The Reports AI Agent is designed to simplify the process of completing reports in Enlivy. Instead of manually writing or formatting long updates, you can provide the AI with your raw information and optional instructions, and it will organize everything into a clear, structured report.

Whether you need a short daily update or a detailed weekly summary, the AI Agent helps you save time while keeping reports consistent and easy to read.

How to Use the Reports AI Agent

When you open a report in Enlivy, you’ll see an AI Agent button. Clicking it will open a panel with two main tabs that guide the process:

Information → Report

Here, you can paste or type the raw information you want to include in the report. This could be:

  • Notes from your day or week
  • Tasks you completed
  • Updates on progress
  • Any unstructured text you want to summarize

You don’t need to worry about formatting, just give the AI the main details.

AI Agent in a Report

Information → Instructions

This tab is optional, but very useful. Here, you can tell the AI how you want the report to look. For example:

  • “Summarize this in 3 short bullet points.”
  • “Write this as a short paragraph for a weekly update.”
  • “Sort the tasks into ‘completed’ and ‘in progress’ sections.”

The clearer your instructions, the more tailored the final output will be.

Generate Structured Content

After filling in the Report tab (and adding instructions if needed), simply confirm and let the AI process your input. It will produce a clean, structured version of the report, which you can review, edit, and submit.

Information structured by the AI agent, ready to be applied to the report form

Applying AI-Generated Content to the Report Form

Once the AI Agent structures your information, you can review the generated text and, if it looks good, simply click “Apply to Form”.

When you do this, the AI output is automatically placed into the corresponding fields of the report form, saving you the effort of copying and pasting everything manually.

AI-generated report content applied to the report form

Example Scenarios

Quick Daily Report

  • Information → Report: “Fixed 2 bugs in the invoice system, reviewed the new dashboard design, and joined a meeting with the finance team.”
  • Information → Instructions: “Make a 3-bullet point daily summary.”
  • AI Output:
    • Fixed 2 bugs in the invoice system
    • Reviewed new dashboard design
    • Attended finance team meeting
AI generated Report Example

Weekly Project Update

  • Information → Report: “Completed phase 1 of the onboarding workflow redesign. Delays on phase 2 due to missing client feedback. Scheduled two meetings with the dev team to unblock tasks.”
  • Information → Instructions: “Write this as a weekly update with sections for completed, pending, and next steps.”
  • AI Output:
    Completed: Finished phase 1 of the onboarding workflow redesign
    Pending: Waiting for client feedback to proceed with phase 2
    Next Steps: Two meetings scheduled with the dev team to unblock tasks
AI generated Report Example

Why Use the Reports AI Agent?

  • Save Time – Stop spending extra minutes formatting and rewriting.
  • Keep Reports Consistent – AI ensures reports follow a clear and professional structure.
  • Turn Notes into Reports – Convert messy updates into clean, actionable summaries.
  • Stay Focused on Work – Spend more time doing the work, not reporting it.