Write findings and monthly letters
Written reports and templates, private until you share a link.
Alongside the data reports, each client has a Reports page for writing: findings, write-ups and monthly letters, written here or saved by an agent through the API, MCP server or the in-app Assistant.
Saved reports are private to the agency. Turn on a Share link and anyone with the link can read it; turn it off and the link stops working.
Report templates are the house brief for a kind of report — name, audience, tone and sign-off. Agents follow them too, so a monthly update reads the same whoever (or whatever) drafted it.
A shared written report has a preview card, so the link looks right when it's pasted into email or chat.
Updated