Connect spreadsheets, CRM, and finance data in minutesTrends, KPIs, forecasts & specialized analyticsCompetitor, customer & sentiment intelligenceBuild dashboards without a BI teamReports and board decks from your analysesAgentic AI for plain-English Q&A when you want itStart free — no credit card required

Automation

Let the platform watch your data and act — autonomous analysis, monitoring, account intelligence, and workflows.

4 guides · 32 min

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  1. 1

    AI Chatbots

    Create source-grounded agents and deploy them to your website, Slack, or your team.

    5 min · Beginner

  2. 2

    AI Operations Center

    Schedule analyses and reports in plain language — agents run them for you.

    10 min · Intermediate

  3. 3

    Sentinel Intel

    Continuous KPI monitoring with alerts and written diagnoses that explain themselves.

    9 min · Intermediate

  4. 4

    Account intelligence

    A living dossier for every account, assembled by AI.

    8 min · Intermediate