Reportei

Reportei is a marketing reporting and dashboard platform designed for agencies and marketing teams. It provides a unified data layer where all your client performance data is stored, structured, and accessible.

With this integration, your AI assistant connects directly to your Reportei account and can:

• Fetch structured marketing metrics stored in Reportei for any client project

and date range

• Browse your projects, connected data sources, and available templates
• Create reports and live dashboards for any client project
• Set up and manage scheduled report automations with email or notification delivery
• Log timeline events and milestones for client projects

All data is served from Reportei's own API. Reportei manages authorization and data collection from each connected source on your behalf.

This integration is intended for existing Reportei subscribers who want to query their account data and automate reporting workflows through conversation.