Email Client Reports That Arrive on Schedule Without Manual Work
Send polished email reports to clients on a schedule. Charts and AI summaries arrive in their inbox without anyone building them.
Email Client Reports That Arrive on Schedule Without Manual Work
Email still wins for some clients
Slack is great for daily communication. But some clients want a report in their inbox. Maybe it's the CEO who only checks email. Maybe it's the finance team who archives everything. Maybe the client just doesn't use Slack.
Email is universal. Everyone has it. Nobody needs to install anything.
How it works
Chartcastr sends formatted email reports on whatever schedule you set.
- Connect the data source (Meta Ads, Shopify, Xero, HubSpot, Google Sheets)
- Create a Pulse with the metrics and chart type
- Choose email as the destination and enter the recipient addresses
- Set the schedule
The email arrives with a clean chart and an AI summary. No attachments. No links to click. The data is right there in the email.
When email works best
Monthly summaries. Monthly reports have a "formal" feel. Email matches that tone better than a Slack message. Good for finance reviews, board updates, and executive overviews.
Clients without Slack or Google Chat. Plenty of businesses don't use team messaging tools. Email is the default.
Wider distribution. Need to send the same report to the CEO, the marketing manager, and the finance director? Add all three email addresses. Done.
Record keeping. Email creates an automatic archive. Clients who like to search back through old reports will appreciate having them in their inbox.
Tips for agencies
Don't overdo frequency. Daily emails get ignored or filtered. Weekly is the sweet spot for most email reports. Monthly works for executive summaries.
Combine with Slack. Send the detailed weekly report to Slack for the working team. Send the monthly summary to email for leadership. Best of both.
Use descriptive subject lines. Chartcastr formats the email subject with the source name and date. Your clients can find old reports by searching their inbox.
Get started
Create a Pulse and choose email as the destination. Add your client's email address and pick a schedule.