AI-Agents for Reporting Analysts working with Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

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
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
Convert PDFs to CSV

Turn each report PDF into CSV files with uncertain cells flagged.

Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.

Works with
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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