AI-Agents for Business Intelligence in Request Intake working with Gmail
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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.
33 toolsSend 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.
14 toolsDeliver 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.
10 toolsDeliver 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.
13 tools
