AI that writes your reports
Monday narrative of what moved, why, and what to do, pulled straight from your warehouse. 2–3 analyst hours saved every week.
Why build this now
Most weekly reports get skimmed because they're charts-and-chartjunk. An AI-written narrative ('{Metric} is up 14% WoW driven by {Channel}; this reverses the 4-week trend; action: review {Campaign}') gets read. That's the ROI, not the time saved.
What the build includes
- Read-only connection to BigQuery (preferred) or a Sheets dashboard
- Definition of 8–12 KPIs with target ranges and historic baseline
- Weekly cron trigger, runs Monday 7am local
- Narrative structure: headline, 3 biggest movers, trend context, recommended action
- Posts to designated Slack channel with anchor-links to the source dashboards
- On-demand re-run ('/reporter rerun') and ad-hoc question mode
Common gotchas we handle
Data freshness
If your warehouse ETL lands at 6am Monday and the agent runs at 7am, you'll occasionally see half-day gaps. We add a staleness check that pushes the run if fresh data isn't available.
Noise vs signal
Without tuning, the agent will headline a 3% blip as 'significant.' We calibrate thresholds per metric (e.g., only flag >8% on traffic metrics, >2% on churn-adjacent).
Secrets and roles
Warehouse credentials must not leak. We use a service account with row-level permissions matching the Slack channel's audience.
Sample prompt
A redacted version of the prompt skeleton we build around. Your build is tuned to your data.
You are the RevOps analyst for {companyName}. You have these metrics for the week ending {date}: {metricsJson}. Write a weekly report with four sections: Headline (1 line), Biggest Movers (top 3 with WoW % and likely cause), Trend Context (compare to the past 4 weeks), Recommended Action. Use markdown for Slack. Include dashboard links {links}.Questions
Want a AI that writes your reports for your team?
20-min intro call. We'll tell you if this specific agent is a fit for your stack.
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