Skip to main content

Budsy: Your AI Assistant

Introducing Budsy: Your AI Assistant for ReportGarden

Budsy is ReportGarden's AI-powered assistant, built to help you get everyday tasks done using plain, natural language. Instead of clicking through multiple screens, menus, and settings, just tell Budsy what you'd like to do, and it will guide you through the process or complete the task for you.

From creating clients and linking marketing accounts to building reports and sharing dashboards, Budsy helps you create faster, right from a conversational interface.

ReportGarden Budsy continues to evolve will support for more functionality and capabilities, becoming an increasingly powerful productivity assistant.

Availability

Budsy is currently rolling out gradually and is not yet enabled for all accounts. If you don't see Budsy in your workspace and would like to try it out, contact support to request early access.

What Budsy Can Do

Budsy can assist with a wide range of common ReportGarden tasks, including:

  • Creating new clients

  • Adding and mapping accounts to clients

  • Adding logos to clients

  • Linking supported marketing platform accounts

  • Building reports using existing templates

  • Generating PDF reports

  • Sharing live report links

  • Scheduling automated report emails

  • Inviting teammates to your workspace

New capabilities are added regularly, so Budsy can automate more of your ReportGarden workflows over time.

Getting Started

Using Budsy is simple:

  1. Sign in to your ReportGarden account.

  2. Open Budsy from the left navigation panel(else request access from our support team)

  3. Type your request in the chat box.

  4. Press Send.

Budsy will analyze your request, determine the right action, and either complete the task or ask for any additional information it needs.

Using Natural Language

Budsy understands conversational language, so there's no need to memorize commands or navigate complex menus. For example, you can ask Budsy to:

  • "Create a new client called Acme Marketing."

  • "Link my Google Ads account."

  • "Build a monthly report using the Marketing Performance template."

  • "Generate a PDF of the July performance report."

  • "Share this dashboard with my client."

  • "Email this report every Monday at 9 AM."

  • "Invite [email protected] to my workspace."

Just describe what you want to accomplish, and Budsy takes care of the rest.

How Budsy Works

Budsy uses artificial intelligence to understand your intent and translate your request into actions within your ReportGarden account. Depending on the task, Budsy may:

  • Ask follow-up questions when it needs more information

  • Confirm sensitive or irreversible actions before proceeding

  • Notify you once a task is completed successfully

  • Offer guidance if a request can't be completed automatically

Budsy is designed to make complex workflows feel as simple as having a conversation.

Data Privacy and Security

Your privacy and data security remain a priority when using Budsy:

  • Your prompts are securely processed to understand your request.

  • Only the information required to complete your requested task is accessed.

  • Budsy performs actions strictly within the permissions tied to your ReportGarden account.

  • Your data is never used beyond what's necessary to fulfill your request.

Things to Keep in Mind

To ensure the best experience:

  • Budsy may ask for clarification if your request is incomplete or ambiguous.

  • Some actions require specific user permissions and may not be available to everyone.

  • AI-generated responses can occasionally contain inaccuracies, so always review important actions before confirming them.

Best Practices

For the best results:

  • Be as specific as possible when describing your request.

  • Include the names of clients, reports, or accounts whenever applicable.

  • Review confirmations carefully before approving important actions.

  • Use clear, conversational language rather than short keywords or fragments.

Frequently Asked Questions

Does Budsy replace the ReportGarden interface? No. Budsy complements the existing ReportGarden interface by offering a faster, conversational way to complete common tasks. You can continue using the traditional interface whenever you prefer.

Can Budsy create reports? Yes. Budsy can create reports using your available templates and guide you through any required configuration.

Can Budsy generate PDF reports? Yes. Budsy can generate PDF versions of supported reports for download or sharing.

Can Budsy schedule automated reports? Yes. Budsy can help configure recurring email schedules for supported reports.

Can Budsy connect marketing platforms? Yes. Budsy can assist with linking supported advertising and analytics platforms to your ReportGarden account.

Can Budsy invite team members? Yes. If you have the required permissions, Budsy can send invitations to new teammates within your workspace.

What happens if Budsy doesn't understand my request? If Budsy can't determine your intent, it will ask follow-up questions or suggest alternative ways to complete your task.

What's Next

Budsy is continuously improving, with new capabilities added on an ongoing basis.

Future releases will expand the range of workflows you can complete directly through conversational AI, helping you get more done with fewer clicks.

Check the ReportGarden release notes regularly to stay up to date with Budsy's latest features and enhancements.

Did this answer your question?