
Multi-source marketing evidence reporting workspace
Reduce manual report assembly while keeping every figure traceable to its source.
- For
- Marketing, sales and business teams producing recurring performance reports from several data sources
- Solves
- Performance data sits in several tools, so teams compile reports by hand, miss anomalies and cannot trace a number back to its source.
- Delivers
- Reviewer-approved reports and insights linked to source records
- Built in
- about 5 weeks of creation time, MVP in 6 days
- Investment
- $12,500 for the MVP, $42,500 for the full product
- Run it
- Inside your business, or as part of your offer to clients
What it does
Reduce manual report assembly while keeping every figure traceable to its source.
- Connect marketing, sales and business data sources.
- Start a report from a URL or company name.
- Ingest user-supplied documents and notes.
- Summarize long PDFs and books.
- Generate essays, literature reviews, research papers and technical documentation.
- Build detailed reports automatically.
- Apply customizable templates and branding.
- Render live multi-channel performance dashboards.
- Surface trends, anomalies and opportunities.
- Flag unusual patterns and alert owners in real time.
- Schedule recurring report delivery.
- Support in-narrative team discussion.
- Compare the reviewed result with the recorded baseline and value assumptions.
- Capture corrections and named-owner approval before consequential use.
- Export a versioned reviewer-approved report with source references and unresolved questions.
Everything these tools do, in one app
- Multi-source data integration Pulls data from multiple marketing, sales, and business sources so users don't have to compile it manually.Found in Two Minute Reports, v0 report, Narrative BI
- Automated report generation Creates detailed reports automatically instead of requiring users to build them by hand.Found in Two Minute Reports, v0 report, Narrative BI
- AI-driven insights Uses artificial intelligence to surface trends, anomalies, and opportunities from the data.Found in Two Minute Reports, Narrative BI
- Customizable report templates Lets users tailor report layouts and branding to fit their needs.Found in Two Minute Reports
- Live performance dashboards Provides interactive dashboards to track multi-channel performance and campaign progress in real time.Found in Two Minute Reports
- URL or company name input Starts report creation by simply entering a URL or company name.Found in v0 report
- User document integration Incorporates user-supplied documents and insights into the generated reports.Found in v0 report
- Multiple document types Supports generating essays, literature reviews, research papers, and technical documentation.Found in v0 report
- PDF summarization Summarizes lengthy PDF documents automatically.Found in v0 report
- Book summary generation Creates summaries of books.Found in v0 report
- No technical expertise needed Allows users from various backgrounds to use the tool without technical skills.Found in v0 report
- Anomaly detection and alerts Monitors data for unusual patterns and flags critical insights in real time.Found in Narrative BI
- Scheduled reports Automatically delivers reports on a regular schedule to keep stakeholders informed.Found in Narrative BI
- In-narrative collaboration Enables team discussions directly within the generated insights.Found in Narrative BI
What goes in, what comes out
- Connected marketing
- Sales
- Business data
- User-supplied documents
- Reporting rules
AI drafts, people review. Evidence-backed analysis and reporting workspace.
- Reviewer-approved reports
- Insights linked to source records
How it works
The workflow
- InStart with
Connected marketing, sales and business data, user-supplied documents and reporting rules
- 1
Confirm the buyer's problem and scope
- 2
Collect connected marketing
- 3
Sales and business data
- 4
User-supplied documents and reporting rules
- 5
Then follow this sequence: 1
- OutFinish with
Reviewer-approved reports and insights linked to source records
AI does the heavy lifting, people stay in charge
Use AI to interpret permitted inputs, suggest structured mappings and generate candidate outputs for the stated task modules. Use deterministic code for arithmetic, schema validation, hard constraints and reproducible tests. Review source-linked explanations and uncertainty before accepting results. One fixed reporting period and approved source set; final metric definitions and publication checks remain analytical. A model suggestion is never a verified fact, professional decision or authorization to act.
What your team sees
Primary screens: Data sources and connections, Editable report workspace, Client proof and delivery. Use a thumbnail gallery for reports, a large central editing canvas, and a right-hand panel for sources, metrics, constraints and comments. Let users compare versions side by side. Display draft, changes requested and approved states. Provide a client preview link with comments anchored to the relevant chart or paragraph. Make the task-specific outcome reviewer-approved reports and insights linked to source records visible beside its evidence, review state and value baseline.
Accounts and administration
Project ownership, source connections, asset versions, client comments, approval states, usage allowances, revision limits, download history and a rights record for supplied material. Add organization access boundaries, named reviewers, usage caps, data retention controls, export logs and explicit approval for external actions.
