Branch network review: which branches the area needs

What it does

Every month: each of your branches, the people within 2 km, the banks and ATMs around it, people per bank, a need score by xMap AI, the least needed first, a review note, approved, emailed and mapped.

In one sentence: Monthly on the 1st at 08:00, take your table, count who lives around, count the banks and ATMs within 1 km of each, work out new fields, score and rank them with xMap AI, sort them by need_score, write a report with xMap AI, wait for approval, then email the list to you, add row in Google Sheets and show them on a map.

Why it is useful

Branch decisions are usually made on old numbers. This flow puts people, nearby banks and a need score next to every branch each month, ready for the committee.

Who it is for

Banks, lenders & insurance. Banks, lenders, insurers and payment companies finding merchants, checking risk and planning branches. Every use case for banking & lending

Best use cases

• A retail bank's network team
• A microfinance institution
• A post office network

What each run gives you

• A review to approve
• A data sheet
• A map

The time it saves

Monthly on the 1st at 08:00. Doing the same work by hand takes about 360 minutes each time; it runs about 1 time a month, so it saves about 6 hours a month (an estimate). It is advanced: 12 blocks.

The flow, block by block

1. On the 1st of every monthTrigger · ScheduleStarts the flow on a timetable.
2. My branchesYour data · My dataBrings in a table you uploaded or a list you saved on the My data page: your stores, customers, target accounts or sites.
3. Who lives aroundxMap data · DemographicsWho lives in an area: the number of residents, men and women, and nine age groups, from xMap’s population grid (hexagons of about 0.1 km², about 100 countries).
4. Banks and ATMs nearbyxMap data · Nearby placesPlaces around a point from xMap’s own places database (300M+ places, refreshed every month): pick the types of place (more than 5,000, such as Restaurant, Cafe, Pharmacy, Hospital or Gas station, or a whole group of them) and how far to look.
5. People per bankLogic · Calculated fieldAdds fields worked out from the others: a number, a text or a yes/no.
6. Rate the need with xMap AIxMap AI · xMap LLMTell the AI what to do in plain words.
7. Least needed firstLogic · Sort and limitPuts the items in order, and can keep only the first ones: the 10 best rated, the 20 nearest, the highest fit scores.
8. Write the network reviewxMap AI · xMap LLMTell the AI what to do in plain words.
9. Approve the reviewLogic · ApprovalStops the run until someone says yes.
10. Email me the listAction · EmailSends one email per run with all the items, or one email per item.
11. Save the branch dataApp · Google SheetsCreate, edit, and collaborate on spreadsheets online
12. Show them on a mapAction · Show on a mapShows the results as points on a map, with the area of interest.

Every block can be changed after you use the template: the city, the type of place, the score, where the results go.

Use it now

Answer a few questions, enter your work email, and it runs in your own account, kept running until you pause it. Use this template.