Automated Report Generation — Scheduled, Formatted, Delivered
Describe your report and data sources. Get a complete automation that pulls data, calculates metrics, formats the report, and delivers it on schedule.
What's in Your Report Automation Workflow
A complete pipeline that pulls data from your sources, calculates the metrics that matter, formats a clean report, and delivers it to the right people on schedule.
Data Source Connections
API calls to your analytics, CRM, billing, and database systems — all authenticated and paginated.
Metric Calculations
Revenue, conversion rates, growth percentages, averages, and custom KPIs calculated from raw data.
Report Formatting
Clean, structured report with sections, tables, charts references, and highlighted trends.
Scheduled Distribution
Daily, weekly, or monthly delivery via email, Slack, or saved to Google Drive/Notion.
Data Quality Checks
Validation that data sources responded, metrics are within expected ranges, and no data gaps exist.
“Was spending 3 hours every Monday pulling metrics from 5 tools into a spreadsheet. Now it lands in Slack at 8 AM automatically. Best $22 I've ever spent.”
Report Automation Use Cases
Weekly KPI Dashboard
Pull data from Stripe, Google Analytics, and CRM every Monday → calculate key metrics → format report → deliver to Slack #metrics channel.
Build this workflowMonthly Client Reports
For each client: pull campaign data → calculate ROI and engagement metrics → generate branded report → email to client and account manager.
Build this workflowDaily Sales Summary
End of day: pull orders, revenue, refunds → compare to targets and yesterday → format quick summary → send to sales team.
Build this workflowQuarterly Board Report
Pull financial, product, and growth metrics across all systems → calculate quarterly trends → format executive summary → deliver to leadership.
Build this workflowExample Report Automation Output
Here's a preview of the workflow structure you'll receive:
# Report Automation: Weekly SaaS KPI Report
## Schedule: Every Monday 8:00 AM UTC
## Data Sources
1. Stripe API → MRR, churn, new customers, ARPU
2. PostHog API → Active users, feature adoption, retention
3. HubSpot API → Pipeline value, deals closed, lead velocity
## Calculations
- MRR Growth: (current_mrr - prev_mrr) / prev_mrr * 100
- Net Revenue Retention: (mrr + expansion - churn) / prev_mrr
- Lead-to-Close Rate: closed_deals / new_leads * 100
## Report Format (Slack Message)
📊 *Weekly KPI Report — Week {{week_number}}*
💰 MRR: ${{mrr}} ({{mrr_growth}}% WoW)
👥 Active Users: {{dau}} / {{mau}} ({{dau_mau_ratio}}%)
📈 Pipeline: ${{pipeline}} ({{deals_count}} deals)
## Distribution
- Slack: #metrics (full report)
- Email: leadership@company.com (summary)Simplified preview — actual workflows include complete API configurations, all metric formulas, error handling, and platform-specific automation JSON.
From $22 AUD · Prototypes in ~90 seconds
How to Get Your Report Automation
Describe your report
Tell us what metrics matter, where the data lives, how often to run, and who should receive it.
Compare automation designs
AI agents build competing report automation workflows. Review them side-by-side with quality scores.
Import and schedule
Import the workflow, connect your data sources, set the schedule, and get your first automated report.
Why Automated Reports Beat Manual Spreadsheets
Never miss a report
Scheduled automation runs whether you remember or not. No more Monday morning scrambles to pull last week's numbers.
Data quality built in
Validation checks catch API failures, missing data, and outliers before the report reaches stakeholders.
Consistent formatting
Every report follows the same structure. No more inconsistent spreadsheets from different team members.
Report Automation — Common Questions
What data sources can the report pull from?
What report formats are supported?
Can it run on a custom schedule?
What if a data source is temporarily unavailable?
Can it calculate custom metrics and KPIs?
Can I get reports for multiple clients or projects?
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