AI-Agents for Business Intelligence
Agents help Business Intelligence teams share current reports across the organization.
Convert recurring PDF report tables into CSV files for the team.
Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.
Save a pipeline report with its filters and source deal links.
Get a sales pipeline report for the slice you request. Open the matching deals to check the count or value.
8 toolsKeep campaign reporting tables current and flag rejected rows.
See which campaign figures reached your analysis table and which rows need attention after your daily Google Ads to BigQuery import.
7 toolsImport checked site activity into a queryable table.
Get fresh website activity in your analysis table, with an import tally and a report of rows that need fixing.
7 toolsProvide a new Excel workbook when report rows change.
Your report preparer gets a fresh Excel workbook when the SQL reporting table changes. The rows follow your chosen query and headings.
6 toolsRefresh search reporting tables with checked figures.
Your reporting table gets checked page and query figures, with import counts and rejection reasons ready to review.
Supply daily location sales in a CSV for the team's reports.
Your daily sales CSV brings location totals together for your reporting spreadsheet, without pulling separate reports by hand.
Draft SQL stages behind requested reports and metrics.
Get a CTE SQL query or subquery draft on your analysis ticket, with each stage explained before you run it.
