AI-Agents for Reporting Analysts working with Keap
Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
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.
33 toolsTurn 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.
30 toolsLog 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.
47 toolsFlag 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.
24 toolsAnswer 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.
33 toolsReconcile 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.
19 toolsCalculate 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.
34 tools
