Quick summary
A guide to stop building repetitive reports by hand and start receiving them ready to go.
Weekly reports are the perfect use case
Because they're predictable, repetitive and easy to validate. On top of that, the contrast between building one by hand and receiving it ready to go is striking.
What an automated report can include
- key metrics
- comparison with the previous week
- alerts
- executive summary
- a draft ready to share
Which teams get the most out of it
Marketing, leadership, consulting, ecommerce and any business that reviews its numbers regularly.
How to get started
Pick a single source, a single frequency and a very clear output format.
Frequently asked questions
Is this useful for a small business?
Yes. In fact, the less spare time you have and the more you're juggling, the more the value shows.
Do I need to know about AI?
No. The whole point is to reduce friction, not add complexity.
Can I start small?
Yes. The best approach is to start with one very specific use case and expand from there.