Client Mapping Automation

The client mapping process requires a lot of clicking, adding clients one by one.  Same thing with contacts to receive reports, they have to be entered one by one.  I would like to see some automation using the data in datasources we already have.  For instance all our clients are alreadyin our PSA, let me choose which ones I do or don't want to sent reports to, even using a filter like all companies with "x" company classification would be awesome.

For Contacts we coud have filter criteria like "is primary contact" or other things to help define who should receive reports.

MSPbots does this kind of automation using a feature they call "automated contact list", which is a gauge that can then be used as a list of receipients to send a report to.

Documetation about that feature: https://support.mspbots.ai/hc/en-us/articles/9074355649551-Sending-a-Scheduled-Report-Using-the-Automated-Contact-List