A monthly sales report delivered by email

The sales leader trusted the monthly report the AI assistant wrote, but still copied it into an email by hand every month. We built a connector that lets the assistant send the finished report by email, with a log of every run and delivery and a dashboard to see them.

Financial services firmSales reporting

Where they started

The sales leader already trusted the monthly report the AI assistant wrote, but the assistant had no way to send it, so every month the report was copied into an email by hand.

What we built

We kept the report exactly as it was and built the delivery around it.

  • A connector that lets the assistant send a finished report by email.
  • A log of every report run and every delivery.
  • A dashboard with reports, runs, deliveries and recipients.
  • Sign in by email link, limited to the team.

How it runs

Each month the assistant sends the finished report by email, and every run and delivery shows on the dashboard, where the sales leader manages who receives it.

Inside the workflow

Select any part of the map to see what it reads, what it writes and who approves the result.

Sales report

A monthly report written from CRM data and delivered by email, without anyone copying and pasting it.

Runs onEvery month
Owned byThe sales leader
LogEvery run and delivery
Moving lines show which way information flows

How the workflow runs

1

The monthly run starts

The report run starts and is logged.

2

The report is written

The assistant writes the report from the month’s CRM data.

3

It is delivered

The email goes out and delivery is confirmed.

4

It shows on the dashboard

The team sees each run, and the sales leader manages who receives the report.

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