AI-Agents for Business Intelligence in Request Intake

Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.

Export Spreadsheet Tab

Email named reporting tabs as CSV files with row counts.

Get a CSV copy of the exact spreadsheet tab you need, with its row count in your inbox or a clear explanation when no file can be sent.

Works with33 tools
Email Google Sheets CSV

Send current reporting tables as CSV files when teammates request them.

Your teammates get the current reporting tab as a CSV attachment, with the file name and data row count in the reply.

Works with14 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
Convert HTML Reports

Deliver scheduled reports as checked PDFs to their owners.

Your report owners get PDFs from the HTML files in your inbox, with text and tables checked before delivery.

Works with10 tools
Export Airtable Views

Deliver selected data views as CSVs with row counts.

Your partner handoff uses the columns and rows you prepared in your saved view. The CSV arrives by email with a row count and field notes.

Works with13 tools
Convert Text Files

Prepare incoming report files as CSV and flag malformed source lines.

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

Publish a weekly CSV from team extracts for shared reporting.

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
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
Convert PDFs to CSV

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.

Works with
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
Import Search Performance

Refresh search reporting tables with checked figures.

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

Works with
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