Integrations and data access
Buyer-owned marketing, sales and business systems, authorized document stores and permitted research sources. Cloud data storage, spreadsheet and BI import/export and reporting destinations. Start with file exchange and validate destination specifications before promising direct publishing. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.
How we build it
We build with our own AI software development factory, so most implementations take days to a few weeks of creation time, not months. You see working software at every step, and exact timing depends on availability.
- 1
Scoping call
Day 1Thirty minutes on your process, your data and how you want to run it: for your own team, or for your clients. You get a fixed scope and price for the MVP.
- 2
MVP
6 daysOne buyer segment, one recurring use case; first modules: connect marketing, sales and business data sources; start a report from a URL or company name. Manual review in the loop. Built by our AI software factory.
- 3
Paid pilot
7 daysAccounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.
- 4
Full product
2 weeksSelf-serve onboarding, billing, monitoring and the wider integration set.
- 5
Run and improve
MonthlyWe host, monitor and improve it for a fixed monthly fee, or hand it over to your team. How the retainer works.
Why we start with an MVP
An MVP, or minimum viable product, is the smallest version that your users can actually work with. It is not a cheap version of the full solution. It is a test, built to answer the questions that decide whether the rest is worth building.
- Pick the riskiest assumption. Here: will marketing, sales and business teams producing recurring performance reports from several data sources use it to solve "performance data sits in several tools, so teams compile reports by hand, miss anomalies and cannot trace a number back to its source"?
- Build only what tests it. One team, one use case, a few core modules. People do the rest by hand for now.
- Run a paid pilot. Agree quality and outcome thresholds before the pilot using this measure: Accepted reports per analyst hour and corrections after report approval.
- Measure, then decide. Track accepted reports per analyst hour and corrections after report approval; accepted-output rate; material error rate; reviewer correction time; actual repeat purchase. Then expand, change course or stop, with evidence instead of opinions.
MVP scope for this solution. Pilot scope: One fixed reporting period and approved source set; final metric definitions and publication checks remain analytical. Implement one approved input format, a bounded representative case set and the first two task modules: connect marketing, sales and business data sources; start a report from a URL or company name. Support the remaining modules with operator review: ingest user-supplied documents and notes; summarize long PDFs and books; generate essays, literature reviews, research papers and technical documentation; build detailed reports automatically; apply customizable templates and branding; render live multi-channel performance dashboards; surface trends, anomalies and opportunities; flag unusual patterns and alert owners in real time; schedule recurring report delivery; support in-narrative team discussion. Include source references, corrections, basic organization access, approval states, export and value measurement. Use managed operator assistance for unresolved exceptions. The cost estimate covers this narrow prototype, not unrestricted multi-tenant scale, complex production integrations, specialist certification or physical operations.
After the MVP. Once paid pilots prove usefulness, automate repeatable reviewed steps and add one verified source integration. Expand supported inputs and case volume only after new evaluation cases pass. Build reusable customer configurations and recurring value reports around reviewer-approved reports and insights linked to source records. Retain the explicit scope boundary: One fixed reporting period and approved source set; final metric definitions and publication checks remain analytical.
What the build depends on. Source connection and preview, asynchronous report jobs, editable version history, reviewer access and tested export formats. High-fidelity reporting requires specialist analytical QA. Obtain representative authorized cases, baseline measurements, qualified reviewers and a buyer-side decision owner. Specific limitation: One fixed reporting period and approved source set; final metric definitions and publication checks remain analytical.
Investment
A planning range to start the conversation, not a quote. You pay per phase, so you can stop after the MVP.
- Phase 1
MVP
One buyer segment, one recurring use case; first modules: connect marketing, sales and business data sources; start a report from a URL or company name. Manual review in the loop.
- Phase 2
Paid pilot
Accounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.
- Phase 3
Full product
Self-serve onboarding, billing, monitoring and the wider integration set.
Indicative total, MVP to full product$42,500about 5 weeks of creation time · start with the MVP from $12,500
Running costs per month
A rough indication of monthly hosting and AI model costs once it is live, not tested. Real costs depend on usage, file sizes and the models chosen.
| Stage | Hosting and infrastructure | AI usage | Total per month |
|---|---|---|---|
| MVP and paid pilotabout 3 customers | $30–$60 | $80–$160 | $110–$220 |
| Full productabout 50 customers | $110–$210 | $880–$1,750 | $990–$1,960 |
Run it or resell it
For your own team
Marketing, sales and business teams producing recurring performance reports from several data sources run it inside the business: connected marketing, sales and business data, user-supplied documents and reporting rules in, reviewer-approved reports and insights linked to source records out, reviewed by your people.
