croissantReporting
From scattered numbers to a checked draft.
Try reporting ↓THE TEST KITCHEN
See the agents at work.
Real workflow ideas. Invented data. Take them for a spin.
Inbox to CRM
From a new enquiry to a proposed record.
Try the inbox handoff ↓From reporting inputs to a reviewable draft
INPUT→AGENT CHECK→YOUR REVIEW
Synthetic demo · no live integrations
This example prepares a draft. It does not send a client report.
Example inputs
Inspect the source inputs
S1 · paid-media.csv · 1–30 April 2026 · USD 2400 spend; 1200 clicks; 36 platform leads
View source 1S2 · crm-export.csv · 1–30 April 2026 · 24 new leads; 18 campaign IDs; 6 missing campaign IDs
View source 2S3 · account-note.txt · 16 April 2026 · Form tracking changed; reconciliation incomplete
View source 3Prepared output
Show reporting draft
Prepared example output
Paid-media spend was $2,400 and generated 1,200 clicks [S1]. The platform reported 36 leads [S1]; the CRM export contains 24 new leads [S2]. These counts use different systems and have not been reconciled. Tracking changed on 16 April [S3]. Confirm definitions and tracking before interpreting performance. Needs review: 6 CRM leads have no campaign ID [S2]. Not calculated: acquired customer cost, revenue or ROI. Calculated CPC: $2.00 (2400 ÷ 1200) Draft held for human review. No email sent. No CRM write performed.
Default example is held for human review.
Human check: confirm sources, date ranges and tracking changes before approving any client-facing report.
From a new enquiry to a proposed CRM record
INPUT→AGENT CHECK→YOUR REVIEW
Synthetic demo · no live integrations
This example prepares a record for review. It does not write to a CRM or send a reply.
Example inputs
Inspect the source inputs
From: Morgan Lee <[email protected]> Subject: Reporting support Hi, I run Example Studio. We use a shared inbox and a CRM, and copy enquiry details between them. Could we discuss a workflow audit? Thanks, Morgan.
View source 1CRM lookup: no exact email match; one possible organisation match named Example Studio. Identity unconfirmed.
View source 2Prepared output
Show proposed CRM record
Prepared example output
Contact: Morgan Lee Email: [email protected] Organisation: Example Studio · unconfirmed Interest: Workflow Audit Workflow: Shared inbox → CRM handoff Tools: products unspecified Owner: UNASSIGNED Next step: review possible match and choose owner NOT_QUALIFIED: budget/access unverified; no mutually agreed next step. Do not merge automatically. Draft held for human review. No email sent. No CRM write performed.
Default example is held for human review.
Human check: confirm the organisation, owner and duplicate match before a CRM write.