AI-Agents for Data Analysts in Finance working with Zoom
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Build the daily API review table and flag missing fields.
Your morning extract arrives in a shared table, with missing values marked and a chat message pointing to records that need review.
18 toolsEmail a requested spreadsheet tab as a CSV for analysis.
Get the requested spreadsheet tab into your colleague's inbox as a CSV file. Your request row shows what happened.
5 toolsDraft SQL from the schema for the requested period.
Get a SQL query for a date or date range in your report chat, with the time field and boundaries explained in the same thread.
14 toolsDraft schema-based SQL for coworkers' data questions.
Get a SQL query and a clear explanation in the same chat thread as your question, with results when you allow them.
14 toolsDraft multi-table queries from the keys in a teammate's question.
Get a SQL query with the joins and filters your question needs, plus a short explanation in the same help thread.
8 tools
