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AI agentReport questions

Answering questions about reports with AI

An assistant that answers questions about the reports and tables in its knowledge base.

Report questions is AI agent in Altramano for reporting and analysis: an assistant that answers questions about the reports and tables in its knowledge base.

It works without an external integration, with tables, forms and the Studio in your own environment.

AI agent · department Reporting and analysis

What it does

Upload your monthly and quarterly reports to the knowledge base. Ask "how did the North region do in Q2" and get an answer with its source and page. No figure in the documents? Then it says so.

What you need

  • No external integration; works with tables, forms and the Studio in your own environment.

How does answering questions about reports work with AI?

An AI agent works with its own instructions and its own sources, which you start in the Studio or from an automation.

Upload your monthly and quarterly reports to the knowledge base. Ask "how did the North region do in Q2" and get an answer with its source and page. No figure in the documents? Then it says so.

No external integration is needed: the data is in a table or form in your own environment, or in the documents you give the AI agent.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For reporting and analysis: from any export a dashboard or a report in house style, refreshed every week. Those hours go into explaining what the figures mean, instead of into collecting and laying them out.

This department comes into play in accountancy and bookkeeping firms, manufacturing, retail and webshops and marketing and communications agencies.

How to install it

  1. Choose the template in your environment under Templates.
  2. Give the AI agent its sources: documents, a mailbox or a table.
  3. Try it in the Studio and adjust the instructions wherever you like.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

Use this templateBook a demo

Frequently asked questions

What do I need for Report questions?

No external integration and a Altramano environment.

Which department is Report questions for?

Reporting and analysis, in industries such as accountancy and bookkeeping firms, manufacturing and retail and webshops.

What is an AI agent?

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. It works with its own instructions, sources and tools. You start it in the Studio or from an automation.

Does it make answers up?

It works only with the sources you give it and refers to them. If something is not in there, it says so.

More for reporting and analysis

SjabloonSoortWhat it does
Studio: VAT check per quarterStudio taskA check of the VAT per rate and per month, with anomalies marked.
Studio: campaign results per channelStudio taskA dashboard with reach, clicks, cost and cost per enquiry per channel.
Studio: survey analysis per questionStudio taskPer question, the spread of answers and the average score, with the open answers summarised.
All 26 templates for reporting and analysis

Templates are updated in your Altramano environment.

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