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AI-Agents for Business Intelligence working with monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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
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
Draft Staged SQL

Draft SQL stages behind requested reports and metrics.

Get a CTE SQL query or subquery draft on your analysis ticket, with each stage explained before you run it.

Works with
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AI-Agents working with monday.com 987 Agents AI-Agents for Business Intelligence 32 Agents AI-Agents for Marketing working with monday.com 398 Agents AI-Agents for Creative working with monday.com 173 Agents AI-Agents for Editorial working with monday.com 169 Agents AI-Agents for Creative Operations working with monday.com 151 Agents