A finished quarterly impact report drafted from your own numbers and stories, in the length and tone each audience will read. Give the app your outcome figures, a few participant stories, and who the report is for, and Taskade Genesis produces the draft: what you set out to do, what happened, what the numbers show, what you learned, and what is next.
The app embedded on this page is Investor Dashboard, a real Taskade Genesis build that packages a quarter of numbers and narrative for the people funding the work. Open a section, change the framing, then clone it in about ten seconds and rewrite it as the quarterly impact report described above.
The build is a reporting workspace, not a document template. Each section exists as its own record with the audience, the word budget, the draft, the figures it cites, and the source those figures came from. Linked records connect the report to your outcome tracker and your story collection, so a number in the text is the same number in your dashboard. You can generate three versions from one dataset: a two-page funder report, a one-page board summary, and a short donor update with the same facts in warmer language.
Workspace DNA does the assembly. Memory holds prior reports, so this quarter is written against last quarter rather than in isolation, and repeated claims get updated instead of recycled. Intelligence, backed by frontier models from top AI labs, turns figures into meaning, picks the story that illustrates the number, and writes to the length you set. Execution routes the draft for review and reminds the people who owe you a quote.
Work the report in whichever layout suits the stage:
- List view, the report in reading order for a full pass
- Board view, sections moving from drafted to reviewed to approved
- Table view, section, audience, word budget, and reviewer status
- Calendar view, the production schedule backwards from the send date
- Plus Mind Map, Gantt, and Org Chart across the multiple project views
Automations run production. With Taskade automations, the start of a quarter opens the section tasks, a section marked ready notifies its reviewer in Slack, and an approved report triggers the distribution list. Across 100+ bidirectional integrations, Google Sheets and Drive pull figures and photos in while Gmail and Slack push drafts and reminders out.
The AI agents carry built-in tools including file analysis and persistent memory, so an agent can read your outcome tracker and your story records and produce a first draft where every claim carries the record it came from.
Clone it, invite your executive director and your program leads, and the reports, the figures, and the approved language stay in your workspace for the annual report.
See other builds in the Community Gallery, start fresh at Taskade Genesis, or set your tone in Learn. Pull the figures from the outcome tracker, source the quotes from collect beneficiary stories, and send it out through the supporter newsletter calendar.
Frequently Asked Questions
Will the report contain numbers we cannot support?
Each claim is tied to the record it came from, and anything without a source is flagged rather than written confidently. Review the flags before you send, since a report is the document a funder is most likely to check.
Can it produce different versions for different audiences?
Yes. One dataset generates a funder report, a board summary, and a donor update, each with the appropriate length, tone, and level of detail. The facts stay identical across all three.
How long does a quarterly report take with this?
Most of the time moves from writing to reviewing. The draft arrives in minutes once your figures are entered, and the remaining work is the judgment and the edits only your team can supply.
Does it help with the annual report too?
Yes. Four quarterly reports become the raw material, and the agent can assemble a year-in-review draft that reuses the strongest sections and updates the totals.
Can we include photos and quotes?
Yes. Attach images and quotes to sections, and the story records carry their consent status so nothing goes public without permission on file.
What if a quarter went badly?
The app helps you write it plainly: what you expected, what happened, what you are changing. Funders generally respond better to a candid quarter with a stated response than to a silent one.
Do we need design software for the finished piece?
Not for the writing. The report is complete as text with the figures and quotes in place, and you can hand that to whoever does your layout, or send it as a clean document.