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AI-Agents for Data Analytics in Request Intake working with Microsoft Office 365

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

Export requested spreadsheet tabs as CSV files for reports.

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
Send Spreadsheet CSV

Turn requested workbook tabs into CSV files for other systems.

Your coworkers get the Google Sheets tab they asked for as a CSV attachment, or a reply explaining what needs fixing.

Works with13 tools
Import Spreadsheet Rows

Keep analysis tables current with valid rows from team sheets.

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

Check that report tables survive conversion before sharing PDFs.

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

Works with10 tools
Send Spreadsheet CSV

Send requested data tabs as CSVs for colleagues to analyze.

Get the requested spreadsheet tab into your colleague's inbox as a CSV file. Your request row shows what happened.

Works with5 tools
Import Excel to PostgreSQL

Add usable spreadsheet rows to the database and flag gaps.

Get valid Excel rows into PostgreSQL and a chat report showing how many went in and what needs fixing.

Works with25 tools
Convert Text Files

Get usable source rows into CSV for analysis and identify skipped 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

Align weekly CSV columns and combine rows for analysis.

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

Keep data tables current from CSV files and flag failed loads.

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
Copy Approved Records

Bring approved records into the target table and report rejected rows.

Get approved records into your target table and a dated report showing which rows transferred or need fixing.

Works with11 tools
Import Activity CSVs

Load valid website activity for analysis and flag rejects.

Get fresh website activity in your analysis table, with an import tally and a report of rows that need fixing.

Works with7 tools
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