Build a self-updating reporting system
Pull data from multiple sources, calculate KPIs, and send reports automatically. Make decisions faster with consistent, real-time insights.
Always-on reporting without manual work
Automated reporting connects data sources, calculates KPIs, and distributes insights on a schedule. Teams stop wasting hours on spreadsheets and focus on decisions.
AI ensures metrics are consistent, dashboards are up to date, and anomalies are flagged before they become issues.
Turn data into decisions automatically
Automation blocks for extraction, transformation, and reporting.
The impact of automated reporting
Teams report faster decision cycles and cleaner data.

Make reporting faster, cleaner, and more reliable
AI enforces KPI consistency and reduces human error across dashboards.
Automated alerts highlight anomalies so teams can act before performance drops.
Executive dashboards
Deliver leadership-ready summaries with key KPIs.
Sales performance
Track pipeline, conversion, and rep activity automatically.
Marketing ROI
Unify spend, CAC, and campaign metrics in one report.
Operations KPIs
Monitor SLAs, throughput, and fulfillment performance.
Finance close
Automate monthly close reporting and variance analysis.
Customer success
Track retention, expansion, and usage health signals.
Reliable insights without the manual load
Automation turns reporting into a continuous system, not a monthly scramble.
Automated reporting workflow
Link data extraction, transformations, KPI calculation, and distribution.
Source normalization
Clean and unify data from every system.
KPI rules
Apply consistent metric logic across teams.
Scheduled delivery
Send reports to email, Slack, or dashboards automatically.
Alerting
Notify teams when KPIs cross thresholds.
{"name": "Automated Reporting","trigger": "Scheduler: Daily","steps": [{"node": "Extract","action": "Pull source data"},{"node": "Transform","action": "Clean + join"},{"node": "KPI","action": "Calculate metrics"},{"node": "Report","action": "Generate dashboards"},{"node": "Notify","action": "Send alerts"}],"outputs": ["Updated dashboards","Scheduled reports","KPI alerts"]}
From data source to decision-ready report
Connect data sources
Pull from CRM, ad platforms, finance tools, and internal databases.
Define KPIs
Set formulas, thresholds, and targets in one place.
Automate reporting
Generate dashboards and send reports on schedule.
Monitor and iterate
Adjust KPIs and alerts as business needs evolve.
Manual reporting vs AI automation
Automation turns reporting into a continuous system.

