$ rundown [Beta]
Rundown
Plain-English client reports for agencies
For small marketing agencies on LeadConnector
Marketing agencies have to prove value every month or clients leave. Built-in platform reports are a wall of numbers. Rundown connects read-only to your agency CRM, pulls real client metrics, and writes a short human summary your clients actually read — with your brand on the letterhead.
// features
OAuth to your agency CRM — sandbox and production paths supported as the pilot expands.
Leads, pipeline, calls, and sources from the connected account. AI writes the narrative; numbers come from your data.
Structured report generation via Vercel AI Gateway so you can compare cost and quality across providers.
Reports render with your brand — plain English summaries clients can skim in minutes.
Generate, edit if needed, then forward. Built for the monthly retention conversation, not another spreadsheet export.
We do not modify CRM data. Tokens are stored only as needed to operate the service you request.
// how it works
- 01 Connect LeadConnector
Authorize read-only access to the CRM where your client metrics already live.
- 02 Pick a client and generate
Load sub-account metrics for a date range; AI drafts the narrative from verified numbers.
- 03 Send under your brand
Share a client-ready report that sounds like your agency wrote it — without hours of manual rewriting.
// pricing
Free during beta for connected LeadConnector agencies — pricing announced at launch.