Send every client a daily report nobody had to write.
After each client's cutoff, the system pulls the day's numbers and stage changes, writes a short summary, and posts it where the client reads it.
Built for an outbound agency running four client accounts.
The screen.
EOD reports
4 clients · built each day after the cutoff
A strong Tuesday. Replies came mostly from warehouse ops leads on Telegram, where the new pallet-picker opener got 19 of the 31. Two calls came from threads that had gone quiet since last week, so the day-four follow-up is earning its place. One lead asked to be contacted again in November and has been parked.
Posts to #fieldline-daily in Slack at 18:00By hand, and with Keystone OS.
By hand today
At the end of each day, an account manager opens every sender account, counts messages and replies, scrolls threads to see who booked a call, and types it all into a message for the client. With several clients, that is the last hour of every day.
When the person who writes the reports is off sick, the reports stop, and the client notices before the agency does.
With Keystone OS
Each client has its own run settings: which sender accounts count, the daily cutoff and the time zone. After the cutoff, the report builds itself with messages sent, replies, reply rate, calls booked, and each lead that moved stage.
A written summary says what happened in plain words, such as which opener drew the replies and which quiet threads came back. The report posts to the client's Slack channel on schedule, and the team can copy it or run it early.
How it runs.
Set the run
Pick the sender accounts, the cutoff time and the client's time zone.
Build after the cutoff
The day's sends, replies, booked calls and stage moves are pulled for each client in turn.
Write the summary
A short paragraph explains the day from those numbers.
Post it
The report lands in the client's channel at the set time. Copy it or run it now if you need it early.
Where it stops.
It does not
- Does not dress up a bad day; the summary is written from the day's recorded numbers.
- Does not count accounts you leave out; a sender account still warming up can stay excluded until it is live.
Start with Land
One workflow automated, live in about a month. Quoted after a scoping call.
You approve a one-page system design before we build, so you see exactly what this screen will do in your business first.
