AI for Automated Reports
Use AI or agents to pull data, generate weekly/monthly reports, and distribute them.
locale: “en”
Scenarios
- Weekly summaries: pull key metrics from sheets or databases and generate a brief report.
- Reusable templates: fixed frame (overview-progress-issues-actions) filled with fresh data.
- Multi-channel send: email/Slack/Teams distribution with action items attached.
Sample prompts
- “Using the format [overview - progress - issues - next week], generate a weekly report under 300 words from this data: __”
- “Convert this metrics table into an executive summary, each point under 40 words: __”
- “Output a markdown weekly report template and mark the fields that should auto-fill from data sources.”
Tips
- Use trusted data sources (SQL/sheets/API) with an agent to fetch numbers.
- Spot-check key figures manually before sending.
- Save prompts and templates to build a repeatable pipeline.