CSM Automation Suite
Engine I

The Informant

Automated Performance Reporting

Eliminate manual reporting with AI-powered executive summaries. Branded weekly reports delivered every Sunday at 8 PM with trend analysis and actionable insights.

See It In ActionView Pricing
0 min
Time Required
Fully automated
8 PM
Sunday Delivery
Consistent timing
100%
Time Saved
30-45 min → 0
GPT-4o
AI Summaries
Executive insights
PURPOSE

What This Engine Does

Eliminate the 30-45 minutes per client per week spent manually compiling performance data into reports. The Informant automatically generates executive-ready summaries with AI-powered insights.

Time Savings

Before
30-45 min/client/week
After
0 minutes
Savings
100%
PROCESS

How It Works

The Informant operates through a multi-phase workflow designed for maximum automation and reliability.

1

Data Collection

Aggregate metrics from all sources

  • Pulls campaign metrics from Instantly.ai (sends, opens, replies, bounces)
  • Retrieves meeting data from Calendly
  • Fetches inbox health status and deliverability scores
2

Analysis

Process and analyze performance data

  • Aggregates data per client
  • Calculates week-over-week trend analysis
  • Identifies notable changes and anomalies
3

Report Generation

Create executive-ready summary

  • Generates AI-powered executive summary via GPT-4o
  • Formats branded HTML email with metrics dashboard
  • Includes trend visualizations and highlights
4

Delivery

Send and log reports

  • Delivers report to client email
  • Sends Slack notification to #client-reports
  • Logs to Report_History for tracking
AUTOMATION

When It Runs

This engine works autonomously so you don't have to

Fully Automated

Runs in the background without manual intervention

  • Delivers polished, AI-summarized performance reports directly to clientsWeekly (Sunday evenings)
  • Provides comprehensive monthly trend analysis and strategic insightsMonthly (beginning of each month)
DATA FLOW

Inputs & Outputs

What goes in and what comes out

Inputs

  • 1
    Campaign Data
    Sends, opens, replies, bounces from Instantly.ai
  • 2
    Meeting Data
    Bookings and completions from Calendly
  • 3
    Health Metrics
    Inbox and domain status

Outputs

  • 1
    Branded Report Email
    HTML email with full metrics dashboard
  • 2
    Executive Summary
    AI-generated insights and recommendations
  • 3
    Report History
    Logged for trend analysis
RESULTS

Business Impact

The measurable benefits this engine delivers

Time Saved

30-45 min/client/week reduced to zero

Client Value

Proactive transparency builds trust

Consistency

Every client gets the same professional report

Team Value

Eliminates repetitive reporting work

INTEGRATIONS

Connected Data Sources

The platforms and services this engine integrates with

Instantly.ai API (campaign analytics)Calendly API (meetings booked)Google Sheets (client roster, historical data)Internal health monitoring
FAQ

Frequently Asked Questions

Common questions about The Informant

ECOSYSTEM

Works With

Other engines that complement this one

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