AI reports
- Price
- from $1,500
- Timeline
- 1–3 weeks
- Experience
- 100+ projects · 10+ years · 9+ countries
Plain-language daily sales and marketing summaries — in Slack, Telegram or email
- Telegram
Our usual stack. We bring in other tools when the task or the project calls for it.
Nobody opens the dashboard every day, but everyone reads the team chat. An AI report recaps the essentials every morning: what changed, what grew, what dropped and what to look at.
The model works on top of your CRM and ad data, and every number in the report comes from the database, not from the model.
What we do
- A set of metrics and thresholds worth flagging
- Daily and weekly summaries in Slack, Telegram or email
- Explanations of changes grounded in the data
- Links to the dashboard for details
- Accuracy checks of every number
When a dashboard isn't enough
We built a dashboard, but people open it once a month
We move the essentials into a team chat message: a few points with numbers and a link to the right chart for anyone who wants to dig deeper.
We see the numbers but don't know what to do about them
The model compares metrics with the previous period and the plan, looks for the cause by channel, rep and stage, and says where to look.
The report lists everything and the important bits get lost
We set a normal range for each metric; the report mentions it only when it leaves that range. On a quiet day the summary is two lines.
The morning stand-up is spent recapping yesterday's numbers
The summary arrives before the workday starts, so the team discusses what to do about the numbers, not what they were.
Our analyst spends a whole day writing the weekly report
A database query does the math and the model only writes up the findings. The analyst reviews finished text instead of drafting it.
Who AI reports are for
A good fit if
- You have CRM and ad data, but the team rarely looks at it on its own
- Your team lives in Slack or Telegram and wants the numbers there too
- The owner needs regular takeaways without a dedicated analyst
- You already have a dashboard and want people to actually use it
Not a fit if
- Your data is scattered and not in one database — start with dashboards and reporting
- You need a one-off deep dive into the data, not a daily summary — let's scope it as a separate task
The essentials, no dashboard needed
Signals, not noise
The summary includes only what crossed a threshold: a sharp rise, a drop or deals that got stuck.A reason to act
Each summary ends with what deserves attention today, with a link to the relevant report.Plain language
No tables or jargon: even people who never open dashboards get it in a couple of minutes.
How we work
- 01
Which numbers matter
1–2 daysWe agree on who gets the summary, at what time, and which metrics and swings it should flag.
You get A daily summary mockup with metrics and recipients - 02
Connecting sources
2–5 daysWe connect your CRM, ad accounts and analytics and check that yesterday's data arrives in full.
You get Configured data feeds for the summary - 03
Summary copy
1–3 daysWe set up the AI to explain the numbers in plain words, compare them with the previous period and point out anomalies.
You get A summary template and AI instructions you can edit - 04
Trial sends
1–3 daysFor a few days the summary goes only to you, and we check every number against its source.
You get Verified trial summaries and corrected wording - 05
Scheduled launch
1–2 daysWe turn on the daily send to Slack, Telegram or email plus an alert when data fails to arrive.
You get A scheduled summary and a 3-month bug warranty
What we need for the first summary
- The metrics management checks first
- Normal ranges: how big a swing should raise a flag
- Access to the database or CRM the numbers come from
- The chat or mailing list for the report, and a delivery time
- A sample of the report someone writes by hand today
A call about your metrics
In a free 30-minute call we figure out who reads the report and what decisions they make from it. Then we send a summary outline, a timeline and an estimate.
Nobody opens
the dashboard?
Your team gets a short morning recap in Slack, Telegram or email: what changed, what dropped and what to look at — every number pulled from the database.
The database computes the numbers, the model only describes them. We check that every figure in the report matches the source.
From $1,500. The total depends on whether you already have a database with your data or we need to build one, the number of sources, how many roles get their own report and the delivery channels: Slack, Telegram or email. We send an exact estimate after a call.
You need a database with your data. If you don’t have one, we build it along with the reports.
Yes: the big picture for leadership, channels for marketing, pipeline and reps for sales.
In your database. The model only receives an aggregated summary, no customer personal data.