Pipeline Reporting Agent
Automates pipeline reporting and status updates so managers always have a current, accurate view without manual roll-ups.
Where it fits
Sits at the reporting layer, keeping the pipeline view current automatically so managers stop chasing roll-ups.
Value & ROI
Improved efficiency and accuracy of pipeline reporting.
KPI it moves
Improved efficiency & accuracy.
Risk & compliance posture
L2, assembles reporting from existing pipeline data; managers review before it's used for decisions.
Pain points it removes
- Managers chase reps for status to hand-build a roll-up each week.
- By the time the pipeline report is ready, it’s already out of date.
What the L2 · Draft tier means
Produces a work product (a document, a query, a report, an outreach message) for a human to review and approve. Nothing the agent makes is used until a person signs off. Human role: Reviews & approves.
How you adopt it
Ships pre-built for Microsoft Copilot Studio, Power Automate and Azure. You connect it to your environment, certify it on the CAI Score, and it runs in your own tenant: no rebuild, no data leaving your walls.
Deployment & data
Agents run inside your own Microsoft Copilot Studio, Power Automate and Azure environment. Colleague AI hosts only the control plane: scores, policies and audit metadata. No customer data is ever processed on our side. Your data stays in your tenant.
What you get
- Copilot Studio connect package
- Microsoft 365 Copilot package
- Agent dossier (PDF)
One-time purchase. Your connect packages unlock as soon as secure checkout completes.
About Colleague AI
Colleague AI is the trust layer for enterprise AI. It certifies AI agents against the CAI Score (a five-tier risk classification from L1 to L5) documenting each agent’s controls and producing an audit trail. Agents run inside your own environment; we host only the governance control plane. So you deploy AI you can defend.