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The Datagrid Resource Hub

Explore the latest in agentic AI, from product updates and industry insights to practical guides that help your team work smarter, faster, and more efficiently.

What is Agentic AI?

AI Foundations

What is Agentic AI?

Meet the future: AI with agency.

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Datagrid Team

•

June 4, 2024

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Master Automated PDF Indexing Using Datagrid's AI Platform

Document data extraction and handling

Master Automated PDF Indexing Using Datagrid's AI Platform

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Datagrid Team

•

February 11, 2025
Master Proposal Organization in Sales: The Ultimate Automation Guide

Sales document handling

Master Proposal Organization in Sales: The Ultimate Automation Guide

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Datagrid Team

•

February 6, 2025
Leveraging AI for Proactive Customer Issue Management and Success Enhancement

Leveraging AI for Proactive Customer Issue Management and Success Enhancement

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Datagrid Team

•

May 21, 2025
Leveraging AI for Seamless Task Automation & Accurate Forecasting in Construction

Construction - AI-Powered Project & Workflow Automation

Leveraging AI for Seamless Task Automation & Accurate Forecasting in Construction

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Datagrid Team

•

February 19, 2025
Leveraging AI Agents for Effective Financial Statement Analysis in Corporate Finance

Leveraging AI Agents for Effective Financial Statement Analysis in Corporate Finance

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Datagrid Team

•

May 13, 2025
The Pipedrive Slack Integration Guide for Sales Teams Who Outgrew Basic Notifications

Software integrations

The Pipedrive Slack Integration Guide for Sales Teams Who Outgrew Basic Notifications

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Datagrid Team

•

Leveraging AI Agents for Efficient Audit Documentation: A Guide for Financial Controllers

Leveraging AI Agents for Efficient Audit Documentation: A Guide for Financial Controllers

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Datagrid Team

•

July 4, 2025
Leveraging AI Agents to Revolutionize Investment Proposal Automation for Financial Advisors

AI Agents for Finance

Leveraging AI Agents to Revolutionize Investment Proposal Automation for Financial Advisors

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Datagrid Team

•

September 15, 2025
Integrate Microsoft Dynamics and Gmail: Simplify Your CRM with Our Comprehensive Guide

Software integrations

Integrate Microsoft Dynamics and Gmail: Simplify Your CRM with Our Comprehensive Guide

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Datagrid Team

•

March 4, 2025
Insurance Data Validation Automation: A Step-by-Step Implementation Guide

Productivity tools and techniques

Insurance Data Validation Automation: A Step-by-Step Implementation Guide

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Datagrid Team

•

January 24, 2025
Improving Marketing Strategies with AI: Automated Content Brief Tracking

Marketing document handling

Improving Marketing Strategies with AI: Automated Content Brief Tracking

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Datagrid Team

•

February 4, 2025