Reporting & decision support
KPI rollups, weekly summaries, dashboard prep, client recap drafts, and trend reads, assembled from the systems where the data already lives. Your team stops compiling slides on Sunday night and starts reading what the numbers actually say.
Overview
The reports nobody reads usually take the longest to make. An ops manager spends Sunday night pulling numbers out of four dashboards and pasting them into a Google Slides template. A delivery lead spends Friday morning copying campaign metrics into a client recap deck. A founder spends every Monday rebuilding the same KPI rollup because last week's version went stale by Wednesday. The work is the report. The thinking, what the numbers mean, what to do about them, happens in the margins, if it happens at all.
This agent assembles the reports. It pulls KPIs from the systems where they live, generates the weekly summaries, preps the dashboards before the Monday meeting, drafts the client recaps with the actual data filled in, and surfaces the trend reads worth flagging. The output is a draft, not a final, a human still owns the interpretation. But the compiling stops eating the calendar, and the time saved goes to the part of the work that actually matters: deciding what to do next.
Capabilities
- Pulls KPIs from connected systems on a defined cadence, daily, weekly, monthly, and rolls them up against the targets and benchmarks you set
- Generates weekly internal summaries scoped to the audience: ops summary for the leadership team, delivery summary for the project leads, revenue summary for sales leadership
- Prepares dashboards before recurring meetings, so the Monday standup opens with current numbers instead of waiting on someone to refresh
- Drafts client-facing recap reports with the actual delivery data, campaign performance, and project status filled in, structured for review rather than rebuilding
- Surfaces trend reads worth flagging, KPIs moving against targets, anomalies in the data, leading indicators turning, accounts where signal is shifting, instead of producing flat status decks
- Logs every report version and source data snapshot, so when leadership asks "what did our numbers look like in March," the answer takes one query
Example Output
Trigger
Friday 4pm. Weekly Trellis Health client recap is due to send by end of day. Delivery lead Priya Shah has 42 minutes until her last call.
Agent action, completed in under 2 minutes:
Subject: Trellis Health, Week 4 Recap
Hi Maya,
Quick recap of where things stand at the end of week 4.
What shipped this week:
- Marketing automation platform fully migrated from Pardot to HubSpot (on schedule)
- Three nurture sequences rebuilt and live (Series B Decision-Makers, Lapsed Trials, Webinar Follow-Up)
- Lead scoring model v2 deployed to staging for review
What the numbers say:
- Inbound MQL volume: 187 this week, up 14% vs. prior 4-week average. The nurture rebuild is reading early-positive
- Pricing page traffic: 412 sessions, up 31% week-over-week, driven by the LinkedIn campaign launched Tuesday
- Email engagement on the Decision-Makers sequence: 38% open rate (vs. 22% on the prior version), 6.2% reply rate
- One trend worth flagging: the Lapsed Trials sequence is converting below model, 2.1% reply rate vs. the 4% target. Recommended fix: tighten the subject line and shift the CTA from "schedule a call" to "see what's new." Drafting variants for next week.
What's on deck for next week:
- Lead scoring model v2 production rollout (Tuesday)
- First reporting sync with your sales team on MQL handoffs (Wednesday)
- Webinar landing page A/B test launch (Thursday)
If you want a deeper read on any of this, I'm around. Otherwise we'll see you on Monday's standup.
Priya
Draft saved to Asana project workspace. Source data snapshot retained. Priya notified in Slack: ready for review, takes ~3 minutes.
Internal weekly leadership rollup (separate output, fired Monday 7am):
Trellis Health · Week 4 of 26 · Status: Green
- Engagement on track against contract milestones
- MQL volume +14% vs. baseline (nurture rebuild driving)
- Lapsed Trials sequence underperforming (2.1% vs. 4% target), Priya iterating
- No client risk signals; CSAT pulse this week: 9/10
- Forecast confidence: high. No scope creep, no timeline slip, no resourcing concerns.
Agent Workflow
Load the report definition
The agent receives the report request, recurring weekly recap, monthly client report, leadership rollup, dashboard prep, with the audience, format, and source data systems defined upfront. Each report type is treated as a versioned spec, so the same report run twice produces consistent structure.
Pull source data from connected systems
The agent queries the source systems where the data actually lives, CRM for pipeline, project tool for delivery status, marketing platform for campaign metrics, billing system for revenue, analytics for traffic and engagement. Data is pulled fresh at report time, not from a stale cache.
Apply the rollup logic
The agent rolls KPIs up against the right benchmarks: contract targets, prior-period comparisons, model expectations, leading indicators. The numbers arrive in context, not as raw values that the reader has to interpret against their memory.
Identify what's worth surfacing
The agent reads the rolled-up data for what's worth flagging: KPIs moving against targets, anomalies in the data, trends turning in either direction, accounts where signals are shifting. Routine numbers stay routine. Notable numbers get called out.
Draft the report in the right format
The agent generates the draft in the audience-appropriate format: client recap email for an external recipient, slide deck for a leadership review, dashboard panel for a meeting screen, Slack post for a quick internal pulse. Voice, length, and structure match the audience.
Surface the recommended actions
For trends worth flagging, the agent drafts the recommended action: a copy variant to test, a sequence to pause, a metric to investigate, a meeting to schedule. The draft is a starting point, a human still decides, but the thinking gets prompted instead of skipped.
Deliver to the review queue
The draft lands where the owner will see it: the project workspace, the leadership Slack channel, the email queue, the dashboard. The owner reviews, edits if needed, and ships. The agent doesn't auto-send external client reports unless explicitly configured to.
Log the version and snapshot the source data
Every report version, the source data snapshot at report time, and the recipient list write to an audit log. Three months later, when leadership asks "what did the numbers look like in March," the answer is one query. When a client asks "what did you tell us in week 4," the exact draft is retained.