Easily generate professional, client-facing reports from your ongoing agency tasks.

• Smart Filtering: View all active tasks across your agency and filter by client, stage, assignee, or status.

• AI-Powered Summaries: Select any combination of tasks and click “AI Report” to instantly generate a structured report.

• Report Structure: Automatically includes:

  • Overview – A snapshot of what’s going on.

  • Updates – Key progress and status changes.

  • Highlights – Major wins or milestones.

  • Blockers – Issues or delays that need attention.

  • Conclusion – Next steps or summary takeaways.

• Custom Instructions: Add your own context or questions to tailor the report tone or focus.

• Client-Ready: Edit the report in a rich text editor and export it as a PDF to share with your clients.

✋ Remember to give us your feedback so we can improve this new feature!