Leveraging Data You Already Own

Most Integrators are sitting on a goldmine of data—hidden in CRMs, spreadsheets, and meeting notes. This post shows how to clean, connect, and activate it using AI tools and light automation, turning old info into real-time insights that power your EOS® execution.

Turn dusty CRM and ops fields into AI fuel — collection, cleaning, and quick-win models for Integrators.

You’re Doing Weekly Meetings with Monthly Visibility

Your L10® meetings are solid. The team checks in. Rocks are updated. Issues surface.

But when it’s time to make real-time decisions — you’re stuck digging through outdated spreadsheets, half-filled CRM records, and note files you forgot existed.

You don’t need more meetings. You need better data visibility. And the good news? You already have the data. You just haven’t activated it yet.

The Real Problem

Most Integrators are sitting on a goldmine of data… and don’t even realize it.

Buried in your CRM, Slack threads, Google Sheets, and meeting notes are insights that could fuel smarter decisions, save hours each week, and unlock real-time accountability. But right now? That data is scattered, stale, or simply ignored.

The Shift: From Info to Insight

You don’t need a new platform or a data scientist to extract value from your systems. You need a new lens — and a few AI-powered habits.

The win isn’t collecting more data. It’s activating what you already have.

Mini Case Study

One EOS client automated weekly CRM exports to Claude, and asked:

“Which open deals are dragging based on lack of activity?”

Within one week, the sales team re-engaged 3 at-risk opportunities and closed one—worth $47,000 in new revenue.

Total AI setup time: 180 minutes.

3 Steps to Turn Old Data into AI Fuel

1. Mine What’s Already There

L10® and IDS® notes
Deal stages, owners, close dates
Contact tags and engagement fields
Rock progress, People Analyzer scores

AI Move: Use CustomGPTs, Claude, or Excel Copilot to explore CSV exports and transcripts. Ask:

“What patterns or bottlenecks do you see across these fields?”
“What can I learn about accountability from Rock check-in data?”

Power Tip: Automate exports using n8n or Make.com and send them to your AI workspace on a schedule.

2. Clean and Clarify

Merge duplicates and inconsistencies
Standardize dropdowns (e.g., Q1 vs First Quarter)
Label fields clearly for AI + humans

AI Move: Use GPT-based agents to auto-clean text fields like job titles, industries, or pain points.

Power Tip: Set up recurring field-cleaning automations in Make or n8n. Free your future self.

3. Build Quick-Win Models

🚦 Deal Health Dashboards: Flag risk based on behavior
🤖 L10 Prep Bots: Summarize key issues + wins weekly
📊 Scorecard Generators: Turn CRM fields into predictive metrics

AI Move: Prompt on your CRM export:

“Highlight the top 5 accounts most likely to churn in the next 30 days and why.”

Next-Level Move: Send AI outputs directly to your Slack or L10 agenda using n8n or Make.

Real-World EOS® Use Cases

Data-Driven IDS: Surface recurring issues before meetings
Visionary Reporting: Auto-generate highlights + friction points
People Clarity: Identify coaching needs through task + note patterns

✅ Start Today

Want one quick win to kick this off?

Export your last 90 days of L10® and Rock check-in notes
Paste them into Claude or GPT-4
Ask:
“What patterns do you see in issues, blockers, or accountability gaps?”

💡 Final Thought

You're not missing data. You're missing leverage.

AI and automation tools like GPT-4, Claude, n8n, and Make let you mine what you already have — without adding more meetings or massive software subscriptions.

Start with the "Start Today" exercise above, then iterate. Small wins compound into systematic advantages. If you want help thinking through your specific data stack and building a more systematic approach, that's exactly what we built the Member Hub resources for.

📊 Your Complete AI Toolkit for EOS® Integrators

Already in the Member Hub: Everything you need to turn dusty data into AI-powered execution—no extra tools or team required.

✅ AI Readiness Checklist – Know exactly where to start
✅ AI Rocks Planning Template – Turn insights into 90-day priorities
✅ 3-Pillar Scorecard – Crawl, Jog, or Sprint based on your data strength
✅ AI ROI Calculator – Prove impact in hard numbers
✅ Imagine.Art Prompt Pack – Polish your dashboards and data visuals

Explore Member Resources Hub → You don’t need another pack. You need the right playbook—already waiting for you.

Next on Traction.AI

7/24 will be next AI Toolbox Thursday: Data & Dashboards in an EOS World: Scorecards (Ninety) vs BI Engines (Superset | Metabase | Looker)

Hit Subscribe so it lands before your coffee kicks in. ☕️🔧

AI Speed | EOS® Discipline
See you on the track. 🏁

Leveraging Data You Already Own

Turn dusty CRM and ops fields into AI fuel — collection, cleaning, and quick-win models for Integrators.