Reports & Synthesis
Upshot's core capability: pull raw activity from your tools, interpret it with AI, and generate polished reports tailored to different audiences.
How synthesis works
Every report goes through a 5-stage pipeline:
Fetch latest data from all connected integrations for the selected time range.
AI interpreter prompts analyze each data source — understanding what a PR, issue, or error event means in context.
Related items are grouped into logical work streams (e.g., a PR + Linear issue + Sentry error = one shipped feature).
Each cluster is scored by impact, audience relevance, and sensitivity level.
Output prompts produce the final report in the selected audience's voice, tone, and format.
The 4 audiences
🛠 Team
Technical updates for engineers. Includes what shipped, what broke, DORA metrics, PR highlights, and deployment details. Uses technical language — commit SHAs, error traces, metric changes.
📈 Leaders
Executive summaries for engineering managers, VPs, and C-suite. Focuses on business impact, velocity trends, team health, and strategic alignment. Abstracts away technical details into outcomes.
👥 Customers
Polished changelogs and update emails. Highlights new features, improvements, and bug fixes in customer-friendly language. Automatically filters out sensitive items (security patches, payment bugs, internal tooling).
📰 Market
Editorial blog posts for marketing. Storytelling-driven, product-narrative style. Turns shipped features into compelling content that positions your product and team.
Format options
| Format | Best for | Delivery |
|---|---|---|
| Leaders, Customers | Sent via connected email or copied as HTML | |
| Slack | Team | Posted to a Slack channel |
| Blog / Changelog | Customers, Market | Published to your public changelog or blog |
Report scheduling
Set reports to generate automatically on a recurring schedule:
- Weekly — every Monday morning (configurable day)
- Biweekly — aligned to your sprint cadence
- Monthly — end-of-month summaries
Scheduled reports go into a review queue before publishing. You'll get a notification to review, edit, and approve — or auto-publish if you trust the output.
Review & approval flow
- Report is generated and enters Draft status
- Reviewers receive a notification (email or Slack)
- Open the draft in Upshot to review, edit inline, or leave comments
- Click Approve & Publish or Regenerate with Feedback
Regenerate with feedback
Not happy with a draft? Click Regenerate and provide specific feedback — "make the tone more casual", "emphasize the performance improvement", "remove the section about internal refactoring". Upshot regenerates with your guidance incorporated.