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AI agentThe executive assistant: ask about your company's data the way you ask people
An AI agent available on Microsoft Teams answers board questions about finance, sales and operations in seconds. It prepares the pre-meeting brief, explains the “why”, and on your instruction triggers actions. Every step leaves an audit trail.
Monday, 7:58 am
The board meets in two hours, and you already have the numbers.
You ask for the numbers on Teams, from your laptop or your phone on the way to the meeting. No need to ask the team for a summary and wait until Wednesday.
The assistant understands the question, reaches into SAP, the data warehouse and operational systems, and answers like an analyst: with the number, the context and a recommendation. Our clients use this deployment every day.
Illustrative example · what the conversation looks like
What it can do
One assistant for questions about finance, sales and operations
Answers in seconds
P&L, cash flow, margins, DSO, sales vs plan. On current data, with no waiting for a report.
The pre-meeting brief
Numbers, trends and items for decision, ready in the board channel an hour before the meeting.
The “why” drill-down
From the number to the cause: which market, which client, which SKU. No clicking through dashboards.
Alerts before problems grow
Watches your KPIs and reports when something deviates from plan, with an initial diagnosis.
From words to action
Once you approve, it triggers UiPath robots: a report, dunning, an order block.
Three languages
In Polish, English and German. On laptop, tablet and phone, wherever Teams runs.
How it works
The agent analyses, UiPath robots execute, you make the decisions
You ask on Teams
In plain language, with no forms, SQL or training.
The agent understands and checks permissions
It interprets the intent and sees only the data that person is entitled to.
It reaches the data and orchestrates robots
SAP, the data warehouse, BI, operational systems; UiPath robots handling the routine work.
It answers, and acts only with your approval
Every answer and action leaves a full audit trail. Human approval is mandatory.
Security and control
Security built into the solution
The board gets fast answers, and the security team gets control over access. The solution runs within UiPath agentic orchestration: with guardrails, observability and human oversight.
- Role-based access: everyone sees only their data
- Data stays inside your environment
- A full audit trail of every answer and action
- Actions require human approval
- Aligned with IT and compliance policies
Impact
What the board gains
Indicative values from pilot deployments; they depend on data scope and configuration.
Solutions in the library
The same process as an implementation plan
The agent page describes what the agent does. Library solutions describe the processes it works on, with a value model and an implementation plan.
Three versions of ARR are in circulation, and the board saw one of them last quarter.
See the solution Management & planningThe management pack in Power BI, in place of fourteen Excel filesThe board pack depends on which analyst merged which spreadsheet on which day.
See the solution ScenarioExecutive assistant 2.0: Teams and Microsoft 365 CopilotAnswers in seconds, one version of the truth, FP&A back to analysis.
See the scenarioWe deliver it through our service AI agents on Microsoft Teams.
The library describes this agent’s processes for industries including Manufacturing & industry, Retail & FMCG, Professional services & IT.
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