A weekly board report and release notes for a European software company
A European software company's weekly board report and customer release notes, written automatically.
- Sector
- A software company
- Country
- Europe
- Status
- Live
The problem
Someone pulled customer numbers from several tools and laid out the board report by hand. Every release needed customer notes written from a long list of work items.
What we built
A weekly board report and release notes, both written automatically. Both are live.
How it works
- Each week the system pulls deals, shipped work and usage into one section per customer, with charts.
- The team edits each customer's notes on a review page, and a designed PDF goes to the board.
- For a release, the agent sorts the work items into new features, fixes and internal-only work, then writes the customer notes.
- A product manager approves, and the support team publishes the help article by hand.
Where a person checks
The team edits each customer's notes before the board report goes out. For release notes, the product manager and then the support team check before customers see anything.
Go deeper
The same build in the library
- AI agentSee what changed
Weekly board report
Monday's board report built from your CRM, work tracker and product numbers, as a designed PDF.
- Your CRM
- Jira or Linear
- Google Drive
- +1
- AI agentKeep clients happy
Customer release notes writer
Name the release and get customer-ready notes, with internal-only work stripped out, ready for review.
- Jira or Linear
- Google Drive
- Slack
- +1
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Next step
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- Automations deployed
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- Live clients in
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- Kickoff to live
- 2 to 4 weeks
- Code and data
- Yours
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