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AI connector use case · Reports

Get your monthly sales report in one question

Ask how the month went and get sales, payments, best sellers, expenses, the sales funnel and campaign results from your own InboxCRM data.

  • Reading on
SALES REPORT IN ONE ASK: Sales and payments; Best sellers and expenses; Funnel and campaigns

The prompt

Copy this into Claude, ChatGPT or Gemini

How did sales go in the last 30 days compared with the 30 days before? Show orders, total sales, paid versus unpaid, best sellers, expenses and campaign results in a table.

Change the names, times and amounts to your own.
  • Reading on: Switch on “Let Claude read my chats and orders” on the Claude tab of InboxCRM’s HTTP API window.

Step by step

How to do it

What you get: A real picture of the business from your own numbers, not a guess.

  1. 1Switch on reading in InboxCRM.
  2. 2Paste the prompt.
  3. 3Read the table and ask follow-ups such as "why did sales drop in week 2?".
  4. 4Copy the table into a message to your partner or accountant.

Tips

  • Ask for the same report on the 1st of every month.
  • Ask "what should I restock?" based on best sellers.

Watch out

Reports only know what is recorded in InboxCRM.

Connector tools used:reportslist_orders

Not connected yet?

Add one address to your AI app, sign in with your InboxCRM account and choose what it may read and change.

Set up the AI connector

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