How Ask Astro works
Connect your core data sources
The first step in having full awareness of your business is giving Ask Astro context. Whether it be adding previous documents, like board papers, strategy documents, contracts and marketing plans, anything will help tell a story of where you have come from. You can drag and drop these directly into the Data page, where Astro will turn those resources into facts about your business. And you can do that in a way that keeps your data secure.
The best data is real time, straight from the source, so that no context is lost. You can do that by simply connecting to any of our common integrations, giving permission for the data to be connected, and you are off! No technical help required! If there is a key data source you need and you don’t see it on our integrations page, just let us know and we will look into getting it in there for you.
Monitor key metrics easily
Running a small business means wearing many hats. The last thing you need is to waste hours figuring out how your business is doing.
Ask Astro makes tracking your business simple. Once you connect your data sources—like your accounting software or sales platform—everything important appears in one place.
Just pick what you want to keep an eye on—maybe it's monthly sales, new customers, or cash flow—click to add it to your dashboard, and you're done. What used to take hours now takes seconds.
When it's time for a team meeting or investor update, hit one button to create a professional report that explains your numbers in plain English. No more scrambling to put presentations together.
Emerging Matters
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Set up your watch-list on priority topics - Ask Astro can watch for specific changes and notify you when something needs our attention.
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Be notified when an issue or opportunity arises for your client, so you can proactively discuss and decide things together, right as they happen!
Research
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Run customer desktop research to keep you up to date on competitors, market movements, regulation or industry changes. Any topic, Ask Astro to keep an eye out, and update the report weekly or monthly!
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Look deeper at trend data for your clients, patterns over the data, and potential opportunities with more detailed analysis to support your discussions - all within the deep context of your clients situation
Playbooks
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Be guided through your ‘Jobs to be Done’ - Ask Astro to help you simply create a policy, or even your annual plan! Best of bread processes designed to help get things done, the right way without the time sink.
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Use your own frameworks and IP to create custom playbooks driven by AI for your clients to use when you are not there. Knowing they are supported and levelling up their business means a high value and unique offering for your advisory business.
Ask Astro wins when…
You want insight + action in one flow, not just data.
You’re advising clients or leading a business and need to stay ahead, not just report.
You care about strategic alignment, not just numbers.
You want AI that feels like a thinking partner, not just a fancy dashboard.
You prefer tools that integrate into your workflow rather than force you to adapt.
‘Ask Astro will help me reduce risk, wasted time and effort, and highlight potential opportunities so I can jump on them before my competitors - sign me up!’
Rupert Deans - CEO // Plattar
