- AI-Agent
- Ready to Run
Extract Data for Review
Populate a review spreadsheet from every source page
Use this Agent instantly or customize it - no programming needed
- Morning run timeMorning run time
Your chosen daily time starts a fresh review of the latest API batch.
- API request settingsAPI request settings
Your saved endpoint, credentials, and query choose the batch to review.
- API recordsAPI records
Your batch contains JSON records and next-page cursors until the final page.
- Current review tableCurrent review table
Your table's existing headings and record IDs show where each batch record belongs.
- Field mappingField mapping
Your chosen ID field, expected fields, and headings define the table columns.
Your source API supplies JSON records with stable IDs and a cursor for each next page.
Your review spreadsheet holds record IDs and named columns the Agent uses to update rows and flag gaps.
- Incomplete batch alertIncomplete batch alert
Your analyst hears when a failed page stops the update, leaving the table unchanged.
Your analyst chat delivers the table link and records needing review to the analyst.
- Updated review tableUpdated review table
Your table gains named columns and rows by ID, with missing values flagged for review.
- Review messageReview message
Your analyst gets the table link, record count, and IDs and fields needing review.
This Agent starts at your chosen morning time and gathers every page of source data. It updates spreadsheet rows by record ID and flags missing values. You get a chat message with the table link and records to review.
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Google SheetsUsed as:
- Review spreadsheet
Google Sheets holds record IDs and named columns the Agent uses to update rows and flag gaps.
SlackUsed as:
- Analyst chat
Slack delivers the table link and records needing review to the analyst.
AirtableUsed as:
- Source API
Airtable supplies JSON records with stable IDs and a cursor for each next page.
- Review spreadsheet
Airtable holds record IDs and named columns the Agent uses to update rows and flag gaps.
monday.comUsed as:
- Review spreadsheet
monday.com holds record IDs and named columns the Agent uses to update rows and flag gaps.
ClickUpUsed as:
- Analyst chat
ClickUp delivers the table link and records needing review to the analyst.
ZoomUsed as:
- Analyst chat
Zoom delivers the table link and records needing review to the analyst.
TelegramUsed as:
- Analyst chat
Telegram delivers the table link and records needing review to the analyst.
Microsoft ExcelUsed as:
- Review spreadsheet
Microsoft Excel holds record IDs and named columns the Agent uses to update rows and flag gaps.
Microsoft TeamsUsed as:
- Analyst chat
Microsoft Teams delivers the table link and records needing review to the analyst.
Google ChatUsed as:
- Analyst chat
Google Chat delivers the table link and records needing review to the analyst.
Microsoft Office 365Used as:
- Review spreadsheet
Microsoft Office 365 holds record IDs and named columns the Agent uses to update rows and flag gaps.
RingCentralUsed as:
- Analyst chat
RingCentral delivers the table link and records needing review to the analyst.
SmartsheetUsed as:
- Review spreadsheet
Smartsheet holds record IDs and named columns the Agent uses to update rows and flag gaps.
ChatworkUsed as:
- Analyst chat
Chatwork delivers the table link and records needing review to the analyst.
WhopUsed as:
- Analyst chat
Whop delivers the table link and records needing review to the analyst.
ConnecteamUsed as:
- Analyst chat
Connecteam delivers the table link and records needing review to the analyst.
TwitchUsed as:
- Analyst chat
Twitch delivers the table link and records needing review to the analyst.
KintoneUsed as:
- Source API
Kintone supplies JSON records with stable IDs and a cursor for each next page.
- Review spreadsheet
Kintone holds record IDs and named columns the Agent uses to update rows and flag gaps.
Made for your industry
Extract Data for Review is made for businesses in these industries.
- Advertising and Marketing
Gather campaign data into a review sheet and flag gaps.
Show all Agents for the Advertising and Marketing industry - Software
Tabulate product API data and highlight incomplete records.
Show all Agents for the Software industry - Financial Services
Refresh financial data extracts and point analysts to missing values.
Show all Agents for the Financial Services industry - Market Research
Collect paged research data in a sheet and flag missing fields.
Show all Agents for the Market Research industry
Made for your role
Extract Data for Review is made for people in these roles.
- Market Researcher
Gather research records and flag gaps in the review sheet.
Show all Agents for the Market Researcher role - Marketing Analyst
Pull campaign data into a sheet and flag missing fields.
Show all Agents for the Marketing Analyst role - Data Analyst
Build the daily API review table and flag missing fields.
Show all Agents for the Data Analyst role - Reporting Analyst
Prepare complete API extracts and highlight gaps before reporting.
Show all Agents for the Reporting Analyst role - Data Operations Manager
Track API batch gaps in the sheet and send IDs for review.
Show all Agents for the Data Operations Manager role - Operations Analyst
Update the daily review sheet and surface incomplete records.
Show all Agents for the Operations Analyst role
Made for your department
Extract Data for Review is made for people in these departments.
- Marketing
Keep campaign data extracts current and flag missing fields.
Show all Agents for the Marketing department - Market Research
Compile research records and point analysts to missing values.
Show all Agents for the Market Research department - Finance
Bring financial data into a review sheet and flag missing values.
Show all Agents for the Finance department - Data Analytics
Collect every API page into a table and flag missing fields.
Show all Agents for the Data Analytics department - Business Intelligence
Prepare complete API extracts and point analysts to gaps.
Show all Agents for the Business Intelligence department - Data Operations
Refresh rows by ID and hand off missing API fields for review.
Show all Agents for the Data Operations department
How Extract Data for Review works
5 steps, in order, on every run.
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Collect Every PageRequest the source data at your chosen morning time. Follow each page cursor until the full batch is collected.
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Read the Review TableRead the current headings and record IDs from your chosen spreadsheet tab. Match incoming records to existing rows.
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Map Fields and Flag GapsPlace expected fields under the headings you choose. Mark missing or null values and note affected record IDs.
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Update Rows by IDAdd missing columns, update matching rows, and add new records. Skip records without a usable ID and note them for review.
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Send the Review ListSend the table link and processed count to your chosen chat. List IDs and missing fields, or confirm there are no gaps.
How to Get Started
Connect the tools you already use, such as Google Sheets, Slack or Airtable.
18 tools
- Choose the daily run time, source API endpoint and access credentials, and any query parameters that select the batch to review.
- Choose the shared spreadsheet and tab, the API field that uniquely identifies a record, the expected field names, and the column headings to show for them.
- Choose the analyst's chat destination and the spreadsheet link to include in the message.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Extract Data for Review:
You choose the morning time and data source, then set expected fields and spreadsheet headings. You also choose the review tab and chat destination.
Your spreadsheet stays unchanged. You get a chat message saying the batch is incomplete.
You review records without a usable ID in the chat message; they stay out of the table. Nested values appear as text in one cell and get flagged for review.
You choose the expected fields during setup. The Agent marks a field Missing when the source leaves it out or returns a null value.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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