ReportBot — AI Business Intelligence Agent
ReportBot collects data from your key business tools (Stripe, Google Analytics, your CRM) every week and sends you a plain-English summary of how your business is performing — what's up, what's down, and what to focus on.
What is ReportBot?
ReportBot collects data from your key business tools (Stripe, Google Analytics, your CRM) every week and sends you a plain-English summary of how your business is performing — what's up, what's down, and what to focus on.
Most small business owners running into the problem this agent solves have tried one of three things first: hiring a part-time assistant (expensive, slow, doesn't scale), building their own ChatGPT workflow (takes hours every week to maintain, falls apart when the owner is busy), or just doing it themselves at 10pm after everything else (the burnout path). A productized AI agent replaces all three. You stop trading hours for output — the agent handles the repetitive parts, you keep the judgment calls.
The reason the done-for-you model works better than "here's a tool, good luck" is simple: configuration is the hard part. A generic AI tool can do this job too, in theory — but configuring it to match your voice, connect to your data, respect your edge cases, and keep running correctly takes real time. We do that setup for you, monitor it, and tune it as your business changes.
A typical customer starts with ReportBot after realizing the same repetitive work is eating 5–10 hours per week. Within the first month, most report getting that time back — and being genuinely surprised how much of their workload was "running on autopilot" work that never required their personal attention.
How does ReportBot work?
You onboard
After checkout, you fill out a short onboarding form describing your business, voice, and specifics the agent needs. Takes 10 minutes.
We configure
Connect your data sources (we support Stripe, GA4, HubSpot, and spreadsheets). We configure ReportBot to pull your KPIs every Monday and email you a clean, jargon-free business digest every Tuesday morning.
It runs
Your agent goes live. You review drafts or let it auto-run based on the rules we set with you. We monitor, tune, and report on performance monthly.
What does ReportBot include?
- Weekly automated business summary email
- KPI tracking (revenue, leads, traffic, conversions)
- Plain-English insights — no dashboards to learn
- Trend alerts when numbers change significantly
- Custom metrics per business type
- Monthly executive summary
- Dedicated PropelClick team monitoring
- Monthly performance report
- Cancel anytime, no contracts
Is ReportBot right for your business?
Best for:
- Business owners who know data matters but have no time to log into multiple dashboards. Ideal for anyone running a service business, SaaS product, or e-commerce store who wants clarity without complexity.
- Owners who want AI working in their business without spending weeks learning a new tool.
- Teams that value done-for-you execution over DIY flexibility.
Not ideal for:
- Businesses that need deep custom AI integration into proprietary software — that's custom development, not a productized agent.
- Teams that prefer full control over every detail and enjoy building their own automations.
- Pre-revenue startups looking for a magic growth lever — agents amplify existing processes, they don't invent demand.
How much does ReportBot cost?
- Weekly automated business summary email
- KPI tracking (revenue, leads, traffic, conversions)
- Plain-English insights — no dashboards to learn
- Trend alerts when numbers change significantly
- Custom metrics per business type
Cancel anytime. No contracts. No hidden fees.
Less than the cost of one hour with a consultant, every month.
Frequently asked questions
Stripe (revenue, MRR, churn), Google Analytics 4 (traffic, conversions), HubSpot (leads, pipeline), QuickBooks / Xero (P&L), and any plain Google Sheets you want included. We add others on request.
Dashboards require you to log in and interpret numbers. ReportBot emails you a plain-English summary: what went up, what went down, what to pay attention to. It's a written digest, not a UI you have to learn.
Standard: Tuesday morning (covering the prior week). Monthly executive summary arrives the first business day of each month.
Yes. We pull data using read-only API credentials, store only the aggregated summaries you see in your report, and never share your numbers with anyone else. You can revoke access anytime.
Yes. During onboarding we confirm your top 5–7 metrics. You can change them anytime as your priorities evolve.
Yes. Cancel and your integrations disconnect on the next billing date.
Ready to put ReportBot to work for your business?
Setup in 3–5 business days · Cancel anytime · Dedicated team support
Get started with ReportBot
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