Automated reporting and dashboards
Figures pulled from every system, reconciled, checked for anomalies and drafted into the report your team actually reads.
The problem
- Monday morning goes on copying numbers into a spreadsheet.
- Two systems disagree and nobody has time to find out why.
- The commentary is written at the last minute, so nobody acts on it.
Tools it connects
- Google Sheets
- BigQuery or your warehouse
- HubSpot
- Stripe
- Slack
- Looker Studio
How we measure the results
Every number comes from your own systems and the agent's audit trail, measured against a baseline taken before launch.
1Baseline
Before launch we measure the same numbers for two weeks, from your own systems, so results are compared, not claimed.
2Log every run
Each run writes to the audit trail: time taken, actions, tools touched, handovers and every human decision.
3Weekly report
A short report compares each metric with the baseline and lists the cases a person had to fix.
4Monthly review
With the workflow owner we tune thresholds, fix exceptions and decide what the agent takes on next.
| Metric | How we measure it | Data comes from |
|---|---|---|
| Time to produce the report | Time from the reporting window opening to the report being published. | Audit trail |
| Reconciliation differences found | Number and value of differences found between sources each cycle. | Reconciliation log |
| Anomalies caught before circulation | Flags raised and confirmed by the data owner before the report went out. | Audit trail |
| Report readership and follow-up actions | Opens of the report and actions logged against it. | Dashboard and task tool |
| Analyst hours returned | Baseline analyst hours per cycle minus review time after launch. | Baseline sample |
Frequently asked questions
Still weighing it up? Ask us directly. We reply within one business day.
Ask a questionNo. It feeds and checks the tool you already use, and writes the commentary around it.
Find the first workflow worth automating.
Book a free call and we will tell you honestly whether AI automation helps, and where to start.
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