The week, reported.

What moved this week and what it cost, per section, computed from the records the agents keep. Every figure prints its query. A missing one says why, in words.

Chat

SearchCtrl K

New chat

Reminders

Projects

Recent

Renewals at risk

Board pack, October

Supplier terms review

Churn post mortem

Which accounts are at risk this month, and draft the outreach.

Worked for 41s · 6 steps · $0.12

Read9 accounts renewing

Read14 open tickets

Comparedusage against the last two quarters

Drafted7 messages, held 2 for a person

Nine accounts renew inside 30 days and three of them are the ones to worry about. Their ticket volume is up while usage is falling, which is the pattern that preceded every churn last quarter.

Salesforce

Zendesk2 sources, permission aware

Message Daciel

Reports on the phone, inbox, pipeline and books together.

Every figure shows its working

Library

Everything the work produced, with who owns it and who can read it.

AllDocumentsSheetsFrom runs

Renewal brief, Acme

Document · Priya · Deal team

Q3 pipeline review

Sheet · Marcus · Sales

Supplier terms summary

Document · Ana · Private

Churn post mortem

Document · Marcus · Everyone

Board pack, October

Deck · Priya · Leadership

Access review

Sheet · Tom · Admins

Turn the renewal brief into an email to the deal team

Renewal brief, Acme

Chat

One composer, on every surface.

Vendor reviews

Q3 onboarding

Support desk

Website rebuild

Everything the renewal touched: the thread it started in, the artifacts it produced, and who is allowed to see them.

148 artifacts

Keep

Acme renewal

Payroll migration

Hiring: sales

Said once, kept for good

Any answer becomes an artifact, with an owner and a permission.

Slack

Gmail

Outlook

Google Drive

Notion

Salesforce

HubSpot

Zendesk

Jira

GitHub

Linear

Stripe

Zoom

Asana

Airtable

Dropbox

Box

Confluence

Intercom

Google Calendar

Monday

ClickUp

Figma

DocuSign

Trello

Slack

Gmail

Outlook

Connected from day one

The systems you already run, readable in one place.

Runs this week

RunOutcome and traceWhat it producedCost

1Renewal outreachApprovedRead the nine accounts renewing this quarter in Salesforce, compared each one's usage against the last two quarters, drafted seven messages and held two back for a person. 41s, 6 steps, $0.12...7 draftsTotal$0.12Model$0.09Tools$0.03

2Invoice chaseHeldMatched fourteen overdue invoices in Stripe against the support thread for each account, then stopped before sending: two of them are in an open dispute and the policy says a person decides...14 invoicesTotal$0.08Model$0.06Tools$0.02

3Monday briefingApprovedPulled every run from the last seven days, grouped them by workspace, and wrote the briefing into the Library with the trace attached to each claim so any line can be opened...1 briefingTotal$0.21Model$0.17Tools$0.04

4Access reviewApprovedListed every connection holding a write scope, checked each against the role that owns it, and flagged three that now outlive the person who created them. Nothing was revoked without asking...3 flaggedTotal$0.05Model$0.04Tools$0.01

Runs

Every step, every tool call, every cost, and who approved it.

The Monday report nobody compiled

The weekly report is usually an hour of copying numbers from five tabs into one document, and a second hour when two of them disagree. Here the board exists on Monday morning: calls, tickets, deals, invoices and approvals for the week against the week before, the busiest thing named, and every figure carrying the query that produced it so nobody has to reconcile.

