How often can reports be generated?

You can schedule reports daily, weekly, or monthly. Most teams use weekly reports for BD leadership and monthly reports for executive summaries. You can also trigger reports manually at any time.

Can I customize the report format?

Yes. You configure the AI prompt to focus on the metrics and sections most important to your team. Some teams want revenue-focused reports, others want risk-focused reports. The AI adapts the format and emphasis to your instructions.

Who it's for: BD directors, capture managers, and GovCon executives who need regular pipeline visibility but waste hours manually compiling reports from scattered data.
What it does: Runs on a weekly schedule (configurable). AI pulls current pipeline data, summarizes new opportunities added, phase changes, wins and losses, upcoming deadlines, and revenue forecast. Generates a formatted report and delivers it to Slack, email, or an external dashboard via webhook.
Key outcomes: Eliminates hours of manual report compilation every week. Ensures leadership has consistent pipeline visibility. Catches risks and stalled pursuits before they become problems.

Generate BD Pipeline Reports Automatically with AI Workflows

Stop spending Friday afternoons compiling pipeline data. CLEATUS generates a comprehensive BD report every week — new opportunities, pipeline changes, wins, losses, revenue forecast, and key risks — and delivers it to your Slack channel or inbox.

Trusted by 500+ contractors

Auto-Generated Reports

Comprehensive Pipeline Reports Without Manual Work

Every week, the AI pulls your current pipeline data and generates a comprehensive report — new opportunities added, phase changes, wins, losses, upcoming deadlines, and revenue forecast. The report is structured, formatted, and ready for leadership review.

Weekly report generated automatically — no manual work

New opportunities, wins, losses, and phase changes

Revenue forecast and pipeline value summary

Upcoming deadlines and risk flags included

CLEATUS AI workflow generating weekly BD pipeline report automatically

Scheduled Delivery

Delivered to Your Team on Your Schedule

Reports are delivered every Monday morning (or whenever you configure) to your Slack channel, email distribution list, or external dashboard. Leadership walks into the week with full pipeline visibility — no meeting required.

Scheduled delivery — daily, weekly, or monthly

Deliver to Slack, email, or external systems

Leadership gets pipeline visibility without meetings

Customizable report sections and formatting

CLEATUS workflow delivering weekly pipeline report to Slack channel

Ready to Automate Your Pipeline Reporting?

Get comprehensive BD reports delivered automatically — no more Friday afternoon data pulls

AI generates pipeline reports on your schedule

New opportunities, wins, losses, and revenue forecast

Delivered to Slack, email, or your dashboard

Risk flags and stalled pursuit alerts included

Configure once — runs automatically every week

Join 500+ contractors already using CLEATUS

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Workflow FAQ

Frequently Asked Questions

The report includes: new opportunities added to pipeline, pursuit phase changes, wins and losses since last report, upcoming deadlines, revenue forecast by phase, stalled pursuits (no activity in X days), and key risk flags. You can customize which sections to include.