Brainforge x UrbanStems: Forecast Project Proposal

Date: March 17, 2026 Source: Granola Meeting ID: 1f9ec868-d63b-4464-98e3-d59c09c7dc77 URL: https://notes.granola.ai/t/1f9ec868-d63b-4464-98e3-d59c09c7dc77

Participants:


UrbanStems Forecasting Project Discussion

  • Zack interested in custom-built forecasting solution over SaaS
    • Prefers agent orchestration approach using LangChain
    • Already experimented with N8N for reviews automation with good success
    • Believes multi-agent approach offers better control than out-of-box SaaS
  • Current SNOP process entirely manual via Google Sheets
    • Very little auditability when mistakes occur
    • Big cost implications from forecasting errors
    • Unique SOPs make custom solution more attractive
  • Robert’s experience at Ruggable (post-$100M revenue)
    • Required 2 full-time analysts for model maintenance
    • AI agents could eliminate need for daily manual oversight
    • Baseline 10% accuracy achievable, then AI handles drift monitoring
  • Brainforge capabilities alignment
    • Moved from N8N to Mastra (JavaScript) and similar frameworks
    • Experience with agent-based database querying and analysis
    • Open source approach with better observability than N8N

Cost Optimization Opportunities

  • Current BI tooling costs breakdown shared
    • Polyatomic: Major expense for NetSuite data extraction
    • Redshift: Paying for unused data storage
    • Looker: Opportunity to reduce licenses further
  • Potential 20% cost reduction achievable in 1-2 quarters
    • Polyatomic replacement with Hevo/Stitch connectors
    • DBT Cloud easily replaceable with open source version
    • Redshift optimization through data cleanup
  • Robert’s perspective: Growth focus more valuable than 20% BI cost cuts

Timeline and Next Steps

  • No new projects until post-Mother’s Day (end of May)
    • Currently focused on 30 distinct items, 10-12 reporting-based
    • Valentine’s Day lessons learned still being processed
  • Optimal project window: June-September (less busy demand period)
  • Marketing team shake-up expected July timeframe
    • New leadership changes will settle by August-September
    • Growth marketing opportunities may emerge then
  • Zack to lead internal process definition before engaging Brainforge
  • Uttam to follow up around June timeframe for SNOP project