From BI You Check to AI That Delivers - Introducing Agents

Traditional BI has always required people to go looking for their data. Open the dashboard, check the numbers, spot the changes, write up the report. To put data to work, a person had to make the trip.

We questioned that premise.

What if, instead, AI came to you — delivering the numbers worth seeing today and the next move to make? Rather than waiting for someone to open a dashboard, AI analyzes the data on its own and brings the insights to the people who need them. "I was too busy to check the dashboard" and "By the time we noticed, it was too late" simply stop happening.

Agents, which we released this time, are a major step toward that world.

What are Agents?

Agents automate recurring data analysis and report generation. Set one up once, and it runs on schedule — delivering results and insights straight to email and Slack.

Here's the kind of thing you can ask for:

• "Every Monday, send a summary report comparing last week's performance by campaign against the week before."
• "Every morning, find customers showing upsell opportunities or churn signals, and email each account owner with the actions they should take."
• "Every Monday morning, analyze project risks and report on bottlenecks."
• "Prepare briefing materials for today's sales meetings from past meeting notes and customer interactions, and email them to each rep."

The reporting work that used to depend on weekly and daily manual effort can now be handed off to AI.

Building one is as simple as asking

Creating an agent requires no specialized skills or complex configuration. Describe what you want done in plain language in chat, choose where the results should go (email or Slack), and pick a schedule. The agent's name, goal, and steps are assembled automatically from your input — just review and save. After that, adjusting instructions or schedules is as easy as sending another chat message.

For detailed setup steps, see the documentation.

What you can do now

• Automate report creation — Hand weekly and monthly aggregation and reporting off to AI
• Catch changes and signals early — AI regularly checks for churn signals, project risks, and other important signs
• Share with your team automatically — Results and next actions reach stakeholders via email and Slack

Try it today

Turn the time you spend checking data into time spent thinking with it. Start by handing just one of your weekly reports to an agent.