AI summaries for your client portal
A plain-language 'situation at a glance' at the top of every client dashboard.
The AI Digest reads each portal's progress, hours, deliverables and invoices, then writes a short summary at the top of the client's dashboard. Your client reads the situation in a few lines.
Why agencies turn it on
The whole picture in a few lines
AI turns progress, hours, deliverables and invoices into one short paragraph. Clients know where things stand without reading every card.
Written from real data only
The summary is written only from the same figures the dashboard shows. No invented numbers; if little happened, it says so.
Opens instantly, stays current
The summary is ready the moment the portal opens. A refresh button writes a new one when the project moves.
On your terms
Turn the digest on per portal from the indicators step. It is available on the Pro plan and above, and reads in the portal's language.
Nothing for clients to do
The summary appears at the top of the dashboard automatically. Clients read it the moment they open the portal, with no setup or prompts.
How the AI Digest works
- 1
Turn on the AI Digest
In the portal's indicators step, switch on AI Digest. It is available on Pro and above.
- 2
We summarize the live data
AI reads the portal's progress, hours, deliverables and invoices, then writes a short summary.
- 3
Clients see it at a glance
The summary sits at the top of the dashboard, with the time it was generated and a refresh button.
Frequently asked questions
What is an AI client portal summary?
It is a short paragraph at the top of a client's portal that explains progress, time spent, deliverables and unpaid invoices in plain words. AI writes it from the portal's live data, so clients get the gist without reading every card.
Does the AI make up numbers?
No. The summary is written only from the figures the dashboard already shows, and the model is instructed not to invent or estimate any number. If little happened, the summary says so.
How current is the summary?
The summary shows the moment the portal opens, with the time it was written. A refresh button writes a new one when the project has moved.
Which plan includes the AI Digest?
The AI Digest is available on the Pro plan and above. You turn it on per portal from the indicators step, so you choose which clients see a summary.
What language is the summary written in?
The summary is written in the portal's language, so a French portal gets a French summary and an English portal an English one.
Give clients a portal that explains itself.
Connect your workspace, choose what clients see, and let the AI Digest sum it up. The first 14 days run on Pro, free.