AI-Agents for Business Intelligence in Activity Reporting

Audit pages, track rankings, compare traffic. Every one is ready to run, and you can adjust it in plain language.

Send AI Usage Reports

Refresh the daily AI usage chart and send the latest monthly totals.

Your stakeholders get month-to-date AI costs and a link to the daily usage chart when you mark a day's counts ready.

Works with30 tools
Send Sales Pipeline Report

Save dated pipeline figures 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.

Works with47 tools
Import Spreadsheet Rows

Load checked team entries into report tables and show import counts.

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

Summarize incoming report charts for the analyst's 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
Answer Sales Pipeline Questions

Turn sales inbox questions into filtered pipeline figures.

Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.

Works with33 tools
Send Weekly AI Cost Reports

Chart daily token use and email the week's reconciled totals.

Your stakeholders get a clear weekly view of AI token usage and estimated costs, with a daily chart and gaps called out.

Works with19 tools
Answer Pipeline Questions

Turn deal searches into checked answers to pipeline questions.

Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.

Works with34 tools
Import CSV Files

Load reporting files into a table and surface import errors.

Keep your PostgreSQL table current as CSV files arrive, with a row count or a clear reason when an import needs attention.

Works with13 tools
Build Sales Pipeline Reports

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.

Works with8 tools
Import Campaign Metrics

Keep 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.

Works with7 tools
Import Activity CSVs

Import 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.

Works with7 tools
Export SQL to Excel

Provide 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.

Works with6 tools
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