Does the AI agent actually execute tasks in ClicData?

Yes. It does not just suggest changes; it executes them. It can load data, clean datasets, update dashboard widgets, and refresh connections across ClicData and your connected tools.

How is this different from native ClicData features?

Native features provide the platform for building reports. The AI agent provides the intelligence to automate the work within those reports, such as automatically cleaning data or routing insights to Slack.

How does it compare to Zapier or Make?

Zapier and Make require you to build logic step-by-step. With DoMyWork, you describe the task in plain English and the agent figures out the steps to execute the work across ClicData and your other apps.

Can the agent monitor my ClicData dashboards 24/7?

Yes. You can set up agents on autopilot to watch for specific events like data refresh failures or KPI threshold breaches and act on them the moment they happen.

Is my data safe with an AI agent?

Yes. DoMyWork uses secure API connections to interact with your data. It does not store your credentials or your raw data permanently; it acts as a bridge to execute your instructions.

Can I connect ClicData to my other apps?

Absolutely. The agent is designed to work across ClicData and 1,500+ other apps, allowing you to move data, trigger alerts, and sync information between your CRM, helpdesk, and storage tools.

AI Agent for ClicData

Connect, clean, and visualise your business data automatically. DoMyWork AI agents work with ClicData and 1,500+ apps to turn raw data into real business decisions.

Load data from my SQL database into ClicData

Clean the null values in my sales dataset

Create a dashboard for monthly revenue trends

Send a summary of today's KPIs to Slack

Merge my marketing and sales datasets

Refresh all data connections now

Agent for

ClicData

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your spreadsheet data into decisions and actions

Connect new sources, clean messy datasets, build custom dashboards, and share reports.

Data source connected in ClicData

Catch up on the data sources that failed to refresh last night

"Check the ClicData connection logs for errors, identify which sources failed to refresh, and post a summary of the issues to our Engineering Slack channel."

Send Message

Clean the formatting errors in the latest imported dataset

"Find the 'Marketing' dataset in ClicData, identify rows with invalid date formats, and correct them to YYYY-MM-DD."

Send Message

Merge the new lead data with existing sales records

"Take the 'New Leads' file, merge it with the 'Sales' dataset in ClicData using the email address as the key, and create a new combined view."

Send Message

Find the missing values in the monthly revenue report

"Scan the 'Monthly Revenue' dataset for nulls in the 'Amount' column and replace them with the median value for that month."

Send Message

Summarise the top-performing regions for the quarterly review

"Analyse the 'Sales by Region' view in ClicData and identify the top 3 regions by growth percentage."

Send Message

Got a different task in mind? Describe it

Send Message

Clean up the duplicate records in the inventory dataset

"Review the 'Inventory' dataset in ClicData, identify rows with duplicate SKU numbers, and keep only the most recent entry."

Send Message

Update the operational dashboard with the latest weekly metrics

"Refresh the 'Weekly Ops' dashboard in ClicData and export the summary as a PDF."

Send Message

Check for outliers in the shipping time data

"Identify any shipping entries in ClicData where the delivery time exceeds 10 days and flag them for review."

Send Message

Cross-reference the vendor list with current order volume

"Join the 'Vendor' dataset with the 'Order' dataset in ClicData and list vendors with zero orders this month."

Send Message

Standardise the naming conventions in the employee dataset

"Check the 'Employee' dataset in ClicData and ensure all job titles follow the company standard format."

Send Message

Got a different task in mind? Describe it

Send Message

Reconcile the expense reports with the bank statement data

"Compare the 'Expense' dataset with the 'Bank Statement' dataset in ClicData and highlight discrepancies."

Send Message

Calculate the year-to-date burn rate

"Extract the monthly spend data from ClicData and calculate the average monthly burn rate for the year."

Send Message

Flag any invoices that exceed the budget limit

"Scan the 'Invoices' dataset in ClicData for entries above $5,000 and create a filtered view for the finance team."

Send Message

Prepare the monthly tax summary

"Filter the 'Revenue' dataset in ClicData for the last month and calculate the total tax liability."

Send Message

Identify trends in late payments from clients

"Analyse the 'Accounts Receivable' dataset in ClicData to find clients who consistently pay after 30 days."

Send Message

Got a different task in mind? Describe it

Send Message

Analyse the campaign performance for the last month

"Review the 'Campaign' dataset in ClicData and calculate the ROI for each active channel."

Send Message

Segment the customer list by engagement level

"Use the 'Customer' dataset in ClicData to create segments based on email open rates."

Send Message

Identify the top 5 blog posts by traffic source

"Query the 'Web Analytics' dataset in ClicData to find the most visited posts from organic search."

Send Message

Check for broken links in the marketing report

"Verify the URLs in the 'Marketing Assets' dataset in ClicData and list any that return a 404 error."

