execution, not just analytics?

Who is Graphio for?

How does Graphio support revenue growth and protection?

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

What is the onboarding process like for new users?

Can Graphio integrate with our existing tools?

Do I need to set up SOPs manually?

Can Graphio create SOPs if we don’t have any?

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

What kind of training or support is provided during onboarding?

What makes Graphio different from other employee evaluation tools?

What data does Graphio use?

How does Graphio generate SOPs from actual execution?

How does Graphio detect execution issues?

How does Graphio know what “good execution” looks like?

Can Graphio track execution against our own SOPs?

Does Graphio track compliance automatically?

What types of problems does Graphio help prevent?

How frequently is the data in Graphio updated?

Can employees access their own performance data in Graphio?

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

How does Graphio protect privacy?

What is metadata, and how does Graphio use it?

What happens to my data if I stop using Graphio?

Can we adjust visibility for different roles or departments?

Graphio auto-generates SOPs info from your company’s team-level and cross-team execution. Leaders confirm what’s right. Graphio tracks what’s wrong.

No content from your apps is analyzed.
SOC 2 Type 2 compliant.
Live in a matter of days.
No integration required!

You Built the Plan
Graphio Structures It And Tells You If It's Working