No new dashboards or processes. The reporting agent pulls from Speed-to-Lead, Nurture, Reactivation, and Docs and posts where your team already looks — Slack daily, email weekly, real-time alerts on every deal-stage change.
Posts every morning at the client's local time with the previous day's pipeline movement so the team starts the day aligned.
A clean owner-ready email recap landing every Monday with the metrics that drive the business — no dashboard login required.
The moment something changes, your team knows. No polling, no refreshing — events fire to Slack within seconds.
Live alerts can also fan out to ClickUp tasks and Microsoft Teams Adaptive Cards — same event, multiple destinations.