A Briefing is a single PDF that synthesises across every source you care about, with cross-source AI commentary and a page-level overall review, delivered on a once-per-calendar-month cadence. That shape fits a handful of jobs particularly well. Each section below has a short summary plus a deeper write-up on the Chartcastr blog — half release note, half playbook for the use case.Documentation Index
Fetch the complete documentation index at: https://docs.chartcastr.com/llms.txt
Use this file to discover all available pages before exploring further.
Accelerated client reporting
For agencies that build the same monthly client report by hand. One Briefing per client, rows for each theme (Acquisition, Retention, Finance, etc.), AI commentary already written, PDF auto-delivered on the 1st. The before / after is stark: 4–6 hours per client per month becomes a one-time setup. Reporting that lagged the data by a week now fires automatically when the month closes.Read the playbook
Accelerated Client Reporting with Chartcastr Briefings — agency setup walkthrough, the time-cost math, and where to start.
Board deck asset prep
For founders and finance leads who rebuild the appendix every board cycle. The Briefing becomes the living appendix — Finance, Growth, Retention, Acquisition, Product as rows — and the overall review becomes the first draft of the CEO’s “what happened this month” page. Stable structure, fresh data, monthly cadence, polished output. That’s exactly what a board deck appendix needs.Read the playbook
Stop Rebuilding the Board Deck — how Briefings hold up across 12 board cycles, and what the PDF looks like when it lands in a board pack.
Pitch deck prep
For founders who are mid-fundraise and tired of patching stale charts into the deck. A “metrics for investors” Briefing lives next to the deck — not inside it. The deck stays deliberate; the Briefing carries the freshness load. Trigger a manual snapshot before any investor call. The cover summary and overall review give the investor enough context to come prepared with sharper questions.Read the playbook
Pitch Deck Prep: A Briefing for Every Investor Conversation — the deck-vs-metrics-pack split, the before-call workflow, and what investors actually want.
All-hands progress reports
For leadership teams that assemble the monthly all-hands recap from scratch every cycle. One row per function — Product, Go-to-market, Customer Success, Engineering, People — and the AI cross-analysis surfaces the themes leadership would otherwise hunt for across six different dashboards. The PDF lands the morning of the all-hands. Leadership reads it once, edits the framing, walks into the meeting an hour later.Read the playbook
The All-Hands Progress Report, Written for You — the section structure, the morning-of workflow, and what leadership keeps doing vs. stops doing.
Pick the one that fits and start there
Don’t roll Briefings out across every workflow at once. Pick one job — the one that’s most painful right now — and build a single briefing for it. Run a manual snapshot before the next reporting cycle. Compare the output to what you’d have built by hand. By cycle two you’ll know the shape, and the other use cases will feel like obvious next steps.Briefings overview
What a briefing is, plan limits, and how rows and items compose.
The /admin/briefings page
Tour of the list, composer, settings, and snapshot history.