Open-Source Systems/AI Reporting Specialist
Operational Reporting

AI Reporting Specialist

Automated reports that look like a senior analyst built them.

AI Reporting Specialist

Most reporting problems are not data problems. They are assembly problems.

The data exists. It is sitting in your CRM, your ads platform, your analytics tool, your spreadsheets. Someone just has to pull it all together, format it consistently, write a summary that makes sense of it, and get it out on time. Every week. Every month.

That someone is usually the most senior person who understands the numbers well enough to write about them.

We build an AI Reporting Specialist that takes over the assembly work entirely. It connects to your data sources, pulls the metrics you define, calculates the comparisons, populates a structured report, and writes a plain-language summary that interprets what the numbers mean.

Your team reviews the output, adds strategic context, and decides what action to take. The AI handles everything before that point, on schedule, automatically.

  • Onboarding call to document your report structure, metrics, and narrative requirements
  • Data source connections configured - up to three sources
  • Report template built and configured in Google Docs
  • Narrative logic configured - the AI writes contextual summaries, not just numbers
  • Full workflow built and deployed in your n8n or Make.com account
  • Scheduling configured - weekly, bi-weekly, or monthly automated delivery
  • Delivery configured - Google Docs, Slack, email, or PDF export
  • Five historical reporting periods validated before go-live
  • 30-day support after go-live