Team Intelligence

See How Your Entire Team Performed — Every Monday Morning

Build your team hierarchy, invite direct reports, and receive consolidated weekly intelligence reports. Track specific accounts across your team, spot cross-team patterns, and get actionable insights without scheduling a single extra meeting.

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Hierarchical Intelligence Cascade

Your weekly report automatically includes your team's activity. Intelligence flows upward through every level of your organization, so you always have the full picture.

Automatic Team Rollup

Your weekly report automatically includes your team's activity. No extra steps, no manual aggregation — intelligence flows upward naturally.

Intelligence That Builds on Itself

Your team's intelligence compounds automatically. Each person's weekly report feeds into yours — giving you a complete picture in minutes, not hours.

Unlimited Organizational Depth

A VP sees directors' reports, which include managers' data, which include individual contributors' insights. Works across as many levels as your org chart requires.

Two ways to track your team.

Choose how much intelligence flows up from each team member. Full weekly summaries, specific account tracking, or a mix of both.

Weekly Summary

Complete weekly intelligence from each team member
All meetings, all insights, all action items
Cross-meeting patterns automatically surfaced
Perfect for direct reports you manage closely

Specific Companies

Track only the accounts you care about
Example: just two key accounts from one AE
Focused intelligence without the noise
Ideal for cross-functional account oversight

Mix and match per team member. One person shares everything, another shares just their activity with specific accounts. You stay informed on what matters without the overhead.

"Monday morning I open one report and know exactly how every account is progressing across my entire team. No status meetings, no Slack threads, no guessing."
Smart discovery and easy setup.

Building your team takes seconds, not hours. CoLeaderAI recognizes leadership roles and guides you through the process.

Automatic Leadership Detection

Users with leadership titles are automatically prompted to create a team. No configuration needed — CoLeaderAI recognizes your role.

One-Click Invite

Invite team members by email. They accept with a single click and start contributing intelligence to your team report immediately.

Full Member Control

Team members can pause or revoke access at any time. Full transparency and control from the My Team dashboard — trust is built in.

Every meeting counts — no minimums.

Even if a team member had just one meeting that week, it flows up to your report. No minimum meeting threshold for team visibility.

1
Meeting is all it takes to appear in your report
100%
Full transcripts and context, not just summaries
0
Extra meetings needed for team visibility

Complete context flows upward — not just surface-level summaries. Every meeting your team has is visible in your report, regardless of how many they had that week.

Start Building Your Team Today

Create your team in seconds, invite your direct reports, and get your first consolidated intelligence report this Saturday.

Get Started Free