When it becomes useful
Trigger
A team already produces weekly or monthly reports from repeatable data sources.
Reporting Workflows
Turn one recurring client or management report into a repeatable source-traced workflow with documented calculations and visible exceptions.
For Agencies and small teams that repeatedly compile client or management reports. Recurring reporting consumes staff time gathering the same metrics and formatting the same outputs.
Pilot
Convert one existing recurring report into a reproducible workflow
from £99
Indicative starting price; final scope and price are agreed before work begins.
What goes in
- one existing sample report
- up to 3 agreed source exports/files
- up to 12 metric/calculation rules
- delivery schedule and output format
What comes out
- generated report in the agreed structure
- metric-by-metric source trace
- exception list for missing/conflicting data
- comparison notes against the existing sample
What can be automated
- collect agreed exports
- normalise fields
- calculate approved metrics
- render the report structure
- record exceptions and delivery evidence
What stays human
- approve metric definitions and narrative claims
- review exceptions or ambiguous source data
Recurring option
Scheduled report generation, delivery and exception monitoring.
from £59/month
Only after the workflow proves useful and repeatable.
Boundaries
Controlled by design
- Do not invent metrics or data.
- Keep source evidence for reported figures.
- Require approval before materially changing calculation logic.
Start with the smallest useful test.
Describe the current task, frequency, systems and desired result. We will assess what can be automated and what should remain a human checkpoint.
Request the workflow audit