Automate Report Generation Across 15Five with AI
Purpose-built AI agent for Report Generation — connects to 15Five in minutes so your team can stop doing the work by hand.
Weekly scorecard generated. Notion doc + Slack digest sent:
Meeting notes
- • Pipeline: $4.2M (+12% WoW) · Closed-won: $812K vs. $700K target.
- • Top risk: Northwave deal slipping to Q3 ($140K).
- • Bright spot: 6 inbound demos from the LinkedIn launch — 4 ICP fit.
How does 15Five work for Report Generation automation?
15Five works for Report Generation automation by powering a DeskFerry agent that runs the workflow end-to-end inside your existing tools — no code, no custom build.
- 01
Trigger fires
The agent connects to 15Five alongside the other apps your team already uses, watches for the triggers that matter for Report Generation, and takes the next step on its own while keeping a complete audit trail for review.
- 02
Pull pipeline data from @Salesforce
Generate comprehensive reports from multiple data sources with a single trigger.
- 03
Compile the exec scorecard
Teams typically see weekly → On-demand pulled straight from source data once the agent is in production.
- 04
Post it in @Slack
You stay in control: every action is logged, confidence thresholds are configurable, and anything ambiguous is queued for a human instead of being silently auto-completed.
- 05
You approve
Anything under your confidence bar waits for a human.
How you tell it what to do
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1Pull pipeline data from @Salesforce
- 2Compile the exec scorecard
- 3Post it in @Slack
How it connects
Connect 15Five. The agent does the rest.
Claude and ChatGPT are already running on our side. You connect 15Five with one click, and report generation runs inside it.
Claude and ChatGPT run on our keys. Nothing for you to configure.
- 15FiveConnect
- SalesforceConnect
- SlackConnect
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What 15Five + DeskFerry can do
Real 15Five actions your AI agent can perform automatically — no manual work required.
Onboard new employees
Trigger onboarding workflows when a new hire is added to 15Five, provisioning accounts and sending welcome materials.
Track time-off requests
Sync leave requests and approvals from 15Five to team calendars and payroll systems automatically.
Update employee records
Push profile changes, role updates, and department transfers in 15Five to all connected HR and IT systems.
Run payroll calculations
Pull attendance, overtime, and benefits data from 15Five to prepare accurate payroll inputs each cycle.
Manage performance reviews
Schedule review cycles in 15Five, collect feedback from reviewers, and compile summaries for managers.
Post job openings
Publish approved job listings from 15Five to multiple job boards and career pages simultaneously.
Screen applicant resumes
AI parses incoming applications in 15Five and scores candidates against role requirements and qualifications.
Offboard departing employees
Trigger offboarding checklists when an employee exits 15Five, revoking access and recovering company assets.
Pipeline: $4.2M (+12% WoW) · Closed-won: $812K vs. $700K target.
Fields extracted and validated; assignee notified in Slack.
Held for review — one value fell under your confidence bar.
Human in the loop
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Governance
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Agent2:47 PM
Updated Notion · Weekly exec scorecard with the result.
- Agent2:46 PM
Applied your rule and recorded the result.
Reason: All required fields matched with high confidence.
- Agent2:45 PM
Wrote the record for Exec scorecard · Week 11.
- Agent2:44 PM
Read the transcript and extracted action items.
- Agent2:30 PM
Triggered by call end event in Granola.
How it works
Get started in three steps
Step 01
Connect 15Five
Link 15Five to DeskFerry with secure OAuth. Employee data and HR workflows sync immediately.
Step 02
Configure HR Automation
Set up triggers for 15Five events — new hires, leave requests, reviews — and define the AI-driven responses.
Step 03
Streamline People Operations
AI handles routine HR tasks in 15Five so your team focuses on culture and strategy. Track time saved per process.
Start automating Report Generation for 15Five
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
Can I customize which 15Five events trigger Report Generation actions?
Yes. You define exactly which 15Five events start Report Generation workflows — new records, status changes, messages, or custom triggers. Each trigger can have conditions so Report Generation actions only fire when your specific criteria are met in 15Five.
Can the 15Five Report Generation agent also work with other tools in my stack?
Yes. The Report Generation agent connected to 15Five simultaneously interacts with 1,500+ other apps — CRMs, databases, email platforms, and more. A single Report Generation workflow can pull data from 15Five, process it, and push results to multiple destinations.
What reporting does DeskFerry provide for Report Generation tasks processed through 15Five?
The dashboard shows Report Generation-specific metrics for your 15Five integration — tasks processed, average handling time, success rates, and escalation frequency. You can track how 15Five-triggered Report Generation workflows perform over time.
How long does it take to set up Report Generation automation with 15Five?
Most users connect 15Five and launch their first Report Generation automation within 10 minutes. The guided wizard handles OAuth authorization, and you configure Report Generation-specific rules through a visual no-code builder.
What kinds of Report Generation can the agent produce for 15Five?
The agent assembles operational reports, executive dashboards, client deliverables, and the 15Five-specific reports your business runs — pulling data from every connected system and applying your formatting standards consistently.
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