Search & Insight
AI Contract Intelligence
Extracts key terms, dates and obligations across your contract library.
Search & Insight
AI Report Intelligence
Long reports get condensed into a written summary of the key findings, in your brand voice, without anyone reading the whole thing.
Long reports land on desks and get skimmed, or not read at all, because nobody has a spare afternoon. AI Report Intelligence reads the full document and writes a clear summary of the key findings in your brand voice, in up to three formats you choose. Summaries go to your drive, CMS or inbox. A named reviewer approves what goes out.
- Key findings from long reports in a short, readable summary
- Written in your brand voice, in up to three formats
- Every output approved by a reviewer you name
$2,400
20–30 working days
Optional maintenance $249/mo
What it is
AI Report Intelligence reads long or dense reports and source documents, then generates a written summary of the key findings in your brand voice, delivered to the destination you choose. It can produce up to three output formats, such as a briefing note or an email, and a named reviewer approves outputs.
Why businesses buy it
Research papers, supplier reports and market updates hold useful findings, but reading them in full takes time your team rarely has. The result is decisions made on a skim, or on nothing at all. After this build, each report arrives with a summary of what matters, written the way your business writes, ready for a briefing note, an email or a page. The Scope Card sets the pipeline, output formats and destination in writing before you buy, so you know exactly what the summaries will look like and where they will land.
Problems this solves
Long reports go unread because nobody has time to digest them
Report Intelligence reads dense reports and source documents, then writes a summary of the key findings. Busy readers get the main points without wading through every page.
Summaries come out in a different style every time
Summaries follow your brand profile and up to twenty reference examples you supply. They read in your house voice, whoever triggered them and whatever the source.
The same findings are rewritten for email, briefings and updates
One generation pipeline produces up to three output formats, such as a briefing note or an email. A named reviewer approves outputs before they go out.
A good fit if
You receive long or dense reports, research or data documents that someone currently has to read in full to find what matters.
You want a condensed summary of key findings generated automatically, each time a new source report comes in.
You have brand guidelines or reference examples of the tone and structure you want the summary written in.
You want the summary delivered straight to a destination such as your CMS, a shared drive, your store or an inbox.
Not the right fit if
You want structured fields pulled from a document, not a narrative summary of it. See AI Document Extraction, built for pulling data rather than writing commentary.
You already publish a recurring numeric report and want its own commentary automated. See our AI Report Narratives product, built specifically for narrating a report you already produce.
Your source is a contract and you need its terms and risk clauses, not a general summary. See AI Contract Intelligence, built for that document type.
You need more than one destination system or more than 3 output formats. Add a note at checkout for a quote, or start from our Custom AI enquiry form.
How it works
- You give us the long reports or source documents this build should summarize, plus 10 to 20 reference examples of the tone and structure you want.
- We build a generation pipeline that reads each new source document and drafts a condensed summary of its key findings, in up to 3 output formats.
- The first 25 sample outputs are reviewed and approved by the person you name before anything goes live unattended.
- Once approved, the summary is delivered automatically to your chosen destination, such as your CMS, drive, store or inbox, each time a new source arrives.
- If a finding looks inconsistent with the pattern in your reference examples or the source's own numbers, the draft flags it for a human check instead of guessing.
- You get two rounds of changes to the tone or structure before the 30-day support window closes.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Your brand guidelines and tone-of-voice examples, so summaries read like your team wrote them.
- 10 to 20 reference examples of report summaries you already like.
- Access to the destination you want summaries delivered to, such as your CMS, store or drive.
- The reports or source documents to start with, and roughly how often new ones arrive.
- The name of the person who approves outputs before they go live.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- One decision-maker who can sign off on the approved tone and structure.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake confirmed, reference examples and destination agreed.
Weeks 1–2
Generation pipeline built to summarize your source reports.
Week 3
Delivery to your destination system configured.
Weeks 3–4
25 sample outputs generated for your review and approval.
Week 4
Your feedback applied across two rounds of changes.
Go-live
Live, recorded handoff session, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $2,400 |
| Express | 15–25 working days | $2,900 |
| Rush | 10–20 working days | $3,350 |
What you receive at handover
- AI Report Intelligence configured with one generation pipeline delivering to one destination, such as a drive or inbox
- Up to three output formats set up, built on your brand profile and up to 20 reference examples
- A reviewer approval step for outputs
- A test report of 25 sample outputs reviewed and approved by you
- An admin guide and a recorded 45-minute handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can save senior staff time spent reading long reports in full.
