Why we built it
The best operators we work with have a Monday ritual. Before the 9am huddle they want to know what sold last week, how the close rate moved, where the money leaked, and which objection is suddenly showing up on every call. The questions are simple. Pulling the answers together every single week is the part that quietly eats the morning.
Then we noticed something in Craft Intelligence: our customers were typing the same questions every week, word for word. When someone asks a product the same question fifty-two times a year, the product should learn it.
So we built Automations.
What does the manual Monday miss?
Weekly reporting has a ceiling, and every operator knows the shape of it. The numbers live in three systems. Someone spends Sunday night assembling them. The export is stale by Tuesday. And the most valuable questions, the ones that take real digging, quietly stop being asked because nobody has the hours.
The manual Monday
- Hours pulling numbers from three systems before the 9am meeting
- The export goes stale the moment it lands in the deck
- Questions that take real digging quietly stop being asked
- A surprising number leads to a week of follow-up emails
Automations
- Ask the question once, in plain language
- Every run re-analyzes that week's calls from scratch
- The answer lands in your inbox on schedule
- A Continue link opens the conversation for the follow-up
How it works
You already ask Craft questions in plain language, across everything it sees: call and appointment conversations, scorecards, and your sales results. An automation is one of those questions, saved and scheduled. Ask anything, and under the answer click Automate. The question is already filled in. You confirm two things: when it should run, and who should get it. That is the whole setup. You can also start from a template: the most-used reports ship built in, from Weekly Business Recap to Lost Revenue Deep-Dive.
From then on the answer is delivered, and it is worth opening. Each run re-analyzes current data, so a Monday report reflects the week that just happened. Subject lines carry the automation name and the period, like Weekly Coaching Focus · Aug 17–23, so the email reads before you open it. And every report ends with a Continue link that drops you into the full conversation with all the context loaded, so when a number surprises you, the follow-up question is one click away.
Where did we lose revenue last month?
$182,400 across 23 lost deals. Price led 9 of them, financing fit 6, timeline 4…
Automate this question
Six reports worth putting on a schedule
These six ship as templates in the product, and each one starts with a question this simple. Pick a template, keep the wording or make it yours, and set the schedule.
“Give me a business recap for last week.”
Revenue sold, close rate, and appointments run, each against the prior week, the biggest wins, and the one trend that deserves leadership attention.
“What should my team work on this week?”
The key numbers, the weakest step in your sales process, and the reps who need coaching this week, each with a specific plan.
“Where did we lose revenue last month?”
Total lost against the prior month, loss reasons ranked by frequency and dollar value, and the process steps that separate lost deals from won ones.
“Which competitors showed up in the deals we lost?”
Who customers named in lost-deal calls, what they said, the objections that traveled with each competitor, and the pattern most worth acting on.
“Who on my team is trending down?”
Scorecard scores and close rates over the last four weeks, who is slipping, what specifically, and one suggested intervention per rep.
“Is every appointment getting recorded?”
Recording rates by rep and where the gaps are, so coaching and reporting run on the whole picture.
One report for the team, or one for each manager
Point an automation at yourself, or at a team, a role, or a specific list of people. Send one identical report to the whole group, or a personalized copy to each recipient built on their own numbers: the same scorecard question becomes each manager's own team, automatically. Any recipient can pause their copy without touching everyone else's, emails send in your company's timezone, and admins can send a test email to see exactly what a recipient will get before the first real send.
Revenue sold
$486k
35 deals
Close rate
38%
↑ 3 pts
Appointments
92
past 7 days
This week's focus
Ask for the sale before leaving the home. 12 appointments last week ended with no close attempt.
The operators who improve fastest ask the same questions every week.
Automations make that a habit that runs itself. The report rebuilds from fresh data every run and lands before the day starts.
What it changes for your team
Monday morning starts with answers instead of assembly. The business recap, the coaching focus, and the lost-revenue math run themselves before anyone is at a desk. Managers walk into the huddle with the same numbers, the weakest step in the sales process is already named, and when something in the report looks off, the follow-up happens in one click instead of a week of emails.
Automations run on the conversations Craft already captures and scores, so the first report works on day one. There is no dashboard to build and no export to schedule: if you can ask the question, you can schedule the answer.
Why this approach wins
A dashboard answers the questions somebody predicted when they built it. A question in plain language can be anything: the moment a new objection shows up, a new competitor gets mentioned, or a new rep starts, the report you need is one sentence away. And because every automation runs on your sales results and the conversation layer together, it connects what happened to why: the close rate moved, and here is what changed in the calls behind it. That second half is data nobody else has.
The habit compounds too. Every question your team schedules is a standard you have decided to watch every week, and the watching is free.
Common questions
Can I change or pause an automation later?
Yes. Any recipient can pause their own copy without affecting anyone else's, and the question, schedule, and audience stay editable.
Who controls who receives a report?
Admins point automations at specific people, teams, or roles, and choose between one identical report or a personalized copy per recipient. A test email shows exactly what recipients will get before the first scheduled send.