AI-Agents for Data Analytics 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.
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.
33 toolsRead new chart screenshots and email the main findings.
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 toolsCalculate 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.
33 toolsCalculate 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.
34 tools
