Reports that build themselves
Data comes straight from your systems, numbers are always calculated the same way and the AI writes a summary of what changed. Every Monday, the report arrives ready.
How it works today, without automation.
Every Friday, someone spends the afternoon exporting spreadsheets from the ERP, the CRM and finance, merging everything, building charts and writing the weekly summary. When that person goes on vacation, there is no report.
- 01Hours every week spent merging spreadsheets instead of analyzing.
- 02Each department calculates the same metric differently.
- 03A formula error goes unnoticed and decisions are made on the wrong number.
- 04The report arrives late, when the problem has already grown.
The flow, step by step.
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01
Data comes from your systems
ERP, CRM, finance and spreadsheets are read automatically.
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02
Metrics calculated
Each number follows a single definition, the same for every department.
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03
AI writes the summary
What went up, what went down and what needs attention, in plain language.
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04
Report delivered
Arrives by email, WhatsApp or Teams on the agreed day and time.
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05
Details on the dashboard
Anyone who wants to dig deeper opens the dashboard with the same numbers.
What would be delivered.
Deliverables
- Automatic data collection from the company's systems.
- A single, documented definition for each metric.
- AI-written summary with highlights and alerts.
- Scheduled delivery and a Power BI dashboard with the same numbers.
- ERP
- CRM
- Finance
- Google Sheets or Excel
- Power BI
- Email, WhatsApp or Teams
Stages
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Discovery2 to 3 days
Which reports exist today, where the data comes from and who receives them.
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Data and metrics1 to 2 weeks
Connecting to the systems and calculating the metrics.
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Summary and delivery1 week
AI-generated text, report format and delivery schedule.
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Validation1 week
We compare with the manual report until the numbers match.
The final timeline is set in the proposal, after discovery.
At CargOn, the platform's records became a data warehouse and 4 Power BI dashboards with forecasts, delivered to its customers.
“Now our customers have structured data on their own operations, insights and predictive data to use in their logistics, and we've created one more monetized product.”
Questions about this use case.
Can the AI get the numbers wrong?
The numbers aren't calculated by the AI: they come straight from the systems, with fixed formulas. The AI only writes the text from those numbers.
Can I get a daily report as well as the weekly one?
Yes. You set the frequency and delivery time, and each person can receive only what matters to their department.
Do I need Power BI?
No. The report can arrive by email or WhatsApp only. The Power BI dashboard is optional, for those who want the details.
What if a system has no API?
We can read automatic exports, the database or shared spreadsheets. We assess the best route during discovery.
Want to see how it would work in your company?
You explain the problem. We build the solution. A straight answer, no generic proposal.
See also.
AI customer service on WhatsApp
Answers customers 24 hours a day, checks orders in your system and hands over to a person when needed.
// 02Automatic document reading
Invoices, freight bills (CT-e), contracts and receipts read by AI and posted to the ERP.
// 03Order and lead triage
Requests from several channels classified and sent to the right person.
// 04Administrative routines on autopilot
Bank reconciliation, registrations and collections done by AI, with human approval where it matters.
// 05Assistant for company documents
The team asks and the AI answers based on internal manuals and policies.