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AI Reporting Agent

Get AI-generated monthly reports with insights, trends, and recommendations.

Overview

The AI Reporting Agent automatically generates comprehensive monthly reports analyzing your investor pipeline, scoring trends, pipeline movements, and reply sentiment. Each report includes actionable recommendations.

Report Contents

  • Pipeline Insights: Analysis of pipeline health and trends
  • Scoring Trends: Changes in fit scores over time
  • Pipeline Movements: Status changes and conversions
  • Reply Sentiment: Analysis of email reply sentiment
  • Top Prospects: Highlighted high-fit prospects
  • Recommendations: AI-generated actionable next steps

How to Access

Monthly reports are automatically generated and available in the Reports section. You can view reports for any month and download them as needed.

Plan Requirements

AI Reporting Agent is available on Premium plan only.