Queued6+⋯

RUN-2085

Chase the 14 overdue invoices

RUN-2094

Summarise every ticket Acme opened

RUN-2092

Check which renewals slipped a quarter

RUN-2200

Rewrite the onboarding mail sequence

Planned10+⋯

RUN-2211

Renewal quote for Acme, send held

Salesforce

Priya approves

RUN-926

Renewal outreach, nine accounts

Salesforce

Gmail

RUN-2088

Weekly briefing into the Library

Slack

RUN-924

Reconcile Stripe against the tickets

Stripe

RUN-1882

Tag the inbox by account

Outlook

Running3+⋯

RUN-1487

Pull usage for the at-risk accounts

4 steps

RUN-1028

Answer the RFP security section

Confluence

RUN-2187

Flag connections holding write scope

Waiting on Priya6 steps

Done48+⋯

RUN-2074

Monday briefing, written and filed

Library$0.21

RUN-1912

Churn post mortem for Q3

$0.14

RUN-1951

Board pack pulled together

$0.31

RUN-1960

Access review, three flagged

Approved$0.05

RUN-1991

Supplier terms summarised

Thread in #renewals

Marcus Hale9:12 AM

Acme wants a renewal quote. Their contract is up in three weeks.

Ana Duarte9:12 AM

Ticket volume has climbed every month this quarter. Read that before we price it.

Marcus Hale9:13 AM

So someone pulls usage, open tickets and the last two invoices. Three systems.

Priya Raman9:14 AM

And most of an afternoon. Hand it over and hold the send until one of us reads it.

Marcus Hale9:14 AM

@Daciel draft the Acme renewal from usage and tickets, hold the send

Two things it does on day one

Draws This Week

One board across every section: what moved, what it cost, against the week before. A figure that cannot be drawn says why instead of showing zero.

Get started

Conversations

7 open · 4 answered without a person

Acme CoWhere is invoice 4417?Agent

NorthwindRefund for the duplicate seatAgent

StarlightCan we move the renewal date?Held

MeridianAPI keys stopped workingWaiting

BrightlineInvoice address is wrongAgent

KestrelDo you support SSO?Agent

HalcyonExport stopped at 10k rowsWaiting

Exports the figures

The period's figures leave as a file for the spreadsheet, the board pack or the BI tool you already run.

See business intelligence

Renewals

9 inside 30 days · 7 drafted, 2 held

Brightline$14kDrafted

Kestrel$9kSent

Halcyon$6kHeld

What is an AI reporting tool?

The vendors mean two things by it: a generator that writes a narrative report from data you upload, or a dashboard product with an AI summary on top. Both start from data you bring and end in a document someone still has to check.

How reporting works

The records are the source

Calls, tickets, leads, deals, invoices and approvals, written as the work happens.

Pick the period

This week, last 30 days, a quarter. Every figure is computed for it and for the period before.

Read the board

This Week for what moved and what it cost; Metrics for every figure by section.

Trust the working

The query steps are under each number; a refused figure names its reason.

Export

Take the period's figures into the spreadsheet or board pack.

Reporting tools, compared

Dashboard products over data you bring, a free reporting layer, and Daciel's board over its own records. Compared on what you must build, how a number is trusted, and the price.

	Best for	Channels	How a person stays in control	Published pricing
Microsoft Power BI	Companies with data in Microsoft systems and someone to model it	Connects to hundreds of sources; you build the model and the visuals	Row-level security and workspace roles, configured by an admin	Per user per month, Pro and Premium tiers, published
Looker Studio	Marketing and web teams reporting on Google data	Google connectors free; partner connectors and other sources paid	Google Drive style sharing	Free; Looker Studio Pro per user per month, published
Metabase	Teams with a database and an engineer to point it at	Connects to your database; question builder and SQL	Data permissions per group, set by an admin	Open source self-hosted free; cloud tiers per user, published
Dacielthis site	Teams that want leads found, qualified and followed up by email and phone from one pipeline, with a person signing every send	Email from the rep's own mailbox, phone from a number Daciel holds, records in its own ledgers or your CRM	Every sequence approved by a named person or a rule they signed; hard stops on do-not-contact	Contact Daciel for business plan availability and pricing.
Dacielthis site	Businesses of 5 to 200 people that want the numbers computed from the records the agents already keep, no warehouse, no analyst	Reads its own ledgers: calls, tickets, leads, deals, invoices, approvals; exports the figures	Every figure prints the query that produced it; a figure it cannot compute says why instead of drawing zero	Contact Daciel for business plan availability and pricing.