Data Foundations for AI Agents & Reports
Establish a robust data foundation that powers both AI agents and sophisticated reporting with this essential three-course learning path. Start by mastering Quick Connectors to rapidly establish data flows from any provider using OAuth and API authentication methods, then learn to organize and structure your accounts with proper groupings for roll-up reporting and collective analysis. Finally, advance to Data Cloud mastery where you'll clean, organize, and transform your data using AI-powered tools, custom views, and SQL transformations. This progressive curriculum takes you from basic data connections to advanced data management, ensuring your datasets are perfectly structured and AI-ready for maximum platform effectiveness.
Estimated Time Commitment: 1 Hour
Building Data Stories with the Template Builder
In this course, you'll master all the tools required to tell a great data story. Leveraging pre-made templates and widgets, naming, duplicating, customizing and styling templates, and everything there is to know about all the widget types (header, image, scorecard, chart, table, etc.)
Estimated Time Commitment: 1 Hour
Creating & Managing Reports
The Reporting concept provides the information needed to turn your templates into polished reports. From scheduling the data pulling, the report generation, automating the sending of reports, through configuring email details, and annotating and managing reports. This concept covers it all.
Estimated Time Commitment: 20 Minutes
Creating & Managing Dashboards
Transform your NinjaCat templates into interactive, branded dashboards that clients can explore in real time. This learning path teaches you to build dynamic profiles, assign them strategically to the right accounts, and control visibility of irrelevant pages—all while preserving profile integrity. You’ll also learn flexible sharing methods, including user invites, multi-account access, and auto-login URLs, enabling seamless access for clients. By the end, you’ll be able to deliver secure, self-navigable data experiences that go beyond static reporting and strengthen your client relationships.
Estimated Time Commitment: 20 Minutes
Agency Setup & management in NinjaCat
Estimated Time Commitment: 1 Hour 45 Minutes
Budget Management with Shape
Estimated Time Commitment: 2 Hours
Interact with Your Data Using AI Agents
This Learning Path that takes you from AI agent novice to expert practitioner within the NinjaCat platform. Starting with foundational agent creation using Bob, the conversational builder, you'll progress through advanced features like triggers, webhooks, and MCP server integrations that connect your agents to external platforms. The path culminates with sophisticated multi-agent architectures using sub-agents, where you'll learn to orchestrate specialized AI assistants that work together to handle complex, multistep workflows. Through real-world examples and hands-on practice, you'll master the art of transforming raw marketing data into intelligent automation systems that provide consistent, expert-level analysis and recommendations across your entire digital marketing ecosystem.
Estimated Time Commitment: 30 Minutes