Reporting & Summarisation
I build AI agents that handle the entire reporting pipeline — from pulling data across multiple systems through to formatted, narrated output — so your team produces better reports in a fraction of the time.
Automated Report Generation
Reports that build themselves on schedule, formatted and delivered without manual intervention.
The mechanics of report generation — logging into systems, exporting data, copying it into templates, writing up summaries, emailing the result — are time-consuming and error-prone when done manually. I deploy agents that execute this entire workflow automatically on your defined schedule, producing consistent, accurate reports that arrive in the right inboxes at the right time, every time.
Scheduled Pipeline Execution
I configure report agents to run on daily, weekly, monthly, or quarterly cadences — or triggered by specific events. Each run follows the same reliable pipeline: connect to data sources, extract current data, apply calculations and transformations, generate the report, and distribute it. No one has to remember to run it or worry about missing a deadline.
Template-Based Formatting
Reports are generated using your existing templates and brand guidelines — whether that's a Google Slides deck, a PDF document, an Excel workbook, or an email digest. The agent populates the template with current data, generates charts and visualisations, and writes narrative sections that explain what the numbers mean.
Narrative Generation
Numbers without narrative are hard to act on. The agent writes executive summaries, highlights key trends, explains period-over-period changes, and flags items that need attention. The narrative is calibrated to your audience — an executive summary for leadership, detailed breakdowns for operational teams.
Distribution & Access Control
Finished reports are automatically distributed to the right recipients via email, Slack, or uploaded to shared drives with appropriate access permissions. Different stakeholders can receive different versions of the same report — a full version for the finance team, a summary for the board, an operational detail view for managers.
Multi-Source Data Aggregation
Pulling data from every system you use and combining it into unified, consistent views.
The biggest pain point in reporting is rarely the formatting — it's getting the data. Most organisations run their operations across dozens of tools, each with its own data format, API, and export quirks. I build agents that connect to all your data sources, normalise the outputs, and combine them into the unified views your reports need.
API & Platform Connectors
I build connectors to your CRM (Salesforce, HubSpot), analytics platforms (Google Analytics, Mixpanel), financial systems (QuickBooks, Xero), project tools (Jira, Asana, Linear), and any other system with an API or data export. Each connector handles authentication, rate limiting, and data extraction reliably.
Data Normalisation
Different systems represent the same data differently — date formats, currency handling, naming conventions, metric definitions. The agent normalises everything into consistent formats before combining, so your reports don't have mismatched data or require manual cleanup after aggregation.
Cross-System Reconciliation
When the same metric lives in multiple systems (revenue in your CRM versus your accounting system, for example), discrepancies are common and dangerous. The agent identifies and flags discrepancies, applies reconciliation rules you define, and notes where numbers don't match — so your reports are trustworthy.
Historical Data Assembly
Trend analysis requires historical data, which is often scattered across archived exports, legacy systems, and old spreadsheets. I configure agents to maintain a clean historical data store that grows with each reporting cycle, giving you consistent trend lines and year-over-year comparisons without manual data archaeology.
Summarisation & Live Dashboards
Meeting summaries, call recaps, and KPI digests that keep everyone informed without extra effort.
Beyond formal reports, organisations need continuous summarisation — meetings produce action items that need tracking, calls contain commitments that need recording, and KPIs need monitoring between reporting cycles. I build agents that handle all of this, producing structured summaries and maintaining live dashboards that give your team real-time visibility.
Meeting & Call Summarisation
The agent processes meeting recordings or transcripts and produces structured summaries: key decisions made, action items with owners and deadlines, follow-up commitments, and notable discussion points. Summaries are formatted for your team's workflow — posted to Slack, logged in your project management tool, or emailed to attendees.
Action Item Extraction & Tracking
Beyond summarisation, the agent extracts specific action items from meetings, calls, and email threads — identifying who committed to what and by when. These are automatically logged in your task management system and tracked through completion, with reminders sent as deadlines approach.
KPI Digest Generation
I configure daily or weekly KPI digests that pull the metrics your team cares about most — revenue pipeline, customer health scores, operational throughput, whatever drives your business. Each digest includes not just the numbers but commentary on trends, anomalies, and items that need attention.
Anomaly Detection & Alerting
The agent monitors your KPIs continuously and alerts you when something looks unusual — a sudden drop in conversion rates, an unexpected spike in support tickets, or a metric trending outside its normal range. You get notified about problems early, not when they show up in next month's report.
Ready to automate your reporting?
Tell me about the reports your team produces manually and I'll design an agent pipeline that handles them automatically.