Agents · Business

Stop moving data.
Start acting on it.

An AI agent that aggregates data across your systems on a schedule, detects anomalies before your team does, and builds reports without anyone having to pull them.

ScheduledNot reactive
Cross-systemData aggregation
DefinedEscalation paths
FullAction audit trail
The problem

Why operations teams are still running on manual processes

Reports are built manually, every time

Someone pulls data from three systems, pastes it into a spreadsheet, formats it, and sends it. Every week. This is not analysis — it's data movement, and it costs you hours your team could spend on actual decisions.

Anomalies are found after the damage

A cost spike, a missed SLA, a reconciliation gap — noticed at the end of the month when the report comes out. By then the window to act has closed.

Process handoffs lose context

Task finishes in one system, someone has to manually trigger the next step in another. When it doesn't happen, nobody knows until someone complains. There's no thread connecting the steps.

Operational data lives in five systems, queryable in none

Finance is in one tool. Ops metrics in another. Customer data in a third. Getting a cross-functional view requires a person who knows all three — and that person is always busy.

How it works

From raw data to report, automatically

01

Scheduled data collection

The agent runs on a defined schedule — hourly, daily, weekly — and pulls data from every configured source. Databases, CRM, ticketing systems, spreadsheets. No human triggers it; no human has to remember to run it.

Sources: PostgreSQL, Salesforce, Jira, SharePoint, Google Sheets, custom APIs
02

Cross-system aggregation and reconciliation

Data from multiple sources is joined, deduplicated, and reconciled against defined expectations. If numbers don't add up — a count mismatch, a missing record, a value outside tolerance — that's flagged before the report is built.

Reconciliation rules configured per workflow in the control plane
03

Anomaly detection and alerting

Metrics are evaluated against baselines and thresholds. Cost spikes, SLA breaches, inventory shortfalls, conversion drops — surfaced immediately, routed to the right person, with context about what changed and when.

Alert routing: Slack, Teams, email — configurable per metric and severity
04

Report generation and distribution

Structured reports built from the aggregated data — formatted for the audience, distributed to the right channel or inbox, filed to the right folder. The agent writes back to SharePoint, Confluence, or email automatically.

Output: formatted report + raw data attachment + anomaly summary
Capabilities

What the agent handles

Scheduled workflows

Cron-style or event-triggered execution. Set it once; it runs on schedule without manual intervention.

Multi-source aggregation

Pulls and joins data across databases, CRMs, ticketing systems, and spreadsheets in a single workflow run.

Reconciliation checks

Validates data against defined rules before reporting. Mismatches flagged and routed, not silently included.

Anomaly detection

Baseline-aware alerting on metrics that matter: cost, SLA, volume, conversion, inventory.

Report generation

Formatted reports written to SharePoint, Confluence, email, or Slack — in the format your audience expects.

Process chain tracking

Monitors multi-step workflows across systems. Stalled handoffs detected and escalated before they become missed deadlines.

Cross-functional views

Combines data from finance, ops, and customer systems into unified summaries — without a human as the join key.

Audit of every run

Every workflow run logged: what was pulled, what was computed, what was sent, what anomalies were found.

Integrations

Reads from where your data lives

The agent connects directly to your databases, CRM, and collaboration tools. No ETL pipeline to maintain, no data warehouse to provision first.

View all integrations →
PostgreSQLPostgreSQL
MySQLMySQL
SalesforceSalesforce
JiraJira
SharePointSharePoint
ConfluenceConfluence
SlackSlack
MS TeamsMS Teams

Show us a report your team builds manually

We'll set up the workflow live — connected to your data sources — and show you the aggregated output and anomaly detection it produces.