Google Docs reports drafted from your firm's live data

Ideas to put to work

Writing that starts from your firm's facts, so every draft starts with the facts in place.

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  Monthly client report

  Sofia reads the client's ledger in Xero, updates the figures in Google Sheets, then drafts the monthly report in Google Docs with tables and commentary.

• G

  Proposal from discovery notes

  Sofia reads your discovery call notes in Granola and the deal in HubSpot, then drafts the proposal in your firm's format.

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  Brief before every client meeting

  Before each client meeting on Google Calendar, Sofia drafts a short brief with the account history, open deals and recent notes from HubSpot.

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  Templates updated everywhere at once

  When a standard clause changes, Sofia finds and replaces it across your templates, with your approval, and lists every document she changed.

Works well with

• XeroCloud accounting for small businesses
• Google SheetsGoogle's online spreadsheets
• GGranolaAI meeting notes app
• HubSpotCRM and marketing platform for growing businesses
• Google CalendarGoogle's shared calendars and scheduling
• Microsoft WordWord processor for letters, reports and contracts
• Microsoft ExcelSpreadsheets for numbers, models and trackers
• Microsoft PowerPointSlide decks for pitches, proposals and client updates