How does it know which metrics to show?

Account manager configures per client: show DAU/MAU/revenue to this client, different metrics to that one. Reports auto-adapt.

Can it work real-time or only batch?

Default batch (daily/weekly). But for critical metrics can do real-time: alert if revenue drops > 20%, so AM notices immediately.

Can it integrate with Slack for quick access?

Yes. Reports sent to email and/or Slack. Slack summary + full report in email. Quick-access dashboard in Slack available.

What if data in different systems contradicts?

Agent sees contradiction and can flag in report: 'Salesforce shows X, but Analytics shows Y, here's why.' Or notes which source is authoritative.

Can it create video reports or just text?

Main format = beautiful emails/charts. But optionally agent can create video summary (if video service integration exists) or embed YouTube videos with insights.

Can it suggest actions based on trends?

Yes. If retention falls → agent can suggest 'here's why, try this.' Or 'engagement growing, keep going this direction.'

AI client reporting: automatic dashboards and letters

Client reports: pull data from systems and send beautiful emails

Q: Can it collect from Russian systems (1C)?

Yes, if API exists. 1C, Salesforce RU, local analytics — agent connects via API. If no API → upload monthly export to Google Sheets, agent parses from there.

Agent collects data from CRM, analytics, accounting, creates personalized reports per client with metrics, trends, achievements, sends via email/Slack on schedule (weekly, monthly). Russian and English. $19/mo.

Launch AI client reporting: automatic dashboards and letters

366k+⭐ OpenClaw on GitHub

<5minutes to launch

Sound familiar?

What's eating your time

Reports created manually: PM gathers data from systems, builds presentation, sends to client, month-long work

Data out of sync: one number in Salesforce, another in analytics, client asks 'what's true?'

Clients don't see progress: don't know what achieved, if spending money effectively

No personalization: same report for all clients, doesn't account for each one's needs

Capabilities

What your AI agent can do

Collect data from multiple systems

Agent connects to CRM (Salesforce), analytics (Mixpanel, Google Analytics), accounting (1C), gathers client metrics: revenue, user count, engagement, achievements. Consolidates to single source of truth.

Personal dashboards and metrics

Each client gets dashboard with metrics that matter TO THEM: SaaS → DAU/MAU, revenue/churn. B2B service → throughput, quality. Not universal report, custom per client.

Beautiful reports and emails

Agent formats data into beautiful email with charts, trends, achievements ('this month: +20% engagement'), insights ('why this rose'), recommendations ('next focus on X').

Regular scheduled sending

Agent sends reports on schedule: weekly, monthly. Client knows when to expect. If something critical → extra alert email ('revenue dropped 30%, here's why').

Trend analysis and recommendations

Agent doesn't just show numbers, but analyzes: 'Engagement growing but retention falling — users losing interest?' Suggests next steps (focus on feature X, try Y).

Works with your tools

Salesforce

Google Analytics

Mixpanel

Slack

How it works

Get started in a few steps

Select metrics for reports

Account manager picks which metrics to show each client: revenue, user count, engagement, quality, ROI. Different clients = different metrics.

Agent auto-collects data

On schedule (daily, weekly) agent connects to CRM, analytics, accounting, gathers latest data. Consolidates to single base.

Create personal report

Agent creates report for each client: shows their metrics, trends (growing/falling), achievements ('this month +X'). Analyzes: 'Why did this change?'

Format and send email

Agent formats into beautiful email (or Slack): charts, highlights, recommendations. Sends on schedule (Tuesday 10am, e.g.).

Follow-up and alerts

If something critical happens (revenue dropped, engagement spike) → agent sends extra alert email. AM can respond quickly. Data always current.

FAQ

Frequently asked questions

Yes, if API exists. 1C, Salesforce RU, local analytics — agent connects via API. If no API → upload monthly export to Google Sheets, agent parses from there.

account-manager cfo AI client onboarding: checklists and automation Automated CRM updates from sales calls

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