AI-Agents for Reporting Analysts in Data Analytics working with monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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
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
Format Markdown Reports

Return a checked Word draft on the original report task.

Your Markdown report becomes a Word document in your team's layout, with tables and links checked and the draft linked on your task.

Works with6 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 Campaign Metrics

Map daily ad reports into campaign tables and log exceptions.

See which campaign figures reached your analysis table and which rows need attention after your daily Google Ads to BigQuery import.

Works with7 tools
Export SQL to Excel

Put current query results in Excel for the next report.

Your report preparer gets a fresh Excel workbook when the SQL reporting table changes. The rows follow your chosen query and headings.

Works with6 tools
Draft Staged SQL

Draft SQL for report questions that need an intermediate subset.

Get a CTE SQL query or subquery draft on your analysis ticket, with each stage explained before you run it.

Works with
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