Automation and reporting
Reduce repetitive work across your marketing operations
Make recurring work easier to run and easier to check. We help you redesign manual exports, copy-and-paste steps and approval handoffs into a documented workflow. You can then scope a pilot with clear inputs, failure handling and a person accountable for the result.
The problem to solve
A report may pass through several spreadsheets before anyone can use it. Missing inputs arrive late, figures are copied incorrectly and approvals depend on informal reminders. Automating those steps without understanding the process can reproduce the same problems at greater speed.
What you receive
- A workflow map covering triggers, inputs, outputs and named owners.
- An automation specification with review points and approved permissions.
- Rules for missing data, failed runs and safe manual recovery.
- A test plan covering representative work and important exceptions.
- Operating instructions that explain checks, handover and maintenance needs.
Illustrative scenario, not a client result
What the work could look like
A weekly reporting workflow could import approved exports, calculate metrics with checked code and ask AI to draft a commentary. Missing data is flagged, and a reviewer approves the summary before distribution. This is an illustrative pilot design; the actual connections depend on your systems and scope.
How we assess progress
Compare equivalent reporting cycles for total handling time, failed runs, data accuracy and corrections. Include review, licences, usage charges and maintenance in the assessment. Faster draft generation alone does not establish a saving.
How the engagement works
- 01
Trace the handoffs
We identify repeat work, data dependencies and the decisions that should remain with your team.
- 02
Specify normal and failure behaviour
We define what a run should produce, when it must stop and how someone can recover it.
- 03
Prepare the pilot
We agree the implementation boundary and test cases before building is commissioned, including incomplete and unusual inputs.
What we need from you
- A recent finished output and the source files used to produce it.
- Your current systems, available permissions and approval requirements.
- A business owner and users who can check representative test results.
References behind the approach
OpenAI documents evaluations against defined criteria. This supports testing a workflow on concrete cases instead of relying on a convincing demo. OpenAI · Working with evals
Questions before you start
Will we need to replace our current tools?
Not necessarily. We start with your environment and check connection options and permissions before recommending a setup or quoting implementation.
Can AI calculate the numbers in our reports?
The workflow should use verifiable calculations for metrics. AI can help draft an explanation, but the data, arithmetic and conclusions still need appropriate checks.
Review a workflow with us
Prices are in USD, excluding applicable taxes. Your written proposal confirms scope, schedule, access requirements and working language. An enquiry does not commit you to a purchase.