As part of your offer
Agencies, consultancies and software companies can offer it to their own clients under their brand. We build and maintain it; you sell and deliver it.
Your brand, or this one
Run it under your own brand, or start from this concept style.
- primary
#273391 - accent
#c9ba54 - surface
#e4e6f1 - ink
#22201e
- Headings
- Fraunces
- Text
- Inter
- Voice
- Energetic, specific, results-minded
Selling it to your own clients: the go-to-market playbook
Pricing to test
Test a USD 300-1,500 fixed pilot for one defined reporting package. Offer a monthly production allowance after repeat demand. Quote complex multi-source or specialist reporting separately. These are test prices, not market benchmarks. Package the initial sale as one bounded reviewer-approved report linked to source records. Recurring fees must specify volume, review depth and integration support. For exchanges, test a disclosed coordination or successful-service fee rather than holding customer funds. Reprice only after measuring real delivery labor; platform-build cost is separate from a commercial pilot fee.
Message to test
Reduce manual report assembly while keeping every figure traceable to its source. Demonstrate a concrete reviewer-approved report linked to source records using the buyer's approved example and show the baseline, corrections and actual delivery effort.
Where to find buyers
Marketing, sales and business teams producing recurring performance reports professional communities; specialist consultants serving this buyer; permissioned partner introductions; practical demonstrations at relevant trade or practitioner events.
Lead magnet
A reviewed sample reviewer-approved report linked to source records from a small authorized input set, with a transparent calculation of accepted reports per analyst hour and corrections after report approval and no promised savings.
The first 30 days
- Week 1: interview five marketing, sales and business teams producing recurring performance reports from several data sources and inspect a recent example of performance data sits in several tools, so teams compile reports by hand, miss anomalies and cannot trace a number back to its source.
- Week 2: prepare a consented or synthetic demonstration of the task modules.
- Week 3: seek one bounded paid pilot with agreed baseline and acceptance criteria.
- Week 4: measure accepted reports per analyst hour and corrections after report approval, reviewer effort and repeat-purchase interest. This is a demand-validation plan, not a thirty-day full-product delivery promise.
Paid pilot
Agree quality and outcome thresholds before the pilot using this measure: Accepted reports per analyst hour and corrections after report approval. Continue only if the buyer accepts the actual output, the intended job outcome improves without unacceptable errors, and measured delivery cost fits willingness to pay. Revise or stop if access is unavailable, qualified review cannot be provided, or apparent savings disappear after corrections and support. Use held-out cases when comparing model quality; use a properly reviewed comparison design before making causal claims. Record missing cases and negative results alongside successful outputs.
Success metrics
Accepted reports per analyst hour and corrections after report approval; accepted-output rate; material error rate; reviewer correction time; actual repeat purchase.
Retention and expansion
Repeat the workflow when the buyer again needs reviewer-approved reports and insights linked to source records. Retain permissioned settings and reviewed examples, report realized value honestly, and sell increased volume or adjacent approved workflows only after contribution margin and quality remain acceptable.
Why clients would pick it
A reusable library of approved metric definitions, source mappings and review examples, together with reliable delivery for a narrow reporting niche. Build a permissioned library of representative task cases, reviewer corrections and verified operating constraints for marketing, sales and business teams producing recurring performance reports from several data sources. Repeatable delivery and useful integrations matter more than access to a base model.
Alternatives and positioning
Two Minute Reports, v0 report and Narrative BI, plus spreadsheets and manual exports. Compare this product with the buyer's present method on accepted reports per analyst hour and corrections after report approval. Offer a bounded paid workflow instead of claiming broad autonomous expertise. Market uniqueness and competitor coverage are not verified.
Main delivery costs
Data pulls, model calls, storage, reviewer hours, client revision rounds and licensed source data. Additional initial validation requires representative authorized sample preparation, buyer interviews, buyer-side evaluation and bounded validation of reviewer-approved reports and insights linked to source records. Track cost per accepted output, including correction work, unsuccessful cases and support.
Safeguards
Preserve source attribution, metric definitions and usage permissions. Named owners approve substantive changes and publication scope. One fixed reporting period and approved source set; final metric definitions and publication checks remain analytical. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.