Reporting and analytics Templates

Track competitor SEO rankings with AI insights

Monitor competitor keyword rankings weekly with Semrush and get AI-powered analysis delivered to Slack. Never miss a ranking shift again.

Send AI-powered deal alerts when HubSpot stages change

Get instant Slack alerts with AI analysis when deals move stages in HubSpot. Identify at-risk deals and coaching opportunities automatically.

Generate weekly pipeline health reports with Salesforce and AI

Get AI-powered pipeline analysis every Monday. Identify at-risk deals, forecast accuracy issues, and coaching opportunities automatically.

Generate weekly metrics reports with AI insights from multiple sources

Aggregate data from Stripe, Google Analytics, and HubSpot into an AI-analyzed weekly report. Get business insights delivered to Slack every Monday.

Generate monthly investor updates with AI from Stripe and analytics

Automate investor updates by pulling metrics from Stripe and Google Analytics. AI writes professional updates and sends via Gmail monthly.

Aggregate user feedback from multiple channels with AI analysis

Collect feedback from Intercom, Twitter, and emails automatically. AI categorizes themes and surfaces insights in a weekly Notion report.

Track burn rate and runway automatically with AI-powered alerts

Monitor your startup's financial health weekly. Get Slack alerts when burn rate spikes or runway drops below thresholds.

Track and prioritize feature requests with AI from support tickets

Automatically extract feature requests from Zendesk tickets. AI groups, prioritizes, and surfaces top requests in a Notion product backlog.