AI-Agents for Data Analytics in Consulting

Calculate requested pipeline totals from matching CRM deals.

Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.

Works with33 tools

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

Calculate deal counts and amounts for sales questions in chat.

Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.

Works with34 tools

Preserve analysis tables and links in Word review drafts.

Your Markdown report becomes a Word document in your team's layout, with tables and links checked and the draft linked on your task.

Works with6 tools