Weekly board report
Monday's board report built from your CRM, work tracker and product numbers, as a designed PDF.
What changes
Today
Every Monday someone pulls customer numbers from three tools, takes screenshots and lays out a report by hand.
With the agent
The system pulls deals, shipped work and usage into one section per customer with charts. The team adds their notes on a review page and a designed PDF goes out.
How it works
- The team fills in a short form with each customer's stage.
- The system pulls deals from the CRM, shipped work from the tracker and usage numbers.
- The agent builds one section per customer, with charts.
- The team edits the notes, and a designed PDF is saved and emailed to the board.
Keep looking
More like this
- AutomationSee what changed
Client report builder
Pick a client and a date range, press Start, and get the report as a page, a PDF and a share link.
- Google Ads
- Meta Ads
- Google Analytics
- +1
- AutomationSee what changed
Client results dashboard
One page per client showing leads and sales against spend, updated on a schedule.
- Google Ads
- Meta Ads
- Google Search Console
- +1
- AI agentSee what changed
Campaign results summary
After each send, the numbers and a short note on what worked and what to change, in one place.
- HubSpot
- Google Sheets
- Gmail
Next step
Seen one you want?We'll build it around your team.
Book a 30-minute call. We look at how your team works, pick where an agent helps first, and build it. You own what we build.
- Automations deployed
- 100+
- Live clients in
- AU / SG / VN / ID
- Kickoff to live
- 2 to 4 weeks
- Code and data
- Yours
You own everything we build. No lock-in.
Not ready for a call? Request a free AI audit.