Add a new Workflow action in HighLevel that can automatically generate and attach/send a “Prospecting Report” based on selected data sources (e.g., recent activities, funnel metrics, contact engagement, pipeline status). Key capabilities:

Triggerable via workflows (e.g., tag added, stage changed, form submitted)

Configurable report template (sections, KPIs, date range)

Output options: PDF/CSV/HTML

Delivery options: email to contact/owner, attach to opportunity, upload to media library

Tokens/merge fields for personalization

Logging of report generation in contact/opportunity timeline

API support for external triggers

This will let users automate prospecting insights at scale without manual steps, improving efficiency and follow-up quality.