AI-Agents for Data Import working with Microsoft Office 365

Load new records, update changed rows, export CSVs. Every one is ready to run, and you can adjust it in plain language.

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
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
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
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
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
Export Partner Tracker

Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.

Works with6 tools
Import CSV Files

Keep your PostgreSQL table current as CSV files arrive, with a row count or a clear reason when an import needs attention.

Works with13 tools
Import JSON Batches

Get valid records into your document collection, plus an import count and a CSV showing which entries need correction.

Works with6 tools
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