Automated Daily Sales Reports That Inspire Your Team

Transform Monday.com data into personalized performance emails delivered automatically each morning. Your sales team gets real-time client counts, bonus progress, and motivational insights without manual work.

PROBLEM

Sales Managers Spend Hours on Manual Reporting

Pulling data from spreadsheets, calculating monthly totals, and writing individual performance summaries wastes valuable time every single day. Your team misses real-time visibility into progress toward bonus targets, and motivation suffers without timely recognition.

SOLUTION

How It Works

AI-Powered Automated Email Generation

Eliminates manual report creation by automatically pulling live data from Monday.com and generating personalized emails for each salesperson. Your team receives perfectly formatted performance summaries every morning without any human intervention required.

Real-Time Client Count and Bonus Progress Tracking

Automatically calculates paid clients for the current month and displays progress toward bonus targets in each email. Salespeople see exactly where they stand and what they need to achieve, creating instant motivation and accountability.

Fully Customizable Workflow and Easy Adjustments

Change email schedules, message text, bonus thresholds, or data columns anytime without rebuilding the entire automation. Clear documentation makes it simple for anyone to maintain and update the system as your business needs evolve.

PROCESS

From kickoff to launch in weeks, not months

01/ Discovery

Week 1

We audit your workflows and interview you to extract your subject matter expertise. Your AI delivers excellent work because we train it on your expertise.

02/ Development

Week 2

We build your custom AI at startup speed, using our own AI. We run evaluations to ensure quality and consistency.

03/ Testing

Week 3

Your team deploys the AI and gives feedback. We polish and provide full documentation.