Operations Agent
Reporting Agent
A Reporting Agent connects to your CRM, ad platforms, analytics tools, and spreadsheets — generates daily and weekly business reports with written commentary — and delivers them on schedule. No one opens a spreadsheet.
Starting at
₹1L–2L setup + ₹15k/mo $2k–4k setup + $300/mo Built For
Marketing agenciesE-commerceSales teamsOperations teamsFounders
Integrations
Google SheetsGoogle AnalyticsMeta AdsHubSpotZoho CRMSlack
FAQ
Common questions about Reporting Agent.
What reports can it generate?
Daily: sales pipeline, ad spend, website traffic. Weekly: performance vs targets, team activity, client reports. Monthly: revenue report, channel performance, board prep decks.
Where does it pull data from?
Google Sheets, Google Analytics, Meta/Google Ads, HubSpot, Zoho CRM, Shopify. Pulls live data at report time — no manual exports.
What format are reports delivered in?
Email with inline summary + PDF. Or pushed to a Slack channel. Or written to a Google Slide deck for client reports.
Can it include written commentary?
Yes. For each metric, the agent writes a 1-sentence interpretation: 'Ad spend was ₹85k this week, down 12% vs last week, but CPL improved from ₹320 to ₹290 — lower budget, higher efficiency.'
What if data is missing or a source is down?
The report is generated with available data and a note is added. You're never left with a blank report.
Deploy Reporting Agent for your team.
Book a 30-minute discovery call.