1
Connect Data Sources
Link the tools your data lives in — CRM, analytics, project management, spreadsheets, and more.
Manual Reporting Is Obsolete
Teams spend 5-10 hours per week manually gathering data from multiple tools to compile reports that could be automated.
Weekly status reports require pulling data from 5+ different tools manually
Report formatting and layout consume hours that could be spent on analysis
Data is stale by the time the report is compiled and distributed
Different team members report in different formats making aggregation painful
Ad-hoc report requests from leadership disrupt planned work
Automated Reporting Intelligence
Multi-Source Data Pull
Personal AI Assistant automatically collects data from your CRM, project tools, analytics, and spreadsheets into a single report.
Formatted Output
Reports are formatted in your preferred template with charts, tables, and narrative summaries.
Scheduled Delivery
Set it and forget it — weekly, monthly, or quarterly reports delivered to your inbox or Slack on schedule.
Ad-Hoc Reports
Need a custom report? Ask Personal AI Assistant in plain English and get it compiled in minutes, not hours.
How It Works
Report Automation in 3 Steps
2
Define Report Templates
Tell Personal AI Assistant what data to include, how to format it, and when to deliver. Use plain English or start from a template.
3
Get Reports Automatically
Reports arrive on schedule with current data. Focus on insights and action, not data gathering.
Frequently Asked Questions
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