The CSV or Excel view in the exact format they need, built in chat from live data. You pick the customer, describe the columns, and send a link that re-runs itself.
A customer wants their data in a specific shape: their columns, their format, every period. It used to mean a manual export, an hour in a spreadsheet, and a file you rebuild the next time they ask.
The work you cannot automate does not show up in the roadmap. It shows up on your plate, every period.
Can we get a CSV of low-stock SKUs with warehouse and tier, plus reorder qty and days of stock?
One ask from a customer. One file in their format, with the columns they need. No ticket in between.
Send us a CSV of low-stock SKUs with reorder qty, days of stock, and supplier lead time.
Month-end reconciliation file, our columns, every close.
Daily SKU export with cost, price, and margin.
Usage export per customer with overage and tier.
Pipeline export by stage and source, every week.
Every one used to be a manual export. None of these are.
Pick the customer, describe the columns, and send the file. All in Bridge Chat.
Open Bridge Chat and pick the customer. The export pulls only their data, and only what your team has allowed.
Export Atlas low-stock SKUs: warehouse, tier, reorder qty, and days of stock.
Type the columns and format in plain English. Bridge builds the file from that customer's live data, custom and calculated columns included.
Download the file or send a link that re-runs itself, so you never rebuild the export by hand.
An export you rebuild by hand is work that comes back every period. One that re-runs itself does not.
They get the file in their format. You never touch a CSV again.