Your AI builds a quarterly health report that highlights key numbers and gives suggestions, then emails it to you.
Key Facts
- 1AI gathers data from CRM, calls, chat, and website analytics
- 2You can schedule the report weekly, monthly, or quarterly
- 3Choose which sections to include — leads, deals, calls, content, and more
- 4The report is sent as a PDF or HTML email with simple charts and AI tips
The Problem
Running a small business means juggling many numbers — leads, deals, calls, and website performance. Without a single view, it's easy to miss trends or forget to act on missed opportunities.
The manual work of pulling data, writing summaries, and sending emails takes hours each quarter and often results in outdated or incomplete reports.
How It Works
The platform lets you create a simple command like “Send me a quarterly health report every 3 months”. The AI then pulls the latest data, builds a clear summary, and attaches it to an email or PDF.
You set the schedule once, pick the sections you want, and the system handles the rest — no spreadsheets, no extra software.
What It Means for You
Get a clear picture of your business health without spending a day in Excel. Spot rising lead volumes, see which deals are stuck, and receive AI‑generated suggestions on what to do next.
Because the report is delivered to your inbox, you can review it on any device and share it with your team instantly.
Getting Started
Log into the admin panel, choose “Create Report Agent”, give it a name, and set the schedule (e.g., every quarter on the first Monday). Select the data sections you need and turn on email delivery.
Once saved, the AI will start generating the report automatically. You can preview it anytime or trigger it manually if you need an early look.
Frequently Asked Questions
How often can I receive the report?
Can I customize which data appears in the report?
The Bottom Line
The AI‑powered quarterly health report gives you a single, easy‑to‑read snapshot of your business performance and actionable tips, all delivered automatically. It saves you time, reduces errors, and helps you make smarter decisions without extra work.