AI-Agents for Reporting Analysts in Software 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.

Send AI Usage Reports

Turn ready token counts into a dated cost report and usage chart.

Your stakeholders get month-to-date AI costs and a link to the daily usage chart when you mark a day's counts ready.

Works with30 tools
Send Sales Pipeline Report

Log dated deal counts and values by stage in the reporting sheet.

Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.

Works with47 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
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
Send Weekly AI Cost Reports

Reconcile model and daily token totals for the weekly report.

Your stakeholders get a clear weekly view of AI token usage and estimated costs, with a daily chart and gaps called out.

Works with19 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
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
Build Sales Pipeline Reports

Create a filtered CRM report with a linked matching-deals list.

Get a sales pipeline report for the slice you request. Open the matching deals to check the count or value.

Works with8 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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