🚧 Expanding soon — full Daily Report documentation is in progress.
What is the Daily Report?
The Daily Report is a structured summary of everything that happened in the last 24 hours. It’s generated by the consigliere every morning and delivered to your inbox, your workspace, and optionally your Slack.
Every report includes:
- Revenue summary — What came in, from which source, attributed to which agent move
- Agent activity — What each capo did, how many moves executed, what was blocked
- Approval queue summary — What’s waiting for your decision
- Signal scoring — New leads scored, existing leads updated, Trust Intelligence updates
- Cost ledger — Any spend events in the last 24h
- Guardian state — Any blocked moves, escalations, or standing order violations
- Tomorrow’s queue — What’s planned for the next 24h pending your review
Sample report
Accessing the report via API
Delivery channels
Report history
Reports are retained for 90 days on the Pro plan, 1 year on Enterprise.
