面向BI经理的AI代理
停止浪费时间在手工工作上。
- Data quality issues caught before they affect dashboards
- Reports distributed to the right people on schedule
- BI requests triaged and tracked without manual overhead
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 面向BI经理的AI代理
每周管理报告
自动从您的工具收集KPI，编译图表和表格，起草叙述性摘要，并向领导层发送精美的报告。
Trigger
Weekly Schedule
Related
Product & analytics 
Stripe 
Gmail
Stripe Gmail View use case →
EHS/ESG事件接收和分类
通过表单或电子邮件接受事件和未遂事件报告。标准化、分类、路由给经理，并使用仪表板跟踪调查。
Trigger
Incident Report
API
Related
Operations & HR 
Google Forms 
Slack 
Notion
Google Forms Slack Notion View use case →
支持工单分类和草稿
自动分类、确定优先级并为支持工单起草回复。标记VIP客户和有流失风险的客户以便更快处理。
Trigger
New Ticket
API
Related
Support & success 
Zendesk 
HubSpot
Zendesk HubSpot View use case →
Industries and company types
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.