Automatic reporting delivery to Chat GPT
Seth Dustin
I would like a way to automatically send reports from DriveCentric to ChatGPT to generate performance reports. Currently, this has to be done manually, and we should have the option to either connect via a direct API integration or schedule reports to be sent automatically from the CRM.
Shelby Parker
Thanks for sharing this, Seth Dustin — totally hear you on the manual lift here, and an automated handoff to ChatGPT could be a big workflow win. To make sure we’re scoping this the right way, could you clarify which DriveCentric report(s) you’d want to send over and what you’re hoping the AI-generated performance summary will help you decide or act on? Also, who needs access to the generated report and where you’d want it delivered (inside DriveCentric, via email, or somewhere else)? And lastly, what cadence are you looking for (daily/weekly/monthly), and would that schedule be consistent or vary by report?