Send Message

Extract the demographic profile of new leads

"Summarise the 'Lead' dataset in ClicData by age group and location to update our persona profile."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a ClicData AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try ClicData AI Agent

🛸 Autopilot

Act on your data as soon as it lands — with agents on autopilot

The agents work across your apps 24/7.

They catch new entries, validate them, and trigger follow-up actions before you even open the file.

Setting up an autopilot is too easy

Every Monday at 08:00 AM

Describe...

1. Refresh data sources the moment a new file is uploaded

WhenNew file is uploaded in Google Drive

Then

Detect the new file, import it into ClicData as a new source, and refresh the connected dashboard.

Put on Autopilot

2. Alert the team when data refresh fails

WhenData refresh fails in ClicData

Then

Check the error log, summarise the cause, and post an alert to the #data-alerts Slack channel.

Put on Autopilot

3. Archive old datasets every month

WhenEvery 1st of the month at 09:00 AM

Then

Move datasets older than 90 days from ClicData to an archive folder in Google Drive.

Put on Autopilot

4. Validate new data entries for missing fields

WhenNew row is added in ClicData

Then

Check if mandatory fields are filled, and tag the row as 'Incomplete' if data is missing.

Put on Autopilot

5. Send a weekly KPI summary

WhenEvery Friday at 04:00 PM

Then

Generate a summary of the week's top KPIs from ClicData and email it to the department head.

Put on Autopilot

1. Flag low inventory levels automatically

WhenInventory value is updated in ClicData

Then

Compare the new value against the safety stock level, and if it's lower, create a task in Asana.

Put on Autopilot

2. Notify the team of new shipping delays

WhenNew row is added in ClicData

Then

If the shipping status is 'Delayed', post a notification to the #ops Slack channel.

Put on Autopilot

3. Log daily operational metrics

WhenEvery day at 05:00 PM

Then

Extract the day's total orders from ClicData and log them in a tracking sheet.

Put on Autopilot

4. Monitor for unexpected spikes in order volume

WhenOrder count is updated in ClicData

Then

Compare current volume to the 7-day average, and alert the manager if it spikes by more than 20%.

Put on Autopilot

5. Update vendor status after order completion

WhenOrder status is updated in ClicData

Then

If status is 'Complete', update the vendor's 'Last Active' date in the database.

Put on Autopilot

1. Flag high-value transactions for approval

WhenNew transaction is added in ClicData

Then

If the amount exceeds $10,000, send an approval request via email to the CFO.

Put on Autopilot

2. Track budget spend against monthly targets

WhenEvery Monday at 09:00 AM

Then

Calculate the current spend from ClicData and compare it to the monthly budget.

Put on Autopilot

3. Notify when a client payment is overdue

WhenPayment status is updated in ClicData

Then

If status is 'Overdue', create a follow-up task in the finance team's project board.

Put on Autopilot

4. Summarise daily revenue for the executive team

WhenEvery day at 06:00 PM

Then

Get total revenue from ClicData and post a summary to the #executive-updates channel.

Put on Autopilot

5. Detect duplicate invoice entries

WhenNew invoice is added in ClicData

Then

Check if the invoice number already exists in the system and flag it if a duplicate is found.

Put on Autopilot

1. Alert on significant drops in campaign traffic

WhenTraffic metric is updated in ClicData

Then

If traffic drops by 30% compared to yesterday, alert the marketing team in Slack.

Put on Autopilot

2. Update lead status based on engagement

WhenLead score is updated in ClicData

Then

If lead score > 80, change the status to 'Hot' and notify the sales lead.

Put on Autopilot

3. Log daily social media performance

WhenEvery day at 08:00 AM

Then

Pull engagement metrics from ClicData and save them to a monthly tracking report.

Put on Autopilot

4. Detect new high-intent keywords

WhenSearch query is updated in ClicData

Then

Identify keywords with high conversion rates and add them to the active ad campaign.

Put on Autopilot

5. Send a monthly report on lead sources

WhenEvery 1st of the month at 10:00 AM

Then

Generate a lead source breakdown from ClicData and share it with the team.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

ClicData

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Data Source Cleanup Playbook

FormCollect data with form

1. Enter Source Details

Enter Source Details

Fill fields below 👇

Source URL *

AI AgentExecute agent from playbook

2. Detect Anomalies

Agent

Scrape {{Source URL}} and identify formatting inconsistencies.

AI AgentExecute agent from playbook

3. Standardise Format

Agent

Standardise the data structure and ensure all required fields are present.

4. Upload to ClicData

Add Data SourceinClicData

Data Source Cleanup Playbook

Clean and standardise new data sources before they hit your dashboards.

Clone This Playbook

Dashboard Performance Review Playbook

Audit dashboard load times and user engagement metrics.

