Case study
Automated executive reports
An operation with multiple data sources depended on manual spreadsheets to explain sales, portfolio and weekly activity.
Case profile
Sector
Distribution and services
Team size
Multi-area operation
Main challenge
Late manual reporting
Before automation
- Data spread across ERP, CRM and spreadsheets.
- Reports built manually every week.
- Source differences were hard to explain.
- Alerts arrived after issues had already grown.
What was implemented
A flow consolidates data, generates base tables, prepares plain-language executive summaries and flags anomalies for owner review.
Implemented workflow
- 1Data is extracted from approved sources.
- 2System normalizes columns and dates.
- 3KPIs and relevant variations are generated.
- 4Agent drafts executive summary.
- 5Owner reviews alerts and comments.
- 6Report is delivered by email or Slack.
Human control
Executive comments and critical alerts are reviewed by an owner before distribution to leadership.
After
- Less time consolidating data.
- More consistent KPI definitions.
- Earlier alerts on deviations.
- Reports easier for leadership to read.
Connected tools
ERPCRMGoogle SheetsDatabaseEmailSlack
Takeaways
- 1Data quality defines report value.
- 2AI helps most when explaining changes, not just charting.
- 3Alerts need clear owners.
Related resources
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