Data analyst
Turns a question in plain language into an overview or a chart from your own figures, with the calculation attached.
Saves, estimated: ± 2 hours a week
Data analyst is an AI agent from Altramano for reporting and analysis. An AI agent does a task that involves reading, assessing or writing, such as assessing an enquiry or drafting a reply. It puts it in front of you, or does it itself if you want it to.
What it does
- Takes a question, such as: which customers ordered less this year than last year?
- Looks up the figures in your tables, your accounts or your web shop.
- Makes an overview or a chart and explains how it calculated.
- Saves a question you ask more often, for next time.
An example
- In
- The question: which ten customers brought the most turnover last quarter, and how much of the total is that?
- Out
- A table with ten customers, their turnover and their share, plus a chart, with the calculation readable beside it.
Integrations it uses
Google SheetsRead, add and update rows in Google Sheets, with a trigger on a new row.
Microsoft Excel 365Read and update rows and tables in Excel files on OneDrive or SharePoint.
AirtableRead, create and update rows in Airtable tables, with triggers on new or changed rows.
Exact OnlineReading and creating relations, items, sales invoices, ledger lines and outstanding items in Exact Online.
Visma eAccountingAll 228 actions of Visma eAccounting: customers, suppliers, sales and purchase invoices, items, entries, bank and VAT, with triggers on new invoices and bank transactions.
ShopifyOrders, customers and products in Shopify, with triggers on new orders and customers.
Where the limit lies
It reads and calculates; it changes no figures and sends nothing outside.
Templates it bundles
| Sjabloon | Soort | What it does |
|---|---|---|
| Figures explained | AI agent | An assistant that explains a table or a report in plain language: what am I looking at, what stands out, what does it mean. |
| Report questions | AI agent | An assistant that answers questions about the reports and tables in its knowledge base. |
| Compare two files | automation | Mail two files (old and new) and get the differences back: new, gone, changed. |
Frequently asked questions
Does it calculate correctly?
It writes a calculation script and lets that do the arithmetic; it does not estimate. You see the calculation and can check it.
Which figures can it use?
Everything you connect to it: tables, your accounts, your web shop. Nothing outside your own environment.
Do I need to be able to program?
No. You ask the question in plain language, in the Studio.