Clone This Playbook

Data Connection Audit Playbook

Check all connections for health and security.

Clone This Playbook

KPI Threshold Alert Playbook

Set up alerts for specific KPI targets.

Clone This Playbook

Data Backup Playbook

Create a secure backup of your ClicData assets.

Clone This Playbook

Vendor Performance Playbook

Evaluate vendor performance based on delivery times.

Clone This Playbook

Inventory Audit Playbook

Reconcile inventory levels with sales data.

Clone This Playbook

Shipping Delay Investigation Playbook

Root cause analysis for shipping delays.

Clone This Playbook

Resource Allocation Playbook

Optimise team scheduling based on workload.

Clone This Playbook

Operational Efficiency Playbook

Identify bottlenecks in operational workflows.

Clone This Playbook

Expense Reconciler Playbook

Match expenses with bank statements.

Clone This Playbook

Budget Tracking Playbook

Monitor and report on budget status.

Clone This Playbook

Invoice Approval Playbook

Streamline the invoice approval process.

Clone This Playbook

Tax Compliance Playbook

Prepare data for tax filings.

Clone This Playbook

Revenue Forecasting Playbook

Project future revenue based on trends.

Clone This Playbook

Campaign ROI Playbook

Evaluate marketing campaign success.

Clone This Playbook

Lead Quality Playbook

Score and segment leads for sales.

Clone This Playbook

Content Performance Playbook

Track content engagement across channels.

Clone This Playbook

Competitor Analysis Playbook

Monitor competitor performance metrics.

Clone This Playbook

Marketing Budget Playbook

Optimise marketing spend allocation.

Clone This Playbook

1500+ App Integrations

Connect ClicData + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Follow Up Boss

Swipe Pages

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

BaseLinker

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Brilliant Directories

Wix

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

TrueReview

Cloudflare R2

Facebook Ads Management And Insights

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

Every Monday at 08:00 AM

Then

Recurring Work on autopilot

Autopilot

Data Refresh Playbook

Enter data source

Load and clean

Update dashboard

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

ClicData

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About ClicData AI Agent

An AI agent for ClicData is an intelligent system that connects to your data sources, automates cleaning, builds reports, and triggers actions across your business apps, removing the need for manual dashboard maintenance.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for ClicData

Turn your spreadsheet data into decisions and actions

Catch up on the data sources that failed to refresh last night

Clean the formatting errors in the latest imported dataset

Merge the new lead data with existing sales records

Find the missing values in the monthly revenue report

Summarise the top-performing regions for the quarterly review

Got a different task in mind? Describe it

Clean up the duplicate records in the inventory dataset

Update the operational dashboard with the latest weekly metrics

Check for outliers in the shipping time data

Cross-reference the vendor list with current order volume

Standardise the naming conventions in the employee dataset

Got a different task in mind? Describe it

Reconcile the expense reports with the bank statement data

Calculate the year-to-date burn rate

Flag any invoices that exceed the budget limit

Prepare the monthly tax summary

Identify trends in late payments from clients

Got a different task in mind? Describe it

Analyse the campaign performance for the last month

Segment the customer list by engagement level

Identify the top 5 blog posts by traffic source

Check for broken links in the marketing report

Extract the demographic profile of new leads

Got a different task in mind? Describe it

How Does a ClicData AI Agent Work

Act on your data as soon as it lands — with agents on autopilot

1. Refresh data sources the moment a new file is uploaded

2. Alert the team when data refresh fails

3. Archive old datasets every month

4. Validate new data entries for missing fields

5. Send a weekly KPI summary

1. Flag low inventory levels automatically

2. Notify the team of new shipping delays

3. Log daily operational metrics

4. Monitor for unexpected spikes in order volume

5. Update vendor status after order completion

1. Flag high-value transactions for approval

2. Track budget spend against monthly targets

3. Notify when a client payment is overdue

4. Summarise daily revenue for the executive team

5. Detect duplicate invoice entries

1. Alert on significant drops in campaign traffic

2. Update lead status based on engagement

3. Log daily social media performance

4. Detect new high-intent keywords

5. Send a monthly report on lead sources

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Data Source Cleanup Playbook

Dashboard Performance Review Playbook

Data Connection Audit Playbook

KPI Threshold Alert Playbook

Data Backup Playbook

Vendor Performance Playbook

Inventory Audit Playbook

Shipping Delay Investigation Playbook

Resource Allocation Playbook

Operational Efficiency Playbook

Expense Reconciler Playbook

Budget Tracking Playbook

Invoice Approval Playbook

Tax Compliance Playbook

Revenue Forecasting Playbook

Campaign ROI Playbook

Lead Quality Playbook

Content Performance Playbook

Competitor Analysis Playbook

Marketing Budget Playbook

Connect ClicData + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About ClicData AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About ClicData AI Agent