New: Auto-send schedules and team collaboration

Two features our customers have been asking for since day one are now live: auto-send schedules and team collaboration.

Auto-send schedules let you configure when reports generate and send for every client. Monthly on the 1st? Weekly performance updates every Monday? Quarterly executive summaries? All configurable per client. Once set up, you never touch the schedule again.

Team collaboration adds proper role-based access to your agency workspace. Invite teammates as Admins (full access), Editors (manage clients and reports), or Viewers (read-only). Activity logs show who did what, when.

Both features are available on the Agency plan and above. Existing customers get them automatically — no setup required.

Up next: HubSpot and Mailchimp integrations, custom branded email templates, and a public API. Roadmap is live in the app for paid customers.