AI-Agents for Reporting Analysts in Data Analytics working with Microsoft Office 365

Every one is ready to run, and you can adjust it in plain language.

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
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
Convert Text Files

Receive usable report data in CSV form with broken rows called out.

Your analysts get CSVs from new text exports in a shared folder. A companion report points to source lines that need fixing.

Works with6 tools
Merge Weekly CSV Files

Merge weekly team CSVs into one download and flag conflicts.

Get a downloadable CSV from your teams' weekly extracts when the files are usable. See what needs attention in a summary beside it.

Works with5 tools
Export Database Rows

Supply checked source rows for the next reporting cycle.

Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.

Works with11 tools
Import Activity CSVs

Import clean website activity for reporting.

Get fresh website activity in your analysis table, with an import tally and a report of rows that need fixing.

Works with7 tools
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