AI Agent for Report Generation — Built for Figma
Automate Report Generation for teams using Figma. DeskFerry agents handle the workflow end-to-end — no code, set up in minutes.
Weekly scorecard generated. Notion doc + Slack digest sent:
Meeting notes
- • Pipeline: $4.2M (+12% WoW) · Closed-won: $812K vs. $700K target.
- • Top risk: Northwave deal slipping to Q3 ($140K).
- • Bright spot: 6 inbound demos from the LinkedIn launch — 4 ICP fit.
How does Figma work for Report Generation automation?
Figma works for Report Generation automation by powering a DeskFerry agent that runs the workflow end-to-end inside your existing tools — no code, no custom build.
- 01
Trigger fires
The agent connects to Figma alongside the other apps your team already uses, watches for the triggers that matter for Report Generation, and takes the next step on its own while keeping a complete audit trail for review.
- 02
Pull pipeline data from @Salesforce
Generate comprehensive reports from multiple data sources with a single trigger.
- 03
Compile the exec scorecard
Teams typically see weekly → On-demand pulled straight from source data once the agent is in production.
- 04
Post it in @Slack
You stay in control: every action is logged, confidence thresholds are configurable, and anything ambiguous is queued for a human instead of being silently auto-completed.
- 05
You approve
Anything under your confidence bar waits for a human.
How you tell it what to do
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1Pull pipeline data from @Salesforce
- 2Compile the exec scorecard
- 3Post it in @Slack
How it connects
Connect Figma. The agent does the rest.
Claude and ChatGPT are already running on our side. You connect Figma with one click, and report generation runs inside it.
Claude and ChatGPT run on our keys. Nothing for you to configure.
- FigmaConnect
- SalesforceConnect
- SlackConnect
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What Figma + DeskFerry can do
Real Figma actions your AI agent can perform automatically — no manual work required.
Add a comment to a file
Posts a new comment to a figma file or branch, optionally replying to an existing root comment (replies cannot be nested); `region height` and `region width` in `client meta` must be positive if defining a comment region.
Add a reaction to a comment
Posts a specified emoji reaction to an existing comment in a figma file or branch, requiring valid file key and comment id.
Create a webhook
Creates a figma webhook for a `team id` to send post notifications for an `event type` to a publicly accessible https `endpoint`; an initial ping is sent unless `status` is `paused`.
Create dev resources
Creates and attaches multiple uniquely-urled development resources to specified figma nodes, up to 10 per node.
Create, modify, or delete variables
Manages variables, collections, modes, and their values in a figma file via batch create/update/delete operations; use temporary ids to link new related items in one request and ensure `variablemodevalues` match the target variable's `resolvedtype`.
Delete a comment
Deletes a specific comment from a figma file or branch, provided the authenticated user is the original author of the comment.
Delete a reaction
Deletes a specific emoji reaction from a comment in a figma file; the user must have originally created the reaction.
Delete a webhook
Permanently deletes an existing webhook, identified by its unique `webhook id`; this operation is irreversible.
Delete dev resource
Deletes a development resource (used to link figma design elements to external developer information like code or tasks) from a specified figma file.
Detect background
Detect background layers for selected nodes. uses geometric analysis, z-index ordering, and visual properties to identify potential background layers.
Pipeline: $4.2M (+12% WoW) · Closed-won: $812K vs. $700K target.
Fields extracted and validated; assignee notified in Slack.
Held for review — one value fell under your confidence bar.
Human in the loop
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Governance
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Agent2:47 PM
Updated Notion · Weekly exec scorecard with the result.
- Agent2:46 PM
Applied your rule and recorded the result.
Reason: All required fields matched with high confidence.
- Agent2:45 PM
Wrote the record for Exec scorecard · Week 11.
- Agent2:44 PM
Read the transcript and extracted action items.
- Agent2:30 PM
Triggered by call end event in Granola.
How it works
Get started in three steps
Step 01
Connect Figma
Authorize Figma and DeskFerry syncs your lists, campaigns, and analytics data in minutes.
Step 02
Build Campaign Automation
Create AI-driven workflows triggered by Figma events — new subscribers, email opens, or campaign milestones.
Step 03
Optimize & Measure
AI continuously optimizes your Figma campaigns while tracking engagement, conversions, and ROI.
Start automating Report Generation for Figma
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
Can I test Report Generation automation with Figma before going live?
Yes. You can run Report Generation workflows in test mode using sample Figma data before activating on live records. This lets you verify every Report Generation rule works correctly with your Figma setup before processing real data.
How does DeskFerry automate Report Generation directly inside Figma?
DeskFerry connects natively with Figma to handle the full Report Generation workflow. The AI agent monitors Figma events, processes Report Generation tasks automatically, and writes results back to Figma — no copy-pasting or tab-switching required.
Can I customize which Figma events trigger Report Generation actions?
Yes. You define exactly which Figma events start Report Generation workflows — new records, status changes, messages, or custom triggers. Each trigger can have conditions so Report Generation actions only fire when your specific criteria are met in Figma.
Can I run multiple Report Generation workflows with different Figma triggers?
Yes. You can create parallel Report Generation workflows that respond to different Figma events or conditions. For example, one Report Generation flow for new Figma records and another for updated ones — each with independent rules and actions.
What kinds of Report Generation can the agent produce for Figma?
The agent assembles operational reports, executive dashboards, client deliverables, and the figma-specific reports your business runs — pulling data from every connected system and applying your formatting standards consistently.
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