AI-Agents for Reporting Analysts in Data Analytics

Agents help Reporting Analysts keep report inputs ready and figures easy to verify.

Export Spreadsheet Tab

Export the exact report tab and email its CSV with a row count.

Get a CSV copy of the exact spreadsheet tab you need, with its row count in your inbox or a clear explanation when no file can be sent.

Works with33 tools
Extract Data for Review

Prepare complete API extracts and highlight gaps before reporting.

Your morning extract arrives in a shared table, with missing values marked and a chat message pointing to records that need review.

Works with18 tools
Import Spreadsheet Rows

Load checked team entries into reports and list rows to fix.

Your reporting table gets valid new spreadsheet rows every 15 minutes, with import counts and row-specific fixes waiting in the sheet.

Works with13 tools
Analyze Chart Images

Flag visible changes in incoming report charts for review.

Get a short email with the main findings from new chart images in your shared report folder, plus visible changes and questions worth checking.

Works with24 tools
Answer Sales Pipeline Questions

Answer sales report requests with figures from matching deals.

Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.

Works with33 tools
Answer Pipeline Questions

Calculate requested pipeline figures from current deal records.

Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.

Works with34 tools
Draft Pivot SQL Query

Draft pivot SQL and explain totals for teammates' report requests.

Get a pivot SQL query back in the chat thread, with totals explained and columns matched to your database schema.

Works with15 tools
Draft Ranking SQL Queries

Draft SQL for report rankings with clear tie rules.

Get a ranking SQL query in your chat thread, ready for review. See how the measure and ties determine each position.

Works with14 tools
Draft SQL Count Queries

Draft SQL for colleagues' count questions and explain each filter.

Get a SQL count query in the chat thread, with a clear note on what it counts and which conditions it uses.

Works with15 tools
Draft SQL Date Queries

Draft report SQL and explain its date boundaries.

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.

Works with14 tools
Generate SQL Queries

Draft SQL for figures coworkers need in reports.

Get a SQL query and a clear explanation in the same chat thread as your question, with results when you allow them.

Works with14 tools
Draft SQL CASE Query

Draft report grouping queries with explained fallback categories.

You get a SQL CASE query that groups your metric by the rules you provide, plus clear explanations in the same request thread.

Works with8 tools
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