Home / Agents / Dashboarding Agent
AI agent for Finance and operations

Reports and KPIs built from a simple question.

The Dashboarding Agent builds the reports you ask for and defines KPIs on project and company level, using all the data in OpusFlow.
Works inside:
Dashboarding Agent
Margin per project, coming up.

What a Dashboarding Agent can do for you

Agents work inside OpusFlow with your data and your permissions. You stay in charge.
1

Builds custom reports

Makes the report you describe, in plain language.
2

Defines your KPIs

Sets up KPIs on project level and on company level.
3

Uses all your data

Has access to the data in your OpusFlow account.
4

Connects to other systems

Can bring in data from other tools.
5

Saves results to dashboards

Puts the result on a dashboard.

See it at work

Ask in plain language. The agent does the digging, prepares the work and asks before it changes anything.

How it works

1

Describe the job

Create the agent as an admin and tell it in plain language what it is responsible for.
2

It works in your data

It reads and prepares inside OpusFlow, only with the access you give it. Run it when you ask, or on a schedule: daily, weekly or monthly.
3

You stay in control

Ask for approval on every change, or let the agent run on a schedule once you trust it. Every action is logged.

Agents you can trust with your business

Built into OpusFlow, so the same rules apply as for everything else in your account.

You stay in control

Choose when an agent asks for your go, and when it may act on its own.

Your permissions

An agent can only see what its user may see.

Fully logged

Every action is recorded and traceable.

Your data stays yours

Isolated per account, never mixed.

Every agent is built around your business

Describe the job, set what it may do and let it get to work. Admins create agents under Management, Agents.

Questions about the Dashboarding Agent

Which jobs can an agent do?

Agents work on sales, planning, purchasing, administration and more. Each agent page shows what that agent can do.

Do I need technical knowledge?

No. You describe the job in plain language. The agent builds and runs it inside OpusFlow.

Which data can an agent see?

Only what you give it access to, with the same permissions as a user. Your data stays in your own account.

Does an agent change things on its own?

You decide. Start with approval for every change, and let an agent run on its own on a schedule once you trust it. Every action is logged.

Can I build my own agent?

Yes. Every OpusFlow customer can create agents. An admin describes the job in plain language and chooses what the agent may do.

Schedule your free demo

Get a live customized demo or discovery call focused on what your organization needs, get answers to your specific questions, and find out why OpusFlow is the right choice for your organization

What can I expect?

“With OpusFlow, we can quote as much as we need without worrying about hidden costs. That’s a big deal when you’re growing.”
Stijn de Rooij - Co-owner
Zenovo

Sign Up

Select all services your company offers