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Almanac / Education
Client reporting

Less assembling reports.
More knowing what to do.

Bring the evidence, the explanation, and the next decision together. Let the account team spend its time on the client, not the monthly export.

Explore the demo See the workflow

Product preview · Sample data. No live accounts connected.

AlmanacIllustrative workflow
You ask

What should we tell Harbor Dental this month?

Start with the change, show the source, and give the client a next step. The account lead reviews before sending.

One narrativeEvidence stays attached
Source freshnessCheckReporting period
ResultsDraftCompare like-for-like
RecommendationReviewAccount lead approval
Client deliveryHoldSend after review
Explore the reporting workflow
A little less busywork. A lot more possibility.
01

One client context.

Keep the owner, evidence, and next step alongside the work instead of scattered across messages.

02

Clear checkpoints.

Make the moment for a person to review explicit. An automation should not guess who can approve.

03

A useful record.

Keep a trail of what changed and why so the next account manager can pick it up.

The workflow

Useful from the first question
to the next decision.

  1. Define the standard

    Agree on the inputs, quality bar, and people responsible before automating.

  2. Prepare the work

    Use the sample workflow to see how the steps fit together and where exceptions belong.

  3. Review and hand off

    Confirm the result, capture the decision, and give the next person a concrete action.

Product preview · Sample workflows; live integrations are not connected.

Keep the evidence close

The sample workflow pairs results with a narrative and suggested next steps. A future live report needs source timestamps, consistent periods, and explicit missing-data states.

Review before the client sees it

Automation can prepare the material. The account owner should review unusual changes and the recommended action before sending the report.

Make recurring work reusable

A monthly reporting Loop should define the sources, the comparison, the reviewer, and the delivery schedule. Standardize the process while keeping the client’s goals specific.

Read the onboarding checklist → · Read the weekly hygiene guide →

Before you connect

A few clear answers.

Can I connect a live account today?

Not in this prototype. The demo uses fictional clients and numbers. Live access requires a production integration, provider permissions, and an authorized account owner.

Does Almanac replace my account team?

No. The account team owns the relationship and the judgment. The workflow is designed to reduce preparation and make approvals explicit.

How should I evaluate it?

Start with a single workflow, a small client set, and a documented baseline. Compare effort, accuracy, and review burden. Use observed results rather than the sample numbers shown here.

See the work in context.

Explore a sample agency in Almanac. No account, payment, or real client data required.

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