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AI-Agents for Data Operations in Request Intake

Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.

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
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
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