Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.
Start analysis from usable CSV rows and review source line errors.
Your analysts get CSVs from new text exports in a shared folder. A companion report points to source lines that need fixing.
Combine weekly extracts and count exact duplicates removed.
Get a downloadable CSV from your teams' weekly extracts when the files are usable. See what needs attention in a summary beside it.
Extract report tables into CSV files ready to analyze.
Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.