Is the data real-time?

The brief is written from the records in your workspace when you run it.

Which module is this part of?

AI Agent Reports is part of AI Agent Reports. Modules are sold separately or in the Full CRM bundle; see the pricing page for current prices.

AI, Automation & Reports

AI Agent Reports

Executive briefs for the CEO, sales manager, HR, support and finance, written from your workspace data. AI Agent Reports produce short role-based briefs: CEO, Sales Manager, HR, Support and Finance. Each one summarises what changed and what needs attention.

Start free trial Book a demo

Last updated 11 October 2026

Who it is for

Owners and department heads who want a summary before they open the detailed reports.

Part of the AI Agent Reports module. See plans and modules

How it works, step by step

Open AI Agents, pick a report and run it. The brief is generated from the records in your workspace at that moment.

Turn on AI Agent Reports.
Open AI Agents.
Pick CEO, Sales Manager, HR, Support or Finance.
Run the report and read the brief.

What you get

CEO brief
Sales Manager brief
HR brief
Support brief
Finance brief
Run on demand

What it connects to

Getting set up

Turn on the AI Agent Reports module and run a report from the AI Agents page.

AI Agent Reports: questions and answers

Which briefs are there?: CEO, Sales Manager, HR, Support and Finance.
Is the data real-time?: The brief is written from the records in your workspace when you run it.
Which module is this part of?: AI Agent Reports is part of AI Agent Reports. Modules are sold separately or in the Full CRM bundle; see the pricing page for current prices.

See AI Agent Reports on your own data

Start a free trial, or book a demo and bring one real workflow.