Scheduled reports

Reports that go out automatically on a recurring cadence.

One page per client — score, weekly change, engine breakdown, top prompt.

Auto · every Monday 9AM

Report

Recipients

Next send

Actions

Summit Law

Summit Law Group

Amanda Summit, Jonathan Reyes, Cara Nguyen

Fri Aug 28 · 9:00 AM CT

Apex Roofing

Mark Apex, Renee Cortez

Thu Aug 27 · 8:00 AM CT

Harbor Real Estate

Isabella Harbor, Marco Alvarez

Mon Sep 1 · 7:00 AM ET

BlueSky HVAC

Devon BlueSky

Wed Sep 3 · 9:00 AM CT

Executive summary of all clients.

Auto · 1st of month

All 6 clients

Last sent Aug 1 · Next Sep 1 · 8:00 AM CT

To: Alex Rodriguez, Marcus Webb