Recurring branded reports
Monthly client reports, agency deliverables, finance scorecards.
Read more →Documents that build themselves, every time.
A SaaS document automation platform — connect your data, build your templates, generate branded PDFs, slides and reports on schedule or on demand.
- Airtable native
- Google + Microsoft
- Brand-safe templates
Trusted by teams at
2V Automation Shila.so M+D
What you can automate
Three categories of document the platform handles end to end.
Event programs and agendas
Multi-day, multi-stage, multi-language conference programs.
Read more →Sales and customer decks
QBRs, sales decks, board updates, investor reports.
Read more →How it works
From data to a branded document in three moves.
- 01
Connect data
Airtable, Google Sheets, your warehouse, or a custom API. Read-only at generation time.
- 02
Build templates
In Google Slides, PowerPoint, Word, or our HTML editor — wherever your designers work.
- 03
Generate
On schedule, on trigger, or on demand. Same template every run; data refreshes each cycle.
Solutions
Use cases the platform is built for.
Customer success
QBR automation
Same template, every account, fresh data each cycle.
Explore → AgenciesClient reporting
Branded white-label reports at 100+ accounts.
Explore → Founders + GPsInvestor updates
Monthly updates, LP reports, fund-admin output.
Explore → EventsEvent programs
Multi-stage, multi-language, last-minute-change-proof.
Explore → B2B AIAI presentation generator
Brand-safe AI for recurring decks.
Explore → AirtableAirtable to docs
Native connector, schema-aware, full template fidelity.
Explore →10×
Faster than the manual cycle, with brand fidelity intact.
Based on internal benchmarks across recurring agency, CS, and finance reporting workflows.
Reviews
What teams say after they ship.
4.7 ★★★★★
Based on 142 verified reviews
- "Cut our monthly client-report build time by 90%."
- "The Airtable connector "just works." Designer template fidelity is the killer feature."
- "Replaced a six-month custom build that nobody wanted to maintain."
"Cut our QBR prep from a full week per cycle to half a day per CSM. The CS team got their Tuesdays back."
"The Airtable connector handles linked records and lookups properly. We stopped maintaining the python-pptx scripts."
Integrations
Connects to the systems you already run on.
- Data Airtable / Google Sheets / Postgres / Notion / Custom APIs
- Output Google Slides / PowerPoint / Word / PDF / HTML
- Distribution Email / Slack / Drive / SharePoint / CRM attach
- CRM Salesforce / HubSpot / Pipedrive
Pricing
Custom-quoted today. Standard tiers coming soon.
Billed monthly or yearly. Pricing scaled to the features and capabilities your workflow needs.
FAQ
Common questions, answered
How is this different from a BI dashboard? +
Dashboards live inside a tool the audience has to log into. We produce the document — the deliverable that travels.
Will my brand template survive automation? +
Yes. The platform uses native rendering pipelines, so a Slides template stays a Slides template.
Monthly or yearly? +
Both. You choose the cadence. Yearly typically carries a small discount.
How long does setup take? +
A standard engagement runs 6 to 10 weeks from kickoff to first production output.
Will my data leave my systems? +
Only at generation time, read-only, with the minimum permissions needed to fulfil the request.
Stop hand-building the same document every cycle.
Tell us what you're trying to automate. We respond within one business day with a real number and a scoping call invitation.
See pricing →