Agency

Create white-label dashboards for compiling client reports. Offer AI copilots to your clients.

industry

Marketeers

Automate the creation of reports from multiple sources. Implement customized attribution for your business. Streamline the monitoring of advertising campaign performance.

team

SaaS Developers

The fastest way to implement Integrations, AI Copilot, and Reporting for your application.

industry

Sales

Deep funnel optimization and reporting.

team

E-Commerce

Easily manage and automate analytics, attribution, merchandising, forecasting.

industry

Customer Support

Our product connects to customer support platforms and helps customer support teams automate and analyze operational data - tickets/agents/tags/clients.

team

Social Media

Get comprehensive analytics for your social media posts on Instagram, YouTube, and TikTok.

industry

Amazon Sellers

Manage and automate analytics, attribution, merchandising, forecasting for Amazon Sellers.

industry

Marketing Data Analytics

Spot underperforming campaigns with AI-driven analysis.

marketing team

Data Analysts

Implementation of data pipelines, calculations, and ad hoc reports using AI. Automation of AI operations.

team

Spreadsheet Users

Send data to spreadsheets, use AI to automate data analysis, extracting Data from unstructured sources.

team

Digital Marketing Agency

Impress clients with white-label dashboards offering real-time ROAS insights.

industry

Healthcare

Conduit for Healthcare Practitioners.

industry

Finance

Connect financial applications and bank accounts and transform your services into a SaaS business.

industry

Customer Service Agency

Consolidate all your customer support accounts and build dashboards.

industry

Generative AI for IT Infrastructure Management

Conduit AI chatbot seamlessly connected to databases, business applications, and unstructured text data within various silos, catering to the needs of IT managers.

industry

Ad Hoc reports for Looker Studio

Unlock report creation for business users with Conduit's AI, bypassing the need for SQL expertise.

team solution

Real Estate

industry

Lead Generation Agencies

White label dashboards and automated reporting for multiple clients.

industry

ECommerce Agencies

industry

Financial Consulting Services and Accountants

industry finance solution

Workspaces and Sub-accounts

Workspace is a separate account entity, which is associated with your ‘master’ account and which you can share with your clients.
 It is separated from the ‘master’ account and other workspaces.

feature agency solution developers

Compiling Client Reports

You can automate report creation for your clients.

agency solution

Aggregate Information for Multiple Advertising Channels

This article demonstrates how to combine data from various advertising platforms into a single dashboard.

solution

Create a simple e-commerce dashboard for multiple clients

In this example, we will create a dashboard that displays metrics for multiple clients simultaneously.

solution

Joining Two Spreadsheets: AI or Workflows

Merge and combine data from multiple spreadsheets

spreadsheet solution

Create a Basic E-commerce Dashboard

In this example, we will create a basic e-commerce dashboard for a store using data from one Facebook account and one Shopify account.

solution

Dashboard Widgets Based On a SQL Connection

Easily transform SQL data into metrics to power impactful widget-driven dashboards

sql dashboard agency feature solution

Track ad campaign performance

marketing solution

Automatically update data

You can automatically update data in imports, workflows, and dashboards

spreadsheet workflow dashboard solution

Consolidation of Data Received as Separate Files

If your partners send you reports via email, you can use Conduit to consolidate such reports into a single dataset. Additionally, Conduit will standardize the columns and normalize dates or product names.

etl solution

Ad Hoc reports for Looker Studio

Unlock report creation for business users with Conduit's AI, bypassing the need for SQL expertise.

team solution

Build a Custom CRM

Integrate Dashboards and Copilot into your app as an IFRAME and utilize your own SSO/OAuth2 protocols.

agency solution

Pull Data from Advertisement Platforms to a Spreadsheet

Pull and organize advertisement data into spreadsheets with Conduit

marketing workflow solution spreadsheet

Display Net Sales on a Dashboard by Subtracting Ad Spend from Total Sales

Optimize your sales and ad performance with Conduit

solution ecommerce marketing sales

Conduit for Financial Analysis

The capabilities of Conduit for financial analysis.

analysis solution finance

Ask AI to Research Websites

Use the power of AI to categorize and sort business websites.

ai solution agency template

Your Own AI Chat Widget

Create an AI chat widget for your application that integrates data from your tables and databases.

solution feature

Sentiment Analysis Report

Learn how understanding customer conversations with Conduit can help your business to growth.

ai solution

AI Chat Bot for Your Data (No-code)

Transform your database or a spreadsheet into a data source for your chatbot.

ai solution

White Label

Conduit allows you to customize the look and feel for your application: Logo and Company Name, Domain, Product Name and Logo, E-mails, Templates, Help Pages, Slack Notifications, Support Chat.

feature agency solution

Categorization of Text Into Buckets

Categorize and sort the raw text, using Conduit.

ai solution

Building a Dashboard Using Spreadsheet, Google Sheets, CSV, and Excel

solution

Sentiment Analysis for E-commerce

Maximize customer satisfaction in your Store by automating sentiment analysis and data structuring with Conduit.

ai solution

Names, IDs, SKUs normalization

Optimize your SKU reports with Conduit.

ecommerce workflow feature solution

Online Store and a Physical Retail Locations Consolidated

Combine your sales data into a single report and analyze it using the AI assistant

ecommerce workflow solution

Extract invoices from PDF

Enhance data management by extracting invoices from PDFs using Conduit

ecommerce ai solution

Analyze Call Transcripts with AI

Turn your call transcripts into strategic insights with AI-driven sentiment analysis.

sales solution

Using Data Science Frameworks with Your Sheets Data with 0-code

Achieve precise statistical analysis without coding.

