CUSTOM AI AGENTS · Research & data
Report analystas part of your team.
Extract figures. Compare trends. Flag incompatible data.
Explore this agent for my team ↗01 · THE WORK, STEP BY STEP
How the task moves forward.
Information helps when it can be checked. We define questions, periods and sources for analysis that explains both findings and limitations.
- 01
Extract figures
Collects indicators while retaining period, definition and source document.
- 02
Compare trends
Compares changes only when metrics describe the same underlying measure.
- 03
Flag incompatible data
Flags methodological changes or missing data that limit interpretation.
02 · ILLUSTRATIVE EXAMPLE
A situation that may feel familiar.
A sales team compares branch performance using consistent definitions.
Illustrative scenario, not a customer case study or measured results.
SlackExampleRead the brief and retain the team’s conditions.
Google AnalyticsExampleCheck the available campaign figures with named metrics.
September Campaign
| Metric | Value |
|---|---|
| Impressions | 12.400 |
| Clicks | 386 |
| CTR | 3,11 % |
Google SheetsExampleValidate the CTR and flag the data still needed for decisions.
Report verification
| Checks | Result |
|---|---|
| CTR = 386 / 12.400 × 100 | 3,11 % |
| Cost and conversions | Not yet added |
| Breakdown by ad | Not yet added |
| Comparison with previous period | Data not available |
Google SheetsExamplePrepare conclusions limited to what the data supports.
September summary
What we know
12,400 impressions and 386 clicks, with a CTR of 3.11%.
Before deciding
Add spend and conversions per ad and the comparison period. These aggregate figures cannot identify which ad to keep.
SlackExampleSummarize the result, where it is saved and what is still pending.
03 · YOUR WAY OF WORKING
Fits the business you already have.
Context and tools
We start with your current documents, systems and channels. We assess feasible connections and define the permissions required for this specific task.
Improves with your feedback
Approved corrections are incorporated into instructions, examples or knowledge sources. We review changes before expanding the agent’s scope.
A clear way to evaluate
We agree on a representative sample and measure review time, errors, exceptions and output quality against the current workflow. Feasibility is decided using that evidence.
04 · COMMON QUESTIONS
Before getting started.
What information does this agent need?
Reports, metric definitions and comparable periods. We review quality, currency and access before connecting the workflow. You do not need to replace all your tools to begin.
What will my team receive?
Analytical summary with sources and open questions. We agree on the format and delivery channel during setup, together with cases that need review.
Which decisions remain with people?
Conclusions are reviewed in light of data quality, coverage and uncertainty.
Can it coordinate with other agents?
Yes. We define what this agent hands to the next one and who handles exceptions. It can interact through Slack, WhatsApp, email or Microsoft Teams, depending on the integration and permissions we configure.
RELATED AGENTS
A team that works together.
Market researcher
Market report with references and limitations.
See tasks and example ↗Research & dataData cleanup assistant
Reviewable changes and an issue log.
See tasks and example ↗Research & dataSurvey synthesizer
Survey synthesis with anonymized examples where appropriate.
See tasks and example ↗START WITH ONE TASK
How would this fit your business?
Tell us how you do it today. We will define the scope, tools and controls with you.