PDF, branded, sent on the 1st.
Every month on the 1st, a PDF lands in your client's inbox, executive summary, key metrics, charts, recommendations. Built from live data, signed off by the AI, branded with your logo.
If you manage 5 clients, you spend 1-2 days every month assembling reports, pulling numbers from 5 tools, building charts in Slides, writing the exec summary. Reports take longer than the work they describe. We fix that.
3 paragraphs at the top: what happened, what worked, what to fix. Written by the AI in your voice (custom prompt per workspace if needed).
The 6-8 metrics that matter for this client, with delta vs previous period. Configurable per workspace.
One section per active connector. Paid social, paid search, SEO, revenue, only the ones your client actually uses.
The same items as the weekly proactive insights, rolled up for the month with explicit next-step actions.
PDF is rendered server-side via Playwright (Chromium headless). Templates use Handlebars and a constrained component library so the AI can never inject HTML it shouldn't. Each report is stored encrypted; clients access via signed URL with 7-day TTL.
Spin up your first report from current month data in 2 minutes.
Start the free trial