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SeekTable integration

Generate and automate reports from SeekTable. Use SeekTable from Zoft voice agents, chat agents, workflows and AI employees.

  1. Starts withNew Report
  2. ZoftAgent or workflow decides what happens next
  3. Then in SeekTableUpload CSV File
  4. AndShare Report by Email
Illustrative flow built from SeekTable’s real triggers and actions.

Zoft + SeekTable

What Zoft can do with SeekTable.

  • 01Voice agentsA phone agent can use SeekTable actions such as Upload CSV File and Share Report by Email during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update SeekTable while it talks to the customer.
  • 03WorkflowsStart a workflow when “New Report” happens in SeekTable, or use SeekTable as any step on the canvas.
  • 04AI employeesAn AI employee can find and use SeekTable actions on its own, and ask for your approval before it sends or changes anything important.

Actions 2

Things Zoft can do in SeekTable.

  • Upload CSV FileUploads a CSV file and creates new or refreshes existing CSV cube.
  • Share Report by EmailSends report in email body with optional attachments.

Triggers 2

Events in SeekTable that can start a workflow.

  • New ReportTriggers when a new report is added to your SeekTable account.
  • New CSV CubeTriggers when a new CSV cube is added to your SeekTable account.

Setup

Connect SeekTable in three steps.

  1. 01ConnectChoose SeekTable in Connections and paste an API key from your SeekTable account.
  2. 02Put it to workAdd SeekTable as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ

SeekTable on Zoft, answered.

What can Zoft do with SeekTable?

Zoft supports 2 actions and 2 triggers for SeekTable. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect SeekTable to Zoft?

Choose SeekTable in Connections and paste an API key from your SeekTable account.

Can a voice agent or chat agent use SeekTable?

Yes. Once SeekTable is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in SeekTable without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put SeekTable to work in your operation.