DAReporting and data
Data Agent
Keeps the record clean: duplicates merged, gaps filled, everything spelled the same way.
Builtest. 12 hrs a month back
$1,000Prebuilt · buy now
Reporting and data · Prebuilt agent · buy now
Reporting Agent
Ask for a report in plain words. Get the dashboard and what it means. The report you need takes a specialist, so you go without it or you guess.
Agent facts
Reporting Agent
Reporting and data · Prebuilt, runs inside HubSpot
- Reads
- Your HubSpot objects, properties and existing reports
- May change
- Builds reports and dashboards, and sends a written summary on your schedule
- Never
- Changes a single underlying record
- Approval
- You choose what gets saved and who sees it
- 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
- The report you need takes a specialist, so you go without it or you guess.
- The agent
- Ask for a report in plain words. Get the dashboard and what it means. It changes: builds reports and dashboards, and sends a written summary on your schedule.
- A person approves
- You choose what gets saved and who sees it.
ManagerWhich services made us the most money last quarter, and where did the leads come from?
Reporting AgentPortals led on revenue at 41%, then agent builds at 33%. Two thirds of those leads came from organic search, and the rest from referrals. The dashboard is saved as 'Q1 revenue by service'.
- Dashboard built from live HubSpot dataDone
- Written summary sent each MondayScheduled
- No record changedBy design
$750 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?
You choose what gets saved and who sees it.
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.