ai solution

Comparison of Financial Periods

Compare & Analyze the financial data for different periods.

finance solution

Analysis of Potential Cost Savings

Use the power of AI to analyze cost-cutting strategies for your business.

finance solution

Extracting Summary for a Dataset

AI can evaluate trends in your dataset and describe them in English. This is convenient for creating summaries for weekly reports.

ai solution

Conduit For Stocks Market

Boost your stock market analysis with Conduit.

finance solution

Find Anomalies in Operations

Automate the detection of anomalies with AI.

ai marketing solution agency

Build Financial Models from Raw Transactional Data and Generate P&L Statements

Generate multi-year P&L statements and growth reports with AI.

solution finance

AI for Ad Ops

Maintain high-quality ad operations without needing a large engineering team.

ai marketing solution

Blend automated data and manual entries

Integrate the data with corresponding data from apps.

consolidate and automate workflow solution

Track Ads from Lead Generation to Closed Deals.

Conduit allows you to combine data from advertising platforms with CRM data to build accurate ROI/ROAS for your lead generation campaigns.

sales marketing solution

Analyze Your Social Media Account

Automate content performance reports and receive them via Slack or Email.

social creators solution

Marketing Attribution

Get a 360-degree view of your marketing and product performance to identify winning strategies.

marketing solution

Cost Aggregation

Cost aggregation, campaigns.

consolidate and automate workflow solution

Merge Datasets from Different Platforms

Conduit can find the revenue generated by identifying corresponding payments from customers.

workflow solution clean_data

Agency Fees

Calculate your ad costs

workflow solution clean_data

Mix data from spreadsheets with data from apps

Conduit can download data from spreadsheets and aggregate it with data from apps.

workflow spreadsheet solution

Full P&L of the business

Using formulas, you can create a full model of your business that includes metrics for both expenses and revenue.

solution spreadsheet

Custom Dashboards

Using formulas, you can develop your own dashboard in Google Sheets with all your key business metrics.

workflow spreadsheet solution

Weekly recaps

Automated weekly recap reports

workflow solution

Multi-stores

Several channels aggregated into a single dataset

workflow solution clean_data

SKU conversion

You sell several different variants of products, including bulk sales.

workflow solution clean_data

True ROI

You can sell a large number of products and have a high ROAS if you’re offering a 50% discount, but it may be at a negative profit margin.

measure and improve workflow solution

Customer Support Costs

With Conduit, you can collect this information in a single location and calculate all your customer support costs at once.

measure and improve workflow solution

Return on Ad Spend Per Product Line

Conduit can export gross sales

measure and improve solution

Replenish Inventory Alerts

Stock your store proactively so you can order products at the ideal time to make sure your brand has the sufficient product supply it needs to grow.

measure and improve workflow solution

Attribution

Your team gets clear and elegant data that adapts for every role, from CEO to data scientist

measure and improve workflow solution

Email / SMS marketing

Email marketing data

consolidate and automate solution

Build an App for Merchants and Marketers

When working with Conduit, you can roll out new integrations in a matter of days

developers solution

ETL + Connectors + Datawarehouse + Transformation

Get all your ETL data pipelines running in minutes, even your custom ones. And let your team focus on the essential goals like insights and innovation.

developers feature solution

Create P&L (AI)

Ask AI to create a P&L

solution template finance

Correcting Calculated Metrics for Advertising Platforms

How to resolve discrepancies in CPA or ROAS metrics using workflows

usecase workflow solution

Connecting a Google Sheet

If the column names in your spreadsheet start on a different row, Conduit may not detect the columns correctly. This means you will need to adjust the settings in Conduit.

spreadsheet solution

AI-powered Text Extraction

Introduction to Conduit's AI-powered Text Extraction

ai text extraction solution

Enhancing Project Management with Copilot

How to use Copilot for basic tasks with project management data and CRM systems.

project_management crm copilot solution

Workflows – creating a weekly Ad Spend report

Imagine you want to create a weekly report for tracking ad spend for different ad networks, listing them as rows

solution marketing

Maximize value from Tags

solution support

Privacy and AI

Approaches to ensure data privacy when using AI: Local Analysis, Data Cleanup, Obfuscation, Private AWS/Azure instances.

solution finance healthcare

Cleaning up list of email

solution

Importing Multiple Data Sources of the Same Type

solution spreadsheet

Merging Datasets

Merge rows: Union, Merge columns: Lookup, Join

solution feature

Woocommerce with GA4

In this example, we will create a report that demonstrates the sales effectiveness of each user acquisition channel. The sales data source is Woocommerce, while GA4 provides data on the user acquisition channels.

solution ecommerce marketing

BigQuery

integration solution developers

Report Closed vs Snoozed tickets

In some cases we need to track for each agent the number of closed but not snoozed tickets and the number of snoozed tickets

customer_support solution

Gorgias tickets with Spam/Deleted/Auto-Close statuses

solution support

Amazon TACoS (Total Advertising Cost of Sale)

Amazon TACoS (Total Advertising Cost of Sale)

solution ecommerce

When to use workspaces

When to use workspaces

solution agency

Automate the retrieval of transaction data

Your clients can connect their bank accounts, and you can automatically import this data into your financial models.

solution finance

Delivery of Reports and Dashboards to Clients

via Workspace, via URL, via IFRAME, via EMail, via Slack

solution agency marketing

AI agent tells where to focus

The dashboard contains valuable data, but you need to extract actionable insights to understand how to increase lead generation.

solution marketing ecommerce

Financial Consulting Services and Accountants

industry finance solution

Sharing Dashboards Between Workspaces

Sharing Dashboards Between Workspaces

agency solution