Spinrun use-case agent template

Build a data analysis agent for every team

Ask questions across spreadsheets, databases, docs, and business tools, then get source-backed reports your team can reuse.

Trusted by data-driven operations teams

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Built for operations, finance, analytics, RevOps, and team leads

What were our key metrics last week? I need a quick summary for the leadership sync.

Spinrun

Here is last week's KPI snapshot across your connected sources:

MetricThis WeekPrior WeekChange
MRR$482,300$471,100+2.4%
Active Users12,84712,390+3.7%
Support Volume318 tickets402 tickets-20.9%
NPS6158+3 pts
Pipeline Created$1.24M$890K+39.3%

Pipeline created jumped nearly 40% driven by the Meridian and NovaTech enterprise deals entering discovery. Support volume dropped after the v4.2 patch resolved the SSO bug. Want me to format this as a Slack brief for #leadership?

Yes, post it to #leadership and flag the pipeline jump.

Spinrun

Done. Posted the KPI brief to #leadership with the pipeline increase highlighted. I also added a note linking the $1.24M to the two new enterprise opportunities with source records attached.

Weekly Active Users

Last 14 days

MTWTFSSMTWTFSS
Total: 12,847+3.7% vs prior week

Customize your agent

Give your agent superpowers by connecting apps

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Google Sheets
PostgreSQL
Google Drive
Notion
Slack
Gmail
Outlook
Discord
Google Calendar
Google Maps
Linear
Jira
GitHub
HubSpot
Salesforce
LinkedIn
Apollo
Gong
Google Ads
Meta Ads

Google Sheets

5 Tools
  • KPI analysis
  • Source-backed reports
  • Metric alerts

Build your data agent once, run it across every source.

Connect your tools

Connect spreadsheets, databases, docs, warehouse exports, and team channels so analysis starts with live context.

20+ integrations

Add custom skills

Teach the agent metric definitions, trusted source order, reporting cadence, and escalation rules.

Show the calculation

Every result includes the formula, source rows, and time window used.

Respect source priority

Prefer warehouse data over manual sheets unless the team explicitly overrides it.

Flag unusual movement

Call out deltas, missing rows, and source freshness before sharing conclusions.

Choose your AI model

Use fast checks for routine metric refreshes and deeper reasoning when the analysis needs reconciliation across systems.

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Interact with agents like colleagues

Tag @Spinrun in your favorite channels and ask questions. Replies come back with sources and clear next steps.

#data-briefs

What were our key metrics last week? I need a quick summary for the leadership sync.

Spinrun

Here is last week's KPI snapshot across your connected sources:

MetricThis WeekPrior WeekChange
MRR$482,300$471,100+2.4%
Active Users12,84712,390+3.7%
Support Volume318 tickets402 tickets-20.9%
NPS6158+3 pts
Pipeline Created$1.24M$890K+39.3%

Pipeline created jumped nearly 40% driven by the Meridian and NovaTech enterprise deals entering discovery. Support volume dropped after the v4.2 patch resolved the SSO bug. Want me to format this as a Slack brief for #leadership?

Keep them watching in the background

Schedule recurring checks, alerts, and digests so your agents keep working when chat is quiet.

Background monitors
1

Weekly KPI Brief

Monday 7 AM

On
2

Metric Drift Watch

Every 4 hours

On
3

Source Freshness Check

Daily

On

Share with your team

Analysts own definitions, operators request briefs, and leadership reviews recurring outputs.

Team access
A

Aron

Admin

K

Katherine

Editor

M

Max

Viewer

Watch them get smarter

Every corrected calculation, accepted chart, and ignored alert improves the next data brief.

Learning loop
Accepted resultPreferred sourceTone matchSkipped stepCustom ruleApproved writeEdited draft

Enterprise-grade

With enterprise-grade infrastructure and security

SOC 2 Type II

Independently audited security controls and compliance reporting.

Scoped app access

Each connector runs with explicit account context and least-privilege scopes.

Role-based access

Admin, Editor, Viewer roles with audit trails on every agent action.

Human approval gates

Sensitive writes can pause for review with diff and evidence attached.

Source-backed work

Outputs keep references to records, files, messages, transcripts, or URLs.

Audit logs

Every prompt, tool call, and write is logged for compliance review.

SSO + SAML

Bring your identity provider — Okta, Azure AD, Google Workspace, more.

Usage monitoring

Track agent runs, model costs, and tool calls per team and per workflow.

Resources to help you go further

Implementation guide

How to roll out build a data analysis agent for every team with approvals and audit trails.

Connector checklist

Recommended apps, scopes, and fallback steps for Ops, Finance, Analytics, Leadership.

Agent review playbook

A practical review flow for prompts, monitors, team roles, and recurring runs.

Tasks automated to date

931,877,758

Build the data-briefs agent your team will actually use

Every corrected calculation, accepted chart, and ignored alert improves the next data brief.