Microsoft Power BI Connector
The ShareBuilder Assistant is expanding its analytics ecosystem with a new Connector that brings Microsoft Power BI directly into the Assistant Skills platform. With the Microsoft Power BI Connector, media teams can connect reporting, dashboards, and business intelligence to automated workflows, so insights turn into action faster.
About Microsoft Power BI
Microsoft Power BI is a business intelligence platform for connecting to data, building reports, visualizing performance, and sharing insights across an organization. It provides a unified, scalable environment for both self-service and enterprise analytics.
For media organizations, Microsoft Power BI often plays an important role in revenue reporting, campaign performance analysis, pacing visibility, forecasting, operational dashboards, and leadership reporting.
This is the Microsoft Power BI Connector
The Microsoft Power BI Connector brings analytics-driven workflows directly into your Assistant Skills so dashboards and reports can become part of live operational execution. Instead of treating reporting as something teams only review after the fact, the Assistant can help turn key metrics and business signals into next steps.
Turn insights into action
Reports are valuable when they lead to movement. With Microsoft Power BI connected, Skills can help teams respond when data shows that something needs attention.
That can include workflows like:
- Alerting sellers when pipeline activity falls behind
- Notifying managers when pacing or delivery needs review
- Triggering follow-up when campaign performance crosses a threshold
- Escalating revenue risks surfaced in reporting
- Creating tasks from operational dashboard signals
This helps move teams from passive dashboard review to coordinated action.
Connect reporting to revenue workflows
Microsoft Power BI becomes more useful when it is connected to the systems where work actually happens. The Assistant can combine reporting signals with ShareBuilder CRM, Pricing, Data Enrichment, and other connectors to determine what should happen next.
A Skill could use reporting context to notify the right team, create a task, update a record, launch a review process, or prepare a recommendation for a manager.
Instead of asking teams to interpret every dashboard manually, the Assistant can help route the right action to the right person.
Close the loop between analytics and execution
Business intelligence should not be disconnected from day-to-day operations. With the Microsoft Power BI Connector, Skills can help close that loop by connecting performance data to the workflows that manage sales, pricing, fulfillment, and customer follow-up.
That makes Microsoft Power BI a strong fit for use cases like:
- Revenue and pipeline monitoring
- Campaign pacing workflows
- Delivery exception alerts
- Forecast review processes
- Leadership visibility and escalation
- Operational reporting tied to follow-up
The result is a stronger connection between what your dashboards show and what your teams do next.
Support AI-assisted analysis and recommendations
Microsoft Power BI data can also support custom AI Agents inside Assistant Skills. The Assistant can use reporting context alongside CRM activity, pricing details, and operational signals to summarize what changed, explain why it matters, and recommend the next step.
This gives teams more than another alert. It gives them context and direction.
Assistant Skills
Skills are the workflows you train the ShareBuilder Assistant to run for your team. Create a Skill and the Assistant executes playbooks, coordinates processes, updates systems, and communicates across platforms automatically.
Availability
ShareBuilders plans to offer Assistant Skills in a limited beta preview to select customers in early Q2 2026, followed by broader availability shortly thereafter. Assistant Skills will be sold as a standalone product with predictable pricing using a single flat fee rather than per-step, per-user, or per-workflow charges.
For more information
To learn more about ShareBuilder Assistant Skills, request beta access, or discuss adding your application to the Skills Connector Marketplace, visit ShareBuilder Assistant Skills or contact ShareBuilders at chris.koller@share-builders.com.
About ShareBuilders
ShareBuilders delivers a media-focused sales platform that includes Pricing, CRM, Data Enrichment, and workflow automation. Built specifically for media organizations, ShareBuilders helps teams manage pipelines, activity, and performance with secure cloud access and mobile tools designed for sellers on the go.
