AI-Agents for Business Intelligence working with Asana
Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
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.
47 toolsChart 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.
19 toolsTurn 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.
34 toolsTurn teammates' report questions into pivot SQL they can review.
Get a pivot SQL query back in the chat thread, with totals explained and columns matched to your database schema.
15 toolsDraft SQL for reporting requests and clarify what each count includes.
Get a SQL count query in the chat thread, with a clear note on what it counts and which conditions it uses.
15 toolsDraft report queries with the requested date filter.
Get a SQL query for a date or date range in your report chat, with the time field and boundaries explained in the same thread.
14 toolsDraft SQL for questions behind shared reports.
Get a SQL query and a clear explanation in the same chat thread as your question, with results when you allow them.
14 toolsDraft CASE queries for report categories and exceptions.
You get a SQL CASE query that groups your metric by the rules you provide, plus clear explanations in the same request thread.
8 toolsDraft multi-table SQL for reports and explain each table link.
Get a SQL query with the joins and filters your question needs, plus a short explanation in the same help thread.
8 tools
