AI-Agents for Data Import

Load new records, update changed rows, export CSVs.

Build B2B Lead List

Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.

Works with7 tools
Build Sales Lead Lists

Get a ranked sales lead list from an emailed target account profile, with available work contact details and source links.

Works with7 tools
Compile Profile Lead Lists

Get a sales lead list with public profile links and role-fit notes when you email the companies and titles you want researched.

Works with7 tools
Refresh Local Lead Lists

Get a fresh territory lead list every Monday. See new prospects and confirmed closures. Review possible duplicates before outreach.

Works with5 tools
Build Construction Lead List

Your sales team gets a ranked construction lead list from permit alerts, with project details and reasons to follow up.

Works with5 tools
Clean Lead Submissions

Your lead tracker gets clean contact details and a follow-up status, while your sales team gets the details by email.

Works with7 tools
Import Excel to PostgreSQL

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

Works with25 tools
Reconcile Lead Ad Inquiries

Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.

Works with36 tools
Export Roster to CSV

You get a clean CSV from revised Excel rosters, plus a matching list of rows to correct in your shared handoff folder.

Works with5 tools
Analyze Bank Statements

Get a transaction list and spending breakdown in your finance database when your team adds a bank statement.

Works with5 tools
Convert JSON to Spreadsheet

Your teammate gets a shared spreadsheet and matching CSV, with missing values called out instead of buried in raw JSON.

Works with7 tools
Export Database Rows

Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.

Works with11 tools