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Event Planner Guide

How to Automate Document & Report Creation as a Event Planner

Wrapping up events for clients like Greenfield Corp means tracking attendance, vendor scores, and budget gaps. Right now, that info lives in voice memos, email chains, and scribbled site notes. Finding it all feels like a Sunday scavenger hunt that holds up your invoicing.

The Current Reality

The Manual Way

Pulling data from five different places just to make one PDF report for the client.

3 hours per event
  1. Listen to call recordings to find final headcounts and diet changes.
  2. Download vendor invoices from emails to tally total spend.
  3. Check spreadsheet tabs to compare budget vs. actuals for things like AV and catering.
  4. Write the summary in Google Docs while jumping between windows.
  5. Format the doc, add charts, and save as a PDF to send over.

With Christine AI

The Christine Way

Christine grabs scattered details from your texts, photos, and calendar to build a formatted Google Doc in seconds.

You

Text Christine: 'Create wrap-up report for Morrison Gala. 220 attendees, $16.8k spent of $18k budget. Valet was late, everyone else 5 stars.'

Christine

Christine pulls expense numbers from your receipt photos and calendar invites, then writes the full summary in Google Docs.

You

Reply: 'Add a section on the rainy weather contingency and how the tent hold saved us.'

Christine

Christine adds the section, fixes the budget table, and emails you the editable link.

Time Saved Per Week

2.5 hours per event report

Back in your pocket every single week — just for this one task.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Hey, need the Greenfield retreat wrap-up by noon. 45 attendees, 8 veg meals. We went $1.2k under budget mostly because the ropes course was cheaper than quoted.
9:41 AM
Got it. I'm grabbing final invoice amounts from your receipt photos and the attendee list from your calendar invite. Should I include that feedback you gave about the AV team?
9:41 AM
Yes, note that the projector setup took 20 mins late. Also add that the venue manager, Sarah, was a lifesaver.
9:42 AM
Done. I've drafted the report in Google Docs with a budget variance table and vendor performance notes. Here's the link: [docs.google.com/...]. Ready to send to the VP?
9:42 AM
Get Started Today

Stop doing this manually.
Let Christine handle it.

Christine is your AI secretary, available 24/7 via iMessage. One flat rate — no per-action fees, no learning curve.

Try Christine for $49/mo

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