- Helps findings reach the people who need them in a format they will read.
- Keeps summaries consistent in tone and structure.
- Time to produce a summary
- Time how long a manual summary takes before launch. Compare with reviewer time per output after.
- Outputs approved without edits
- Count approved outputs with and without changes each month from the review step.
- Reports summarized per month
- Compare reports summarized after launch with the number summarized by hand before.
Before you start: List the reports your team summarizes in a month and time a few typical ones. Keep two or three past summaries to compare against.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running Report Intelligence costs roughly $20 to $150 a month in your own accounts in AI model or media-generation usage, depending on how many reports it summarizes and how many output formats you generate.
AI usage during the build and testing is billed to your own accounts too, so you keep the provider relationship.
Ask about running costsCustom requirements
If you need a second destination system or more than 3 output formats, add a note at checkout for a written Change Quote. Your order still runs on its normal timeline. Larger or bespoke projects use the Custom AI request form.
Request a custom versionKeep it running
Monthly maintenance covers monitoring, fixes and a monthly allowance of change hours, which covers tone tweaks and new reference examples. It starts after the 30 days of support and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A summarization tool charges a monthly subscription per seat, used or not | A research or editorial agency bills per report or per word | Ours is one fixed price, shown on this page before you buy |
| Delivery | A summarization tool is instant to sign up but slow to learn your voice | An agency usually books in weeks out | Ours has a fixed delivery time shown before you buy, with faster options |
| Approval | A summarization tool publishes whatever it generates, unchecked | An agency drafts, then waits on your edits | Ours reviews 25 sample outputs with you before anything runs live |
| Delivery | A summarization tool exports text for you to paste in yourself | An agency emails a document | Ours delivers straight to your chosen CMS, drive, store or inbox |
Questions about this product
How much does AI Report Intelligence cost?
The fixed price for each delivery speed is shown in the price and delivery panel on this page before you order. It covers everything on the Scope Card: one generation pipeline, up to three output formats, delivery to one destination and the approved sample outputs you review before launch. A different kind of source report is quoted in writing first.
How is AI Report Intelligence different from AI Report Narratives?
Report Narratives writes the commentary for a recurring numeric report you already publish, explaining the numbers in your voice. Report Intelligence reads long or dense source reports and condenses them into a summary of key findings, for reports you haven't already built a narrative pipeline around. Choose Intelligence when the source itself needs summarizing, not just narrating.
Does AI Report Intelligence pull structured data, or write a narrative summary?
It writes a narrative summary of key findings, not a table of structured fields. If you need data pulled out into fields you can filter and sort, AI Document Extraction is built for that instead. Report Intelligence is for turning a long document into something shorter that people on your team will actually read and act on.
How much does AI Report Intelligence cost to run each month?
Running costs sit in your own accounts, and we charge nothing per summary. Expect roughly $20 to $150 a month in AI model usage, depending on how many reports are summarized and how many output formats each one generates. Very long source reports cost more than short ones. Monthly maintenance is optional if you want the voice tuned over time.
Is our source report content kept confidential with AI Report Intelligence?
Yes. Every credential and connected account is shared by adding our team as a user or creating a key you control during setup, never by email, and source documents move only between the systems you connected. The generation pipeline reads content to draft a summary; it doesn't publish or share source material elsewhere, and sensitive examples can be redacted first.
How long does AI Report Intelligence take to launch?
The delivery time for each speed is shown in the price and delivery panel on this page, counted from the day your intake is complete and access is verified. Most of the build goes into tuning the pipeline to your brand voice and testing it on real reports, so send reference examples you genuinely like.
Can AI Report Intelligence summarize more than one type of report?
The standard build covers 1 generation pipeline with up to 3 output formats from a single kind of source report. A genuinely different report type is usually a second pipeline, quoted as a Change Quote before it starts, though small variations in an existing report's format often fit inside monthly maintenance instead.
Can I cancel AI Report Intelligence maintenance later?
Yes, in any month. Maintenance bills monthly with no lock-in, and the generation pipeline keeps producing summaries either way; cancelling only stops the included monitoring, fixes and monthly change hours. The 30 days of post-launch support that come with every order continue regardless of whether you keep maintenance.
Stop reading the whole report just to find what matters.
Order AI Report Intelligence and it turns long reports into key-findings summaries on a fixed delivery date. The scope above is what you get, in writing, before you pay.
Works well with