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Analyst

Marketing agencies Automate monthly client reports, campaign reviews, QBRs, and executive summaries without rebuilding the deck every cycle. Customer success Create renewal decks, health summaries, business reviews, and stakeholder-ready adoption updates from trusted account data. Revenue ops Turn pipeline, forecast, lifecycle, and conversion data into weekly exec updates, board decks, and planning packages. Enterprise reporting Package governed dashboards and cross-functional metrics into polished reporting for leaders, boards, and operating reviews.

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Report formats moved

Presentations, documents, dashboards, spreadsheets, PDFs, and email outputs now live on the integrations page.

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Meet the Analyst

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."

Outputs

DeckUpdated

PDFReady

EmailDrafted

DashboardLinked

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