Consulting report
Extract findings, strategic recommendations, and next steps from discovery sessions and client materials. Generate a structured consulting report that reaches clients while the conversation is still fresh.
AI report generator
Client-ready reports from any knowledge source.
Generate branded project reports from client context, uploaded materials, and meeting content.
Meeting content is optional. Any knowledge source can power the work.
Report types
Every report starts with client context.
Project status report
Pull milestone updates, task progress, flagged risks, and decisions into a comprehensive status report. Each report covers completed work, outstanding items, and escalation points for stakeholder distribution.
Sales performance report
Document revenue figures, deal progress, pipeline decisions, and strategy adjustments. Sales teams use Sembly to identify patterns across client interactions and keep leadership aligned on performance.
Client needs analysis
Capture client pain points, priorities, stated requirements, and constraints. Format a needs analysis that feeds directly into proposals, statements of work, and contract negotiations.
How it works
Context in. Report out.
No prompt engineering. No manual formatting. Sembly draws from your client environment and delivers a branded report.
01 / 03
Create a client.
Create a client workspace with branding, uploaded materials, project history, and delivery standards. Sembly uses this context for every report it generates.
02 / 03
Choose your report type.
Select the report you need and specify requirements: sections to include, timeframe, audience. Sembly adapts the output accordingly.
03 / 03
Review and share.
Receive a branded, context-aware report in PDF, DOCX, HTML, or Markdown. Refine any section, then distribute to stakeholders.
Use cases
Reports for every team.
From pipeline to performance report.
Turn account context and client interactions into pipeline updates, deal summaries, and performance reports.
Learn moreFrom project knowledge to status.
Generate project status reports, risk assessments, and executive updates from project knowledge.
Learn moreFrom calls to campaign briefs.
Produce campaign reports, brand analyses, and client updates using the correct identity and tone.
Learn moreFrequently asked questions.
What types of reports can Sembly generate?
Project status reports, consulting reports, sales performance reports, executive summaries, campaign performance reports, client needs analyses, and financial summaries. Each report uses your client's branding, uploaded materials, and project context.
How does Sembly create branded reports?
Sembly analyzes client websites and uploaded materials to derive branding elements including logo, colors, fonts, and style. These are stored in the client environment and applied automatically to every report and deliverable you generate.
What knowledge sources can Sembly use for reports?
Meeting content, uploaded documents, CRM records, project history, client websites, and connected business systems. Meeting content is one of many possible inputs — not a requirement. Any knowledge source can power the report.
What report formats does Sembly support?
Sembly generates reports in PDF, DOCX, HTML, and Markdown. PDF is formatted for print and formal distribution. DOCX is editable in Microsoft Word. HTML works for dashboards and web publishing. Markdown is compatible with Notion, Confluence, and developer documentation platforms.
How is this different from using ChatGPT or Claude?
Generic AI tools require you to manually assemble context, explain the situation, and provide branding guidelines every time. Sembly maintains persistent client environments with branding, project history, and materials already organized. The result is consistent, branded reports across your entire organization — without prompt engineering or manual formatting.
Turn client knowledge into client-ready reports.
Give every team member the context and standards to produce professional reports without starting from scratch.