Automated, scheduled reporting
The report you rebuild every Monday can build itself. We connect to your data sources, assemble the numbers into a consistent format, and deliver on whatever schedule you need: daily, weekly, or monthly.
Output arrives as a formatted PDF, slide deck, spreadsheet, email, or live dashboard, ready to read.
- Pull from CRM, analytics, databases, and spreadsheets
- Run on a daily, weekly, or monthly schedule
- Deliver as PDF, Slides, Sheets, or email
- Include charts and tables automatically
- Send to defined distribution lists
- Alert when a threshold is breached
One source, many formats
When numbers live in several tools, definitions drift and totals disagree. We consolidate sources into one reporting layer with consistent metric definitions, so every report tells the same story.
From that single foundation we can produce different layouts for different audiences without recalculating anything.
- Join data across multiple sources
- Consistent, agreed metric definitions
- Templated, branded layouts
- Drill-down dashboards where useful
- Historical snapshots for trend comparison
AI summaries, kept honest
Optionally, AI can write a plain-language narrative on top of the numbers: what moved, what stands out, how this period compares to the last. The commentary is generated, but the figures are always pulled from your data, never invented.
Every number traces back to its source, and you can keep a human review step before a report goes out.
- Plain-language narrative over the numbers
- Anomaly and outlier callouts
- Period-over-period commentary
- Optional human review before delivery
- Every figure traceable to its source
More on ai automation & workflows
Frequently asked questions
Where does the data come from?
From your own systems, connected by API, direct database access, or scheduled exports. We do not invent numbers. The automation only assembles and formats data that already exists in your tools.
Can it write the narrative and commentary?
Yes, optionally. AI can draft a written summary of what the numbers show, while the figures themselves are always pulled from source data. You can add a human review step so the commentary is checked before it sends.
What formats can it output?
PDF, Google Slides and Sheets, Excel, plain email, or live dashboards. We match the format to how each audience prefers to consume the report.