What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Track private equity data with iLevel
Example
"Get portfolio company performance report from iLevel"
Memory Recall
Monitor fund data updates and capital call logs.
Example
"Retrieve quarterly valuation updates and capital distribution logs in iLevel."
Instant Reaction
Instant Reaction
Example
Notify investment team when a critical metric update fails in iLevel.
"Alert if portfolio valuation fails to sync."
Autonomous Routine
Example
Monitor fund update frequency, validation rules, and sync status.
"Send end-of-day metric update log."
Agent-Initiated Action
Example
Retry sync or flag discrepancy for financial review.
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Salesforce
Track investor data
Google Sheets
Log performance updates
Slack
Alert finance on key movements
Try It with Your Agent
Example Prompt:
"Pull quarterly investor updates from iLevel and log to Sheets with alerts on performance dips."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect iLevel in Fastn UCL: Navigate to the Connectors section and select iLevel, then click Connect.
2
Authenticate using your iLevel credentials.
3
Enable “get_portfolio_data” and “update_valuation” in the Actions tab.
4
Use the AI Agent to access fund performance and reporting.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
