Automated reports with AI: KPIs and alerts without manual work
We connect your data sources so reports are generated and sent automatically, with summaries of what matters and alerts when something goes off track.
The data already exists; the problem is pulling it together
In many companies, preparing the weekly or monthly report means exporting data from several tools, pasting it into a spreadsheet and formatting it. By the time it reaches management, the information is already days old, and much of the time has gone into copying, not analyzing.
Automating reporting connects dashboards directly to the data sources, generates executive summaries with the key KPIs and sends alerts only when an indicator goes outside its normal range. The team stops preparing reports and starts using them.
What we automate
Data extraction
Direct connection to your ERP, CRM, accounting software, online store or spreadsheets, with automatic updates.
Dashboards and reports
Reports generated and sent at the frequency you need: daily, weekly or monthly.
AI executive summaries
A plain-language summary of what has changed and which KPIs need attention.
Smart alerts
Notifications when a KPI goes out of range, stock runs low, a lead comes in or an issue arises.
Automatic distribution
Delivery by email, Slack or Teams to each manager, with the information relevant to them.
Comparisons and targets
Performance against previous periods and against targets, so you can see at a glance whether you're on track.
How we build it
Which decisions it supports
We define who uses each report, what they decide with it and which KPIs they need.
Data sources
We identify where each piece of data lives and how to connect it without manual exports.
Report and alert design
We design the dashboard, the alert thresholds and how often it is sent.
Go-live
We activate the workflow with monitoring to check that the figures add up.
Fine-tuning with users
We review with the people who use it what information is missing or unnecessary, and improve it.
Signs it's time to automate your reports
One useful KPI is worth more than twenty charts
Before automating, decide which indicators matter. A report nobody reads adds nothing, even if it generates itself; a short one, with the KPIs that guide decisions and a timely alert, does. And figures should be calculated with fixed rules, with AI used to explain them, not to produce them.
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Your questions, answered
Which tools can be connected?
CRM, ERP, accounting software, online store, spreadsheets and other tools you work with. We combine no-code platforms with custom development when a source doesn't offer a simple connection.
Can AI write the report summary?
Yes. AI can generate executive summaries that highlight the KPIs and the most relevant changes. We recommend calculating the data with fixed rules and using AI to explain it, not to calculate figures.
How often are the reports updated?
As often as you need: daily, weekly or monthly, or in real time when the sources allow it. Alerts are sent as soon as the defined condition is met.
Do I need a data department?
No. We design, launch and maintain the workflow, and train your team to interpret and adjust the reports.
What if a data source fails?
Automations are designed with error handling and put into production with active monitoring. That way, if a source stops responding, the failure can be detected and flagged instead of an incomplete report being sent.
Discover which reports you can automate
We analyze how you prepare your reports today and show you what can be automated.
Request a free analysis