AI-Agents for Business Intelligence working with Keap
Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
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 toolsRefresh 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.
30 toolsSave 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 toolsSummarize 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.
24 toolsTurn 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.
33 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 tools
