Automation Playbook: Reporting in Minutes, Not Hours
If your team spends Fridays cobbling together spreadsheets and slides, this playbook is for you. Most reporting can be reduced to a one-click runthat emails a clean PDF and updates your dashboard.
The 4-Step Reporting Loop
- Collect — pull data from your apps, sheets, or exports.
- Clean — fix formats, names, and dates; dedupe rows.
- Summarize — totals, trends, exceptions, and KPIs.
- Publish — update the dashboard + email a PDF to stakeholders.
Tools can be no-code or light code. The magic is the repeatable pipeline.
Before vs After
Before
- Copy/paste between apps
- Manual formulas and broken links
- Late or inconsistent reports
After
- One click (or scheduled) pipeline
- Clean, consistent numbers every week
- Auto-emailed PDF + updated dashboard
Why it pays off
- 80% less time on reporting admin
- Leadership gets results by Monday 9am
- Teams focus on action, not formatting
We’ll build the first pipeline with you
In a short engagement, we design your reporting flow, implement it, and provide a mini “owner’s manual” so you can run it yourselves.
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