Monday Reports overview

Monday Reports are AI-generated weekly recaps for each business. Every Monday the system produces a recap covering the previous week’s Spend, Leads, Calls, Closes, and qualitative commentary — ready for review and delivery to the client. Open it from the left sidebar under AI → Monday Reports. The list is filtered to the business in the top-left Business Space selector.

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Two reporting styles

Every business can use one of two layouts:

• System default — Standard Weekly Recap. The built-in canonical layout. Works for any business without setup.
• Custom template. Upload your own sample report (PDF, DOCX, MD, HTML, or TXT) and the AI mirrors its structure for every future weekly report — sections, ordering, tone of voice, and chart placement.

Manage layouts from the Templates screen.

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In this section

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Header controls

The Monday Reports screen has four primary actions in the top right:

• Templates — Opens Monday Report Templates.
• Automation — Opens the per-business automation settings.
• Refresh — Reloads the report list.
• Generate — Opens the Generate Monday Report dialog to create a report manually.

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How the AI uses your data

Reports pull from the same sources as the rest of the product:

• Spend, CPL, CPBC, ROAS — Facebook Ads.
• Leads, Calls, Q Leads, Closes, Cash Collected, Contract Value — GoHighLevel via the mapped custom fields and qualification rules.
• Behavioural signals (optional) — Microsoft Clarity aggregates when connected.

Reports consume tokens from your agency balance; heavier templates with more narrative sections cost more than the default.