AI Driven Agency OS
An agency OS supercharged with AI workflows for delivery and reporting.
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Client Report Generator
Turn raw board data into beautiful, on-brand client reports — automatically, every week. Built for monday.com.
Lifetime access
Free updates
14-day refund
Overview
Reports that write themselves.
The Client Report Generator pulls data directly from your monday.com boards and populates a polished, branded report template — so what used to take two hours on a Friday now takes one click.
Features
Built for agency reporting that scales.
Auto-populated report template
The report fills itself with your board data — project status, tasks completed, blockers and next steps.
Board data connector
Connect any monday.com board — project delivery, sprint, CRM — and pull the metrics that matter into your report.
Brand styling
Reports come out on-brand with your logo, colors and typography — professional and ready to send.
Weekly delivery automation
Set up monday.com automations to trigger report generation every Friday — no manual effort required.
KPI summaries
Highlight the numbers that matter — velocity, completion rate, budget vs actuals — in a clear summary section.
Executive dashboard
A one-page summary view for client leadership — progress, risks and next steps without the noise.
Take a look inside
Screenshots
Outcomes
What changes after you set it up.
For agencies that send weekly updates and want to stop doing it manually.
01
Eliminate copy-paste reporting
No more pulling data from boards and pasting into slides every Friday — the system does it for you.
02
Impress clients every week
Consistent, polished reports build trust — clients see you're on top of it before they even ask.
03
2+ hours saved per report
What used to take a team member two hours now happens in minutes — free them up for real work.
04
Consistent reporting cadence
Reports go out the same time every week — clients learn to expect them and trust your delivery.
One-time purchase
Client Report Generator
A one-time purchase. Yours forever, including every future update.
Free
Install on monday.com
Secure checkout · 14-day money-back guarantee
What's included
- Complete monday.com report template board
- Board data connector setup guide
- Brand styling & customization guide
- Weekly automation recipes
- KPI summary & executive dashboard views
- Lifetime free updates
- Priority email support
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FAQ
Good to know.
Still deciding? These cover the questions most people ask.
The Standard plan and above. Some automation features work best on Pro. The product page notes exactly what each plan supports.
You'll get a shareable template link. One click adds the board, automations and dashboards to your workspace — then follow the included setup guide.
Yes — the template is designed to be duplicated per client. Each gets their own report board connected to their project data.
You're covered by a 14-day, no-questions-asked refund. Reply to your receipt for a full refund.