Automated Reporting Workflow

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What you’ll build

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The problem

• Logging into multiple tools
• Copying data into spreadsheets
• Creating charts and slides
• Writing commentary and insights
• Sending to stakeholders

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Workflow overview

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Step-by-step guide

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Step 1: Define your metrics

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Step 2: Create the workflow

1. Click New Workflow
2. Name it “Weekly KPI Report”

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Step 3: Fetch data from sources

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Step 4: Merge and transform data

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Step 5: Generate AI insights

Analyze this week's KPI data and generate executive insights.

Data:
{{output}}

Previous Week Data (for comparison):
{{previousWeekData}}

Generate:
1. Executive Summary (3-4 sentences)
2. Key Wins (3 bullet points)
3. Areas of Concern (2-3 bullet points)
4. Recommendations (3 action items)
5. Week-over-Week Changes (% changes for key metrics)

Tone: Professional, data-driven, actionable

Output as JSON:
{
  "executive_summary": "",
  "key_wins": [],
  "concerns": [],
  "recommendations": [],
  "wow_changes": {}
}

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Step 6: Create presentation

{
  "{{WEEK}}": "Week of {{date}}",
  "{{SUMMARY}}": "{{executive_summary}}",
  "{{WINS}}": "{{key_wins)}}",
  "{{CONCERNS}}": "{{concerns}}",
  "{{RECOMMENDATIONS}}": "{{recommendations}}",
  "{{SESSIONS}}": "{{sessions}}",
  "{{REVENUE}}": "{{total_revenue}}"
}

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Step 7: Distribute report

Hi team,

Here's this week's KPI report.

Executive Summary:
{{executive_summary}}

Key Wins:
{{key_wins}}

View the full report: {{GoogleSlidesUrl}}

Best,
Automated Reports

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Sample output

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Email preview

Subject: Weekly KPI Report - Jan 15, 2024

Hi team,

Here's this week's KPI report.

Executive Summary:
Strong week with 23% increase in website traffic driven by 
the new blog content. Revenue hit $125K, up 15% WoW. 
Product adoption for the new feature exceeded targets.

Key Wins:
• Website traffic up 23% (organic search +31%)
• Revenue $125K vs. $108K target (+15%)
• New feature adoption at 45% (target was 30%)

View the full report: [Google Slides Link]

Best,
Automated Reports

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Advanced options

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Add charts to slides

1. Calculate data in the workflow
2. Use Google Sheets as chart data source
3. Embed charts in slides template

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Multi-format distribution

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Historical comparison

1. Store weekly data in BigQuery
2. Query last 4-12 weeks
3. Generate trend analysis
4. Show graphs in slides

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Conditional alerts

Conditional:
  If revenue < target * 0.8
    → Send urgent alert to leadership
  If churn > 5%
    → Notify customer success team

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Best practices

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Design your template

• Clear placeholders: {{METRIC_NAME}}
• Consistent styling
• Charts linked to data sources
• Company branding

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Schedule appropriately

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Include context

• Previous period data
• Targets/goals
• Seasonal factors
• Recent changes

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Archive reports

1. Save each report to a dated folder
2. Log metrics to BigQuery
3. Build trend analysis over time

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Results you can expect

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Template workflow

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Next steps