AI Agents

An AI analyst, configured for the way you work.

Configure analysis instructions, Business Context, and output preferences once. Then bring the same analytical approach to the work you repeat.

Create your Agent freeExplore the guide

Free plan available. No credit card required.

Marketing Performance Analyst with populated analysis instructionsMarketing Performance Analyst with populated analysis instructions
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Marketing Performance Analyst with populated Business Context containing trusted definitions and metric formulasMarketing Performance Analyst with populated Business Context containing trusted definitions and metric formulas
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Instructions and knowledge

Save the thinking you repeat in every prompt.

Analysis instructions define how the Agent should investigate, validate, and clarify. Business Context holds the durable terminology, definitions, operating rules, and reference material it should know.

  • Specify methods, quality checks, assumptions, and clarification rules.
  • Add trusted business definitions, benchmarks, examples, and optional reference files.
  • Publish a version before applying that configuration to a chat.
Read the Agent setup guide
Marketing Performance Analyst with populated analysis instructionsMarketing Performance Analyst with populated analysis instructions
Swipe to inspect the interface
Marketing Performance Analyst with populated Business Context containing trusted definitions and metric formulasMarketing Performance Analyst with populated Business Context containing trusted definitions and metric formulas
Swipe to inspect the interface

Output and presentation

Define what a useful answer should look like.

Set the default answer depth, preferred deliverable, and chart experience. Apply a fixed Brand Kit when the work should consistently use the same visual system.

  • Choose concise, balanced, or detailed answers.
  • Choose Balanced, Visualizations first, Files first, or Insights first as the default deliverable.
  • Set chart behavior and an optional fixed Brand Kit.
Marketing Performance Analyst showing answer depth, default deliverable, chart experience, and Brand Kit controlsMarketing Performance Analyst showing answer depth, default deliverable, chart experience, and Brand Kit controls
Swipe to inspect the interface

Reuse without rework

Configure once. Bring it to the work.

A focused Agent can guide a quick question today and the recurring deliverables you run next month.

ChatsBegin with the right methods and business knowledge already selected.Scheduled tasksReuse the same analytical approach on the schedule you choose.Dashboards & reportsCarry the same priorities and answer style into recurring deliverables.PresentationsKeep the story, level of detail, and Brand Kit consistent through the deck.

When an Agent is applied, that chat keeps the selected published configuration.

Connected SQL data

Data Context adds approved table, field, relationship, and metric meaning to connected SQL databases.

Explore Data Context

Compare your options

Decide with evidence, not a sales pitch.

Open a neutral research prompt in the AI tool you already use. Compare capabilities, limitations, and fit before you choose.

01ChatGPTOpen a balanced comparison prompt in ChatGPT.02ClaudeOpen the same research prompt in Claude.03PerplexityResearch the comparison with linked web sources.

AI answers can be incomplete. Check source links, current pricing, and product documentation before deciding.

Your analytical starting point

Configure once. Start the next analysis ready.

Create an Agent with the methods, business knowledge, and output preferences you want Formula Bot to reuse.

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No credit card required. Free plan available.