Browse every past session

Browse every past Databox webinar session

How to analyze performance across all your client accounts in one conversation

Reviewing client performance across your agency usually means checking each account separately before you can see which clients are on track and which need attention. In this session, you’ll see how your AI Analyst can review performance across accounts and turn it into a roll-up report your team can use to prioritize where to focus.

How to connect Claude to Databox and create a report in minutes

Claude can help you analyze performance, but the quality of the answer depends on the data and context it can access. In this session, you’ll learn what makes a strong foundation for trustworthy AI analysis, how to connect Claude to Databox and start working with your performance data and install a Skill that gives Claude a defined reporting process to follow.

How to automate your weekly pipeline review in minutes

Preparing a pipeline review usually means pulling deal data from your CRM, sorting it by stage and rep, and rebuilding the same report every week. In this session, you’ll see how to turn your pipeline review into a skill that your AI Analyst runs for you and delivers automatically before every meeting.

The Agentic Era: How teams will use data to improve performance in 2027

Hand recurring analysis and reporting to AI that understands your data and business context, so your team can identify what needs attention and act sooner. In this session, you’ll learn how AI is changing analysis and reporting, what makes AI answers trustworthy and how to turn findings into action.

Building a Marketing Dashboard in One Conversation

Building a dashboard usually means hunting down the right metrics, setting each one up, and arranging everything by hand. In this session, you’ll see how to go from a plain-language description to a finished marketing dashboard in one conversation with Genie, your AI Analyst.

How to Answer Any Performance Question in 5 Minutes with AI Analyst

Getting from a performance question to a report you can share often takes hours. In this session, you’ll see how Genie, your AI Analyst, analyzes the data in your account and helps you turn the findings into an editable Artifact in minutes.