Qualified leads
42 / target 50
Use cases / Client report
Deliver a client report
Pulling the numbers together leaves little time to explain them. Scouta brings the work together.
Your goal Illustrative exampleSend the monthly client report with clear next actions.
A plan for your team and AI01 / A plan with clear owners
Everyone knows their part.
Scouta breaks down the goal and gives each task an owner and a place in the timeline.
Your boundaries
Use the agreed reporting period. Flag missing data. Ask before sending or changing a recommendation.
Client reportThe 5th
Send the monthly client report with clear next actions.
- Collect the agreed figures and source filesDay 1
Wren - Check changes and draft the commentaryDay 2
Pip - Review the explanation and recommendationsDay 3You
- Prepare the approved report for deliveryDay 4Juno
People and AI, working to the same goal.
Scouta selects and reassesses the AI for each task.
02 / An interface for this goalYou own the decision.
Check the explanation behind the numbers.
The work and its context are ready when your judgement is needed.
You own the decision.Reporting workspaceIllustrative example
Budget used
68% / within limit
Next action
Review the landing page with the campaign owner.
The report and source data stay together in a shared review view, ready to send after your approval.
Waiting for your review.
03 / Track and improve
Measured against your goal.
Scouta checks accuracy, completeness and delivery against the reporting goal.
How Scouta benchmarks AIExample outcomeAt the monthly review
A report that leads to the next action.
- 01Figures reconcile to the agreed sources.
- 02Your commentary explains the important changes.
- 03Every agreed action has an owner and a date.
The result informs the next plan.