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AI-Agents for Reporting Analysts working with Kintone

kintone is a fully integrated social collaboration and customizable business application cloud platform that allows internal and external teams to solve business process inefficiencies through database and work flow-driven custom apps, communication and collaboration. kintone can be used for custom CRM, Project Mangement, SCM and much more.

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.

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.

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.

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.

Import Search Performance

Use checked search figures and trace rows excluded from reports.

Your reporting table gets checked page and query figures, with import counts and rejection reasons ready to review.

Log Traffic and Backlinks

File each requested site's traffic and backlink snapshot by date.

Your reporting boards get dated traffic and backlink figures from the metrics you keep, or your assigned analyst hears why they could not be logged.

Prepare Sales CSV

Prepare dated location sales figures for the reporting spreadsheet.

Your daily sales CSV brings location totals together for your reporting spreadsheet, without pulling separate reports by hand.