Delegmate for Financial Datasets
An AI teammate that works in Financial Datasets
An AI teammate with its own Google Workspace account. Connect Financial Datasets and it works there as part of the job, alongside its email, calendar and docs, within the rules you set.
About Financial Datasets
Access company fundamentals, financial statements, market data, SEC filings, ownership data, macroeconomic series, and financial analytics.
What it does in Financial Datasets
- Pulls the numbers you ask for from Financial Datasets
- Builds the weekly report into a Sheet
- Flags changes worth a look
- Answers questions about the data in plain words
How it works
- 1
Add a teammate
It gets its own account in your Google Workspace, with its own email, calendar and Drive.
- 2
Connect Financial Datasets
From its Apps tab with your API key, with the Financial Datasets account your team chooses. Or just ask it, and it sends you the link.
- 3
Hand it the work
Email it, message it in Chat or Slack, or mention it in a doc. It asks before anything that matters.
Built for
Questions
How does it connect to Financial Datasets?
With a Financial Datasets API key, pasted once on the teammate's Apps tab, or just ask it and it sends you the link. It connects with the Financial Datasets account your team chooses, and each teammate has its own connections, so you decide exactly what each one can reach.
What does it do in Financial Datasets without asking?
The everyday work it is there for: reading, updating and keeping things current. It asks first before contacting someone new, spending money, or anything that can't be undone, and every step is in its activity log.
Does it need its own Financial Datasets seat?
No. It works through the connection your team sets up, so there is no extra Financial Datasets seat to buy for it.
Is Delegmate made by Financial Datasets?
No. Delegmate is independent and is not affiliated with or endorsed by Financial Datasets. Financial Datasets is a trademark of its owner.
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All integrationsAdd your first teammate today
Sign in with your Google Workspace admin account. It takes a couple of minutes.
Financial Datasets is a trademark of its owner. Delegmate is not affiliated with or endorsed by Financial Datasets.