AI agents for BI Managers

Deliver insights faster without building everything from scratch. Triform automates the data pipeline maintenance, report distribution and request handling that slows down your BI team.

Data quality issues caught before they affect dashboards
Reports distributed to the right people on schedule
BI requests triaged and tracked without manual overhead

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Your world today

✕ Data pipeline failures that require manual investigation and fixes

✕ Report requests coming from every direction without prioritization

✕ Stakeholders asking for existing reports they can't find

✕ Dashboard maintenance eating time for new development

✕ Data quality issues discovered only when stakeholders complain

How Triform helps AI Agents for BI Manager

Weekly Management Report

Automatically gather KPIs from your tools, compile charts and tables, draft narrative summaries, and send polished reports to leadership.

Incident Intake & Triage for EHS/ESG

Accept incident and near-miss reports via forms or email. Standardize, categorize, route to managers, and track investigations with dashboards.

Support Ticket Triage & Drafts

Automatically classify, prioritize, and draft responses for support tickets. Flag VIP and churn-risk customers for faster handling.

Industries and company types

Scaleup Enterprise

Start with one flow and scale from there

You don't need to automate your entire BI operation at once. Most BI managers start with a single pain point: data quality monitoring, report distribution, or request handling. Once that's running, the next automation becomes obvious.

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