REPORTING ASSISTANT

Your Strategy’s AI Reporting Assistant

Reporting on your strategy shouldn’t be the bottleneck. Powered by AI and built for strategy leaders, Reporting Assistant transforms updates, risks, and outcomes into clear, audience-ready reports in minutes — not hours.

Used by the world's leading companies

From Update to Executive-Ready Report, Instantly

Always Up-to-Date

Stop chasing updates. Reporting Assistant pulls in the latest data, statuses, and context from your plan so reports stay fresh without the manual work.

Built with AI, Refined by You

Reporting Assistant builds in seconds what used to take hours. Refined with your insight, every report becomes a living reflection of your strategy, not just a recap.

The Right Message, Every Time

From boardroom precision to company-wide clarity, Reporting Assistant adapts tone and detail so every audience gets the right message, in the right way.

Strategy leaders shouldn’t spend hours collecting updates and formatting slides. Reporting Assistant understands your plan and helps you communicate strategy with clarity. It automates the process, saves time, and ensures every report is tailored to the right audience, so you spend less time preparing and more time leading productive conversations.

From Blank Page to First Draft in Seconds

Reporting shouldn’t start with a blank page. With Reporting Assistant, you can generate a draft instantly by giving context — what you want to share, why it matters, who it’s for, and the tone you want to strike. AI assembles a first pass for you to refine, keeping you firmly in control, always.

Prefer to guide it yourself? Start from a blank slate or choose from pre-built templates designed for how strategy communicates. Either way, the hardest part of reporting — deciding what to include — is already done.

From Numbers to Narrative

Your plan in Elate lives in one unified view, which means your reports can finally tell the whole story, not just a collection of disconnected numbers.

Add context and commentary to highlight what matters. Link objectives, outcomes, and tactics to show impact. Insert charts and filter by timeframe to match the conversation you’re leading. You can even assign sections to team members, so their updates flow directly into the report without chasing them down

The Right Report for the Right Audience

Once your report is ready, Reporting Assistant makes sharing effortless. Choose the format and tone for each audience, and let automation handle the rest.

Need a crisp executive view? A broader company summary? A detailed team update? Reporting Assistant adapts so every group gets the right level of context. And with Strategy Advisor, you can refine drafts, schedule sends, and collaborate on improvements right in the editor.

No more hours spent preparing slides or chasing updates. Instead, you’ve got a strategy-specific reporting engine running in the background — keeping leaders aligned, meetings productive, and strategy front and center.

“We finally have a golden record of what we said we’d do, what we’re doing, and what we’ve achieved.”

Lori Borden
Chief of Staff

“With Elate, we’ve been able to build a scalable, repeatable framework for planning and execution that keeps everyone aligned.”

Tony Rhine
Chief Operating Officer

“Elate gives me, as Chief of Staff, a 360° view of what’s happening across our entire strategy.”

Ed Crook
Chief of Staff

“Our goal was one source of truth—and Elate finally gave us that.”

Ben Cabeza
Chief Strategy Officer

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Make Hours Spent Building Reports a Thing of the Past

Reporting Assistant helps strategy leaders turn updates into decision-ready reports faster, clearer, and tailored to every audience.

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