Agents help IT services firms stay responsive to clients as project and support needs change.
Put valid API data in the shared table and list entries needing correction.
Your Google Sheets table gains valid entries from new JSON responses, with rejected entries listed for review.
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.
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.
Prepare API tables for review with missing values clearly marked.
Your teammate gets a shared spreadsheet and matching CSV, with missing values called out instead of buried in raw JSON.