An AI report generator from your business data sounds simple until you try one. Most AI writing tools start from an empty box. You paste in last month’s numbers, re-explain who your clients are, describe what happened with the launch, and only then ask for the report. By the time you have fed it enough context, you could have written half the report yourself. The problem is not the writing. It is that the AI has never seen your business.
Vexlynk takes the other route. Your sources, notes, tasks and analyses already sit on one board, and the agent has read that board before you ask. This post explains what it can generate, where the result lands, and where its limits are.
What makes an AI report generator from your business data different?
Context. A generic chatbot only knows what you type into it. A report generator that works from your business data needs three things:
- Live numbers, pulled from the tools you already use, not retyped.
- Your own notes and plans, so the report knows what you were trying to do.
- A place for the result where you can edit it, keep it and come back to it.
In Vexlynk, the first comes from connected sources: Stripe, Google Analytics, YouTube, Shopify, HubSpot, Notion, Trello, ClickUp and more, each as a live card. The second is the notes, to-dos, spreadsheets and link cards you place on the board. The third is the board itself, plus the built-in Documents editor.
What can the agent actually generate?
There are two kinds of output, and it helps to know which one you want.
Document cards on your board
The Document (AI) tool generates a proposal, checklist, script or presentation from a description. Drag it onto the board, say what you need, and it produces a real draft as a document card. Double-click the card and it opens in the Documents editor, a rich-text editor with headings, lists, bold, italic and quotes. Your edits save back into the card automatically.
The docs describe the intended loop plainly: the agent writes the first version, you write the final one. The draft has your actual workspace data in it, so you are editing rather than starting from a blank page. When it is ready, a document can be viewed and shared as HTML, so the person reading it does not need Vexlynk.
Files saved to your computer
You can also ask the agent for a file: a spreadsheet, a markdown file, a Word-compatible document, a proposal. It writes one and saves it to your Downloads folder. Generated files are counted each month, and how many you get depends on your plan; the length of each file does not.
How do you generate a report from your board?
Here is a concrete walkthrough for a monthly client report, using a hypothetical consultancy.
1. Put the inputs on the board
Connect the sources the report should draw on, say Stripe for revenue and Google Analytics for traffic. Add a note with the month’s goals and a to-do card with what you delivered. If you have a page you want referenced, place it as a link card; the agent can read the page behind it when you ask, and it tells you what it read and when.
2. Ask for the draft
Drag in Document (AI), or ask the agent in chat: “Draft a one-page monthly report for this client: what we delivered, how traffic and revenue moved, and what we recommend next.” Each generation spends an AI turn.
3. Edit, then share
Open the card in the Documents editor and fix what only you know: tone, the client’s priorities, anything sensitive. Then share it as HTML, or ask the agent for a Word-compatible file instead if your client expects one.
For multi-card work, such as “build me a reporting board for this client”, the agent proposes first. It describes every card it would create and asks whether to build it now or adjust. Nothing is written to the board until you say go.
Where do Vlynks fit in?
If you find yourself asking for the same report every week, a Vlynk may be the better tool. Vlynks are built-in analyses that write an analysis card on your board each time they run, with every finding tied to the cards it came from. Financial Control covers budget against spend and cash position. Morning Brief reads the board to surface the top signal for the day. You can schedule a Vlynk daily or weekly.
The AI-written Vlynks follow a strict rule: a number appears only if a cited card states it, and a line that claims a cause is removed. The agent also reads each Vlynk’s latest run, so you can ask it to turn that analysis into a document. That is the honest split: Vlynks give you a standing, cited analysis; the document tools turn it into something you can send.
What can’t it read?
This matters for a report, because a report is only as good as its inputs. According to the agent documentation, the agent cannot read uploaded files: PDFs and other file cards are not readable yet. It does not see workspaces you are not in, sources you have not connected, or anything outside Vexlynk.
Document cards are a special case. Reading them is off by default. If you turn on “Let the agent read document cards you ask about” in Settings, the agent reads a document card when you ask about it, locally on your device, and only the relevant part travels with your question.
So if last quarter’s numbers live in a PDF, type the key figures into a note or a spreadsheet card first. The agent reads those.
When is Vexlynk not the right fit?
- If you need dashboards over a data warehouse, SQL queries, or reports shared across a large team with permissions, a business intelligence tool is the better choice.
- If your source material is mostly PDFs and scanned documents, Vexlynk’s agent cannot read those today.
- If you want a polished design-heavy report with custom branding and layouts, you will still finish it in a design or word-processing tool. Vexlynk gives you a strong first draft, not a final layout.
- If you just need a generic article written, any AI writing tool will do. Vexlynk’s advantage only shows when the report depends on your own live data.
Try it on your own numbers
Connect two sources, add a note with what the report is for, and ask for the first draft. Try Vexlynk in your browser or download the desktop app. The full list of what ships today is on the features page, and you can see plans for AI turns and generated-file allowances.
Frequently asked questions
What kinds of documents can Vexlynk’s agent generate?
The Document (AI) tool generates proposals, checklists, scripts and presentations as document cards on your board. Asked for a file, the agent can write a spreadsheet, a markdown file, a Word-compatible document or a proposal and save it to your Downloads folder.
Does the report use my real data?
It uses what is on your board: connected source cards, your notes, to-dos and spreadsheets, link cards you ask about, and the latest run of your Vlynks. It does not use data you have not connected.
Can I edit the report after it is generated?
Yes. Double-click the document card to open it in the Documents editor. Changes save back into the card automatically. The Documents editor works on desktop and on the web.
Can the agent read a PDF report I already have?
Not today. PDFs and other uploaded file cards are not readable by the agent yet. Put the figures you need into a note or spreadsheet card instead.
How do I share a generated document with a client?
A document can be viewed and shared as HTML, so your client does not need Vexlynk to read it. If they prefer Word, ask the agent for a Word-compatible file instead.
Vexlynk
Vexlynk Team