Microsoft Power BI integration with AI agents
Microsoft Power BI is Microsoft's BI platform for building reports and dashboards from many data sources. Marketing teams use it to bring media, sales and website results together.
- Agents only read and suggest
- No credit card
- Disconnect anytime
What the agents read from Microsoft Power BI
- workspaces
- reports and dashboards
- semantic models (datasets) and tables
- measures and DAX queries
- dataset refresh history
Ask Sherlok
Which KPIs in our Power BI reports got worse this month?
Is the marketing dataset up to date or failing to refresh?
What decision do the CAC and revenue numbers in Power BI call for now?
What the agents do with Microsoft Power BI
Agents that use this data: Report, Investigate
Turns dashboards into decisions
Reads the numbers your team already tracks and says what changed and what to do.
Cross-checks marketing sources
Combines dashboard metrics with ads, site and CRM in one answer.
Answers in plain language
Ask in Investigate and get the number with the why, no chart building.
Connect in 3 steps
- 01
Create your free account, no credit card.
- 02
In Data sources, find Microsoft Power BI and click Connect.
- 03
Authorize access. The agents start reading as soon as the connection is done.
Questions about the Microsoft Power BI integration
Does Sherlok change anything in Microsoft Power BI?
No. The agents read your Microsoft Power BI data and suggest the decision with the number and the why. You decide and apply it.
Which agents use Microsoft Power BI data?
Report, Investigate. Every agent reads your connected sources and cross-checks Microsoft Power BI with the rest of your marketing.
Do I need to pay to connect Microsoft Power BI?
Not to start. The Free plan connects up to 2 sources, no credit card. Growth and Pro connect more.