AI-Agents for Data Import

Load new records, update changed rows, export CSVs.

Qualify Inquiry Contacts

Your outreach register shows which website inquiries are ready to contact and which need a closer look.

Works with28 tools
Compile Advisor Lead List

Your lead list is ready for follow-up, with financial, insurance, and mortgage requests sorted by urgency and repeat inquiries brought together.

Works with22 tools
Copy Approved Records

Get approved records into your target table and a dated report showing which rows transferred or need fixing.

Works with11 tools
Log Lead Ad Responses

Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.

Works with9 tools
Qualify Lead Ad Contacts

Your outreach register gets qualified lead ad contacts with checked details. Each contact carries the campaign or form that brought them in.

Works with12 tools
Log Lead Ad Inquiries

Your sales coordinator sees the customer's request and ad source on the linked contact, with a clear status for follow-up or review.

Works with4 tools
Import Campaign Metrics

See which campaign figures reached your analysis table and which rows need attention after your daily Google Ads to BigQuery import.

Works with7 tools
Import Activity CSVs

Get fresh website activity in your analysis table, with an import tally and a report of rows that need fixing.

Works with7 tools
Build Local Prospect Lists

Get a local business lead list with addresses and source links, screened for industry fit and repeat listings before your outreach.

Works with
Export Case CSV

Your review batch gets a downloadable CSV, with a count of cases left out and the missing details to fix.

Works with
Export Lead Lists

Get a current Excel copy of your saved Sales Navigator lead list, with consistent columns and missing details flagged for your team.

Works with4 tools
Import Search Performance

Your reporting table gets checked page and query figures, with import counts and rejection reasons ready to review.

Works with