Source-aware reporting help built for real deliverables
The Analyst works across connected data, saved artifacts, templates, and output formats. It helps teams investigate the numbers, draft the story, and hand back an editable report.
Pulls from connected dashboards, spreadsheets, CRM data, and files.
Drafts charts, summaries, and report-ready narrative.
Keeps the result editable for review, export, and scheduling.
Connected sources
HubSpotSheetsLookerSnowflake
CampaignsSpend, leads, ROAS
PipelineStages, win rate, pacing
DashboardsTrusted visuals and metrics
Analyst prompt
"Compare channel performance, flag the biggest changes, and update the board review deck."
