Report automation
Stop rebuilding the same report every week.
When a report follows a repeatable format, we can connect the source information to that format and produce a draft for your team to review. This can suit weekly summaries, customer updates, and reports assembled from forms or spreadsheets.
What the automation does
Collects the agreed information, checks required fields, and places it into your report format. Missing or unexpected values can be flagged for review instead of silently producing an incomplete report. We agree on where the finished report goes and who checks it.
Example: a weekly operations report
Your team currently copies rows from a spreadsheet into a document each Friday. An automation could read the agreed rows, fill the document, and notify the person responsible for reviewing it. This example shows a possible setup.
What we need to start
A representative sample of your source information, the report layout you want, and an explanation of calculations and exceptions. We check whether the source system permits the access needed before agreeing to build.
What stays with your team
Your team owns the source data and reviews the report for accuracy and context. Automation does not resolve ambiguous figures or replace judgment about what to send. A new source or a substantially different report format may need a separate change.
Prototype, setup and handover
The report starter covers one source and one report format: $500 for the prototype and $1,000 for setup, $1,500 total. The prototype payment counts toward the total. You receive the workflow files, custom code, operating guide and recorded handover. See the pricing page for timing, refund terms and optional support.
Discuss your process
Tell us which task you want to change and the tools you use. We’ll arrange a free 30-minute call to discuss whether automation is a good fit.
See pricing and support options →