REPORT AUTOMATION
The analysis is done. Why is the report taking all day?
Your team knows what the numbers mean. But they are still copying them into slides, rebuilding charts and checking which version is current. We build the workflow from approved inputs to a report your experts can review.
Spend your expertise on the recommendation. Let the system handle the repeatable assembly.
Start with one process. Keep the tools that already work.
From source data to review
- Approved source data
- Template + validation rules
- Report draft
- Expert review
Ready to review. Sources attached. Exceptions visible.
01 / Where work gets stuck
Every new report starts with the same old work.
A figure changes in the spreadsheet. Someone updates the chart, fixes the slide, checks the other pages and exports another version. Then a client has an unusual structure, and the template that worked yesterday needs rebuilding.
When the reporting process depends on manual assembly, more clients mean more production work. Experienced analysts spend their time moving information instead of examining it. The final review has to catch both analytical mistakes and copy-and-paste mistakes.
We start with one recurring report and the variations that actually matter. The aim is a dependable first draft with visible exceptions, so your team can focus its review where judgment is needed.
02 / A process your team can run
Make the next step part of the system.
Separate the repeatable from the judgment
We review a sample report, its inputs and a difficult exception. Together we identify which tables, charts and sections follow rules, and which conclusions need your expertise.
Build the path from data to draft
We connect agreed sources, validate required fields and populate a controlled template. Missing data or unusual layouts go to a review queue instead of becoming a plausible-looking finished report.
Test with real reporting cycles
Your team compares drafts with approved examples. We refine the exception handling, document ownership and agree how templates will change before expanding to more report types.
03 / Define the work before the build
A clear scope. An owner. A way to check it.
What we scope with you
- A mapped reporting workflow with clear source ownership
- A reusable template for one agreed report family
- Automated tables, charts and repeatable sections within scope
- Source references, validation checks and an exception queue
- An approval step, operating guide and team handover
A good fit when
- Consultancies producing similar client reports repeatedly
- Operations teams assembling recurring management packs
- Analysts working from accessible, reasonably consistent data
What needs a different approach
- Every report is entirely bespoke and has no repeatable structure
- Nobody owns the input data or can validate the output
- You want autonomous financial or strategic recommendations
Measure the work, including the checking.
We agree a baseline and targets for your process. These are the signals to compare before and after, not promised results.
- Time from complete inputs to review-ready draft
- Manual corrections per reporting cycle
- Review time and unresolved exceptions
04 / Relevant work
The build behind the approach.
Related build: structured analysis into a reviewable document
Our product strategy system coordinates sequential analysis and consolidates the output into a planning document. It demonstrates structured document workflows; your reporting templates and source connections would be scoped separately.
See what was built05 / Before you decide
Fair questions.
Can you automate reports from Excel or Google Sheets?
Yes, where the source structure and access allow it. We inspect your files, formulas and desired output first. The initial scope names the supported inputs and templates, including whether the final format is slides, a document or a dashboard.
Will AI write the conclusions?
Only if a bounded drafting step is useful and agreed. Calculations and required fields should follow explicit rules. Any AI-assisted narrative remains reviewable, and your experts approve recommendations before the report is shared.
What happens when a client does not fit the template?
We define supported variations and flag exceptions. An unusual case can go to a person or use an alternative layout. It should never silently inherit assumptions from a different client.
How do we start without rebuilding the whole process?
Bring one typical report, one awkward example and the files behind them. We identify a useful first slice, agree acceptance checks and estimate the work before discussing a wider rollout.
One process is enough to start
Show us the report that keeps coming back.
Bring a sample and its source files. We will identify the repeatable production work, the judgment worth preserving and a sensible first build.
Map my reporting workflowKnow if it is worth building.
£750 UK / $950 US
One process. Five days. About two hours of your team’s time.
The paid audit maps the process, checks the cost and gives you a clear recommendation. If a build makes sense, you get a fixed quote and expected running costs.
The report is yours. The audit fee comes off the build if you go ahead.
Read the audit detailsElsewhere in the process
Does this happen too?
Connected business systems
Connect your CRM, spreadsheets and business tools. TMS builds validated data handoffs, clear ownership and visible exceptions so work can move between systems.
Client intake & quotes
Collect the details, documents and photos your team needs to prepare a quote or start work. Custom client intake automation with validation and clear handoffs.