How to Build an AI Report Generator (Metrics to Slides in One Email)
One email to check on the business — and the investor deck builds itself.
The agent also drops the headline numbers into Slack so the leadership team has context before the meeting:
How it works
Create a report generator at dashboard.carlyassistant.com (or email carly@usecarly.com and describe what you need). Connect your e-commerce, advertising, and presentation tools — Shopify, Meta Ads, Klaviyo, and Google Slides cover the core workflow. The agent pulls live data, builds slides with your formatting, and delivers the finished deck over email. It learns your layout preferences, metric definitions, and reporting cadence over time. Full setup walkthrough: How to Create a Custom AI Email Agent.
What an AI report agent connects to
| Category | Integrations |
|---|---|
| E-commerce | Shopify, Stripe, Square, Gumroad, Amazon |
| Advertising | Meta Ads, Google Ads |
| Email Marketing | Klaviyo, Mailchimp, ActiveCampaign, Kit, Omnisend, Customer.io, Brevo |
| Analytics | Google Analytics, PostHog, Mixpanel, Amplitude, Plausible, Segment, Datadog |
| Spreadsheets | Google Sheets, Microsoft Excel, Airtable, Coda |
| Presentations | Google Slides, Google Docs |
| CRM | HubSpot, Salesforce, Pipedrive, Attio, Zoho |
| Delivery | Slack, Microsoft Teams, Gmail, Outlook, Google Drive, Dropbox |
How teams use an AI report generator
- Monthly investor deck — agent pulls revenue from Shopify, ad performance from Meta Ads, email metrics from Klaviyo, site analytics from Google Analytics, and inventory status from Google Sheets, then assembles a 10-slide Google Slides deck and emails the PDF
- Weekly channel performance email — agent compiles revenue by channel (paid, email, organic, direct), ROAS, and top-selling SKUs every Monday at 8am and sends a formatted summary to leadership with WoW comparisons
- Quarterly product performance report — agent pulls sell-through rates, return rates, and margin by SKU from Shopify and Google Sheets, ranks products by contribution margin, and flags underperformers in a Google Docs report
Build yours at dashboard.carlyassistant.com, or email carly@usecarly.com and describe the report you want automated.
Related: How I Use Carly to Run My Business · How to Build an AI Data Analyst · What Are AI Agents · How to Create a Custom AI Email Agent · Best AI Agents for Productivity
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"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."
