Turn scattered numbers into plain-English updates.

Bring weekly numbers, CRM exports, booking reports, or spreadsheet data into a report your team can actually use.

Inputs

Start with the data you already have

Use spreadsheets, exports, forms, booking tools, CRMs, or a simple weekly input before deeper integrations.

Sheets and AirtableCRM exportsManual fallback

Summary

Generate plain-English wins, risks, anomalies, questions, and suggested next actions for the business.

Wins and risksTrend notesAction list

Delivery

Deliver reports by email or internal channel, then improve the format based on what the owner actually reads.

Weekly emailTeam handoffCare plan improvements

Example workflow

The workflow pulls simple numbers, creates a summary, flags what changed, and sends a concise update.

Data sourceAI summaryRisks and winsWeekly report

What it includes

Sheets, Airtable, CRM exports, booking reports, ads exports, or a simple weekly form.

Wins, risks, anomalies, changes, and recommended next actions.

Weekly email or internal handoff, with format improvements as the team uses it.

Best fit

The first version can start with exports or simple manual inputs before deeper data integrations are added.

Get started