kliently

 KLIENTLY — AI-Powered Client Reporting Platform

 Version 1.0 | © 2025 KLIENTLY

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OWNER CONTACT

 Name  : V. Vijayaraghavan

 Email  : vijayaraghavan1960@gmail.com

 Phone  : +968-99061298( whatsapp)

 PayPal : vijayaraghavan1960@gmail.com phonepe: 9360828210@ybl

paypal : vijayaraghavan1960@gmail.com

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FILES IN THIS PACKAGE

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 index.html          → Main KLIENTLY SaaS application

 KLIENTLY_Purpose_and_Guide.html → Full platform documentation

 Reporting_Agent.json     → n8n workflow export

 README.txt          → This file

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QUICK START

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1. Open index.html in any modern web browser (Chrome, Firefox,

  Edge, Safari). No server or installation required.

2. Navigate using the top menu:

  - Home    : Landing page & product overview

  - Features  : Reporting Agent workflow explanation

  - Pricing   : Plans (Free / Pro / Enterprise)

  - Reports   : 100-customer dashboard with charts

  - Admin    : Secure admin portal (credentials below)

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SUBSCRIPTION PLANS

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 Free Trial : $0/month — 1 client, 3 reports/month

 Pro     : $25/month — 10 clients, unlimited reports

 Enterprise : $50/month — Unlimited clients, all features

How It Works

The Reporting Agent

workflow, step by step

Built on an n8n automation pipeline powered by GPT-4.1. Here's every node from trigger to client delivery.

1

Schedule Trigger

An automated schedule (weekly by default) starts the entire pipeline without any manual action. Configurable per client to daily, weekly, or monthly.

n8n Schedule Trigger

2

AI Agent: Data Retrieval

The AI Agent calls the PMT tool (ClickUp) for task/execution data and the CRM tool (Google Sheets) for pipeline, leads, and revenue — simultaneously.

GPT-4.1-mini · ClickUp · Google Sheets

3

Report Prompt Generation

After analyzing both datasets, the AI synthesizes a structured report prompt — connecting execution activity to business impact, selecting appropriate visuals.

AI Analysis · Trend Detection · Impact Mapping

4

Visual Report Creation via Gamma AI

The prompt is sent to Gamma AI's API which produces a polished dark-themed PDF presentation with charts, funnels, and performance insights.

Gamma AI API · PDF Export · Visual-First

5

Approval Email

The report link is emailed to the account manager via send-and-wait. The workflow pauses — you review at your own pace and either approve or submit feedback.

Gmail · Human-in-Loop · Approval Gate

6

Feedback Classification & Revision

A Text Classifier routes feedback to a second AI Agent which revises the report. If approved, the workflow proceeds to final delivery.

Text Classifier · AI Revision Loop

7

Client Delivery

The approved PDF is downloaded and sent to your client via Gmail — branded with your name, professional cover message, report attached.

PDF Attachment · Gmail Delivery · Auto-Send