AI-Agents for Data Import

Load new records, update changed rows, export CSVs.

Upload Qualified Leads

Your sales team gets a shared lead list with qualified new contacts. Your campaign team gets row numbers and reasons for every row left out.

Works with9 tools
Log Vendor Invoices

Copy less during vendor invoice management: your spreadsheet gets clear invoice details, and your clerk gets links to the invoice and its row.

Works with7 tools
Build Social Lead Lists

Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.

Works with7 tools
Add Qualified Prospects

Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.

Works with8 tools
Import JSON Responses

Your Google Sheets table gains valid entries from new JSON responses, with rejected entries listed for review.

Works with8 tools
Insert Emailed Database Entries

Turn emailed entry requests into database rows, with a reply that confirms the ID or tells the sender what to fix.

Works with17 tools
Convert Bank Statements

Get an import CSV in your shared folder from a text-readable bank statement PDF, with unclear entries and balance differences flagged for review.

Works with7 tools
Compile CRM Lead List

Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.

Works with25 tools
Rank Real Estate Leads

Your team gets a real estate lead list every evening, with repeat visitors combined and clear follow-up requests at the top.

Works with38 tools
Find Local Sales Leads

Get a local lead list showing which first emails went out, who was skipped, and when messages were sent, right in your request thread.

Works with6 tools
Build Campaign Lead Lists

Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.

Works with7 tools
Update Property Listings

Keep your commercial property catalog current as broker feeds arrive, with changed prices, new buildings, and uncertain matches ready for your review.

Works with5 tools