AI-Agents for Data Operations in Exception Handling

Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.

Convert Excel to CSV

Convert incoming workbooks to CSV and flag unusable sheets.

Get a CSV and row count from the worksheet you choose when your team uploads an Excel file to the handoff folder.

Works with4 tools
Convert PDFs to CSV

Prepare incoming report data as CSV files for handoff.

Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.

Works with
Import Customer Exports

Import customer files and surface records that need review.

See new and changed customers in your list, plus a report of entries needing your review after a JSON export.

Works with
Copy Approved Records

Copy approved records each workday and reconcile transfer exceptions.

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

Works with11 tools
Import Campaign Metrics

Track daily campaign imports with row counts and exceptions.

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

Check export rows before loading them into the analysis table.

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

Works with7 tools
Import Search Performance

Record rejected search rows with the reason each failed.

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

Works with
Add Intake Submissions

Check required answers and IDs before importing form responses.

Keep your tracking table focused on valid form responses, with an email explaining what was added or what needs fixing.

Works with5 tools
Refresh Short-Stay Catalog

Update property records and route duplicate candidates for review.

Keep your short-stay catalog current as new accommodation scrapes finish, with changed listings and possible duplicates ready for review.

Works with
13–21 of 21