Documents
Reports Generated From Live Data
Automate recurring reports — weekly performance summaries, monthly business reviews, campaign retros — generated from live data and kept as persistent, AI-accessible team knowledge.
The Challenge
Recurring Reports Should Not Start From Exported CSVs.
Every week someone exports the numbers, pastes them into a document, rewrites the same narrative, and sends it around. And the conclusions — what worked, what was decided, what to do next — end up scattered across threads and one-off files nobody can find later.
Vendo Documents removes both problems. Recurring reports generate from live data on a schedule, so the copy-paste reporting cycle goes away. And the context your team writes down lives as persistent, searchable markdown documents — institutional memory available to the Agent and over MCP, so your AI tools share the same written context your team does.
Automate the Reports You Write Every Week
Set the cadence once. The document generates itself from live data — no exporting, no reformatting, no reporting cycle.
Weekly Performance Summaries
Schedule a weekly summary once and it generates itself from live data — no exporting, no copy-paste, no Monday-morning scramble.
Monthly Business Reviews
Recurring business reviews built from the same governed data your dashboards use, ready before the meeting instead of after it.
Campaign Retros
Capture what happened, what changed, and what to do next in a written retro — generated from the data, not reconstructed from memory.
Built From Live Data
Every generated document draws on your connected, transformed data, so the numbers in the write-up match the numbers in the platform.
Team Knowledge That Outlives the Session
Persistent markdown documents for decisions, playbooks, and operating context — the written layer your whole workspace builds on.
Markdown Documents
Persistent markdown documents stored per account, written in a rich editor with markdown output — easy to read, easy to edit, easy to share.
Institutional Memory
Decisions, strategy notes, playbooks, and operating context persist across sessions — knowledge stops living in one person’s head or a lost thread.
Searchable Knowledge
Unlike chat history, Documents are editable, searchable, and intentionally structured, so the team can actually find what was written down.
Playbooks and Operating Context
Store runbooks, client-specific context, and analysis conclusions where both teammates and the Agent can reference them across sessions.
Your AI Tools Read the Same Documents Your Team Does
Documents bridge sessions, teammates, and tools. The Vendo Agent references them in analysis, and MCP-connected AI tools can list, search, read, and write them — shared written context for every assistant you work with.
Available to the Agent
Reference a document in conversation — "using our Q1 channel strategy document, analyze whether Meta spend aligns with the plan" — and the Agent reads it and works from it.
Full MCP Document Tools
List, read, search, create, update, and delete documents over MCP, so external AI tools like Claude Code and Cursor share your team’s written context.
Shared Document Context
Your team and your AI tools work from the same documents — the context you write once informs every analysis that follows.
Delivered Where You Work
Generated documents are delivered to your inbox and can be routed into the workflows your team already uses.
Delivered to Your Inbox
Generated documents and summaries land in your email inbox, so recurring reports reach the team without anyone logging in to fetch them.
More Delivery Options
Route reports and summaries into the places your team already works.
Part of the Vendo Platform
Documents capture the written output. The analysis behind it comes from the rest of the platform.
FAQ
Frequently Asked Questions
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