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Report Autopilot connects to your Act! CRM database, builds the exact Excel report your team relies on, and emails it to the right inbox — automatically, on the schedule you set. No exports, no reminders, no one left holding the job.
A secure, read-only link is made directly to your Act! CRM database. Nothing is ever written back, and credentials are scoped to exactly the tables the report needs — nothing more.
A Python engine pulls the current records, applies your formatting and business rules, and assembles a proper Excel workbook — sheets, headers, and conditional formatting included, exactly as your team expects it.
Set who receives the report, how often, and in what format — once. Add or remove recipients any time. From here on, it runs itself on the schedule you chose.
The finished report lands in the right inbox, attached and ready to open — every time it’s due, with no one needing to remember to run it.
| Account | Status | Renewal |
|---|---|---|
| Harbor & Vine Ltd | Active | 14 Mar 2027 |
| Ashgrove Mfg. | Due soon | 02 Oct 2026 |
| Clearwater Logistics | Expired | 19 Aug 2026 |
Nobody logs in, filters a list, and exports a CSV by hand. The report builds itself, straight from live data.
The layout, headers, and formatting your team and customers already trust — identical, run after run.
Set the schedule once. It arrives on its own from then on — no reminder needed, no one left chasing it.