RPReporting and data
Reporting Agent
Ask for a report in plain words. Get the dashboard and what it means.
Builtest. 10 hrs a month back
$750Prebuilt · buy now
Reporting and data · Prebuilt agent · buy now
Data Agent
Keeps the record clean: duplicates merged, gaps filled, everything spelled the same way. Duplicates, blank fields and six spellings of the same company. Every agent and every report inherits the mess.
Agent facts
Data Agent
Reporting and data · Prebuilt, runs inside HubSpot
- Reads
- Your contacts, companies and deals, and the property rules you agree
- May change
- Merges clear duplicates, standardises fields, fills gaps from your own systems
- Never
- Deletes a record, or merges anything it is not certain about
- Approval
- Anything uncertain goes to a queue for a person
- Written to
- The HubSpot record, every action, with a timestamp
- Run cost
- Your HubSpot credits, with a cap you set
- Off switch
- One toggle. Nothing is lost
An example run, start to finish.
Press replay to watch each step, and where a person approves.
- The work
- Duplicates, blank fields and six spellings of the same company. Every agent and every report inherits the mess.
- The agent
- Keeps the record clean: duplicates merged, gaps filled, everything spelled the same way. It changes: merges clear duplicates, standardises fields, fills gaps from your own systems.
- A person approves
- Anything uncertain goes to a queue for a person.
- 312 exact duplicate contactsMerged
- 48 probable duplicates, not certainQueued for a person
- 1,204 blank industry fieldsFilled from your own records
- 6 spellings of one company nameStandardised
QUEUE FOR A PERSON · 48 itemsSame name, different email domain
Same phone, different company
Nothing merged until you say so
Same phone, different company
Nothing merged until you say so
- Nothing deleted, everBy design
$1,000 to set up.
Runs on your HubSpot credits, with a cap you set. All prices in Australian dollars, excluding GST.
How long until it is live?
Usually within a week. It is configured inside your HubSpot, tested on your real records, then switched on with a cap.
What happens when it gets something wrong?
Anything that matters stops at a named person before it takes effect. Every action is written to the HubSpot record with a timestamp, so mistakes are visible and reversible, and one toggle switches the agent off.
Who approves its work?
Anything uncertain goes to a queue for a person.
What does it need from us?
A HubSpot account on Professional or Enterprise, someone who knows the process today, and an hour to agree the rules: what it may touch, and what it must never do.
Agents that read the same record.
They share one HubSpot record, so each picks up where the other left off.
Not sure it fits?
Answer six quick questions and Kat will tell you whether this agent belongs in your cart.