Generate professional reports instantly with AI. Transform data into insights with automated analysis and customizable templates.
Easy as one, two, three.
Describe your agent
Ask Lindy what to do and watch it build your Agent in minutes.
Connect your apps
Hundreds of integrations available.
Let AI do the work
Give custom instructions to your agent, all in natural language.
Use-cases
Save hours on report creation
Reduce report preparation from days to minutes with automated data gathering, analysis, and formatting, enabling teams to focus on strategic decisions and increasing productivity by up to 80%.
Eliminate costly human errors
Achieve 99% accuracy in your reports with automated error detection and data validation. Prevent expensive mistakes from miscalculations, typos, and data entry errors that damage business credibility.
Make real-time business decisions
Access up-to-the-minute insights through live data analysis and instant report generation. Shorten time-to-decision, detect anomalies earlier, and act on emerging opportunities.
Scale reports without hiring
Handle growing data volumes and report demand without hiring additional staff. Generate customized reports for multiple stakeholders at scale while maintaining consistent quality and processing speed.
Go paperless and sustainable
Reduce paper use and related emissions by 90% through digital-first reporting, meet sustainability targets and environmental regulations, and appeal to environmentally conscious customers and partners.
Learn more
Connect Sales Data
Connect sales data sources and schedule weekly syncs to refresh reports and keep metrics current.
Define KPIs
Automate weekly imports from all sales sources, normalize fields, and deduplicate records so dashboards reflect consolidated weekly sales.
Launch AI Generator
Map key fields, validate sample records, and schedule weekly syncs to ensure sales data aligns with reporting metrics.
Benefits
Instant weekly performance reports
Create a weekly performance report from sales data in seconds using an AI report generator, producing professional reports instantly so your team stays aligned without manual preparation.
Automated data collection, cleanup, and consolidation
Automatically pull data from your CRM, spreadsheets, and analytics tools, deduplicate records, fix date and currency formats, and roll up metrics, eliminating repetitive copy‑paste and reducing errors with automated analysis.
Customizable templates that scale
Start from customizable templates, such as executive summary, sales pipeline, and campaign ROI; save a brand-ready layout once and reuse it weekly or monthly for consistent, client-ready reports.
Built-in insights, variance flags, and visuals
Automated analysis identifies KPI trends, month-over-month (MoM) and year-over-year (YoY) changes, anomalies, top products, and regional drilldowns, then generates charts and concise commentary.
Auto-written summaries and next steps AI drafts takeaways, wins, risks, and prioritized action items tailored to selected KPIs, producing a concise narrative and recommended next steps for each weekly performance report.
Replace repetitive write-ups with AI-drafted takeaways, wins, risks, and prioritized action items tailored to your goals, so each report includes a concise narrative and clear recommendations without extra typing.
One-click scheduling and distribution
Schedule recurring reports, auto-export to PDF and slides, and deliver to email or Slack with permissioned links, ensuring stakeholders receive the correct report on schedule.
FAQ
How does an AI report generator create a weekly sales performance report from CRM, spreadsheets, and analytics data?
Connect Sales Data by linking CRM, spreadsheets, and analytics tools and scheduling weekly syncs; Define KPIs, timeframes, and segments; then Launch AI Generator to create and share a weekly performance report from sales data. Generate professional reports instantly with AI and transform data into insights with automated analysis and customizable templates.
Can an AI report generator automatically collect, clean, deduplicate, and consolidate sales data for accurate weekly reporting?
An AI report generator automates data collection from multiple sources, deduplicates records, standardizes date/currency formats, and rolls up metrics—eliminating repetitive copy‑paste and reducing errors with automated analysis for trustworthy weekly reports.
Which KPIs and insights should an AI report generator track in a weekly sales report (MoM/YoY variance flags, top products, regional drill-downs)?
An AI report generator surfaces KPI trends, MoM/YoY changes, variance flags, anomalies, top products, and regional drill‑downs—then adds auto‑generated charts, commentary, and AI‑drafted takeaways and next steps for clear recommendations in a weekly sales performance report.
How customizable are AI report generator templates for executive summaries, sales pipeline overviews, and campaign ROI reports?
An AI report generator provides customizable templates (executive summary, sales pipeline, campaign ROI) so teams can save a brand‑ready layout once and reuse the same design weekly or monthly for consistent, client‑ready reporting.
How does an AI report generator create a weekly sales performance report from CRM, spreadsheets, and analytics data?
One-click scheduling for recurring exports, automatic export to PDF or slide decks, and delivery via email or Slack using permissioned links and role-based access to restrict viewing and sharing.
How does an AI report generator handle data security, accuracy, and stakeholder permissions for weekly performance reporting?
Role-based access control and permissioned links restrict who can view, download, or share reports. Automated data workflows reduce manual handling and human errors, improving report accuracy and consistency for stakeholders.
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