Analytics Reporting Workflow
Collect, analyse and report key business metrics automatically
Business problem this solves
“We spend two days every month building reports that are outdated by the time anyone reads them”
Step-by-Step Workflow
Process timeline · 4 stages
Data Source Connections
Ops Monitor AgentConnect all key data sources — CRM, ad platforms, web analytics, and product data — into a unified pipeline.
Metric Calculation & Aggregation
Ops Monitor AgentKPIs are calculated automatically on a defined schedule with anomaly detection for unexpected movements.
Report Generation
Campaign Analyst AgentNarrative reports with charts and commentary are generated and distributed to stakeholders automatically.
Insight Flagging
Human checkpointCampaign Analyst AgentSignificant changes and trend deviations are highlighted with AI-generated explanations for leadership review.
Expected Outcome
Leadership teams get accurate, always-current dashboards and monthly reports without the manual data wrangling that normally takes days.
Human-in-the-Loop Points
Where human judgment matters
This workflow is designed with humans in the loop at the right moments — amplifying judgment, not replacing it.
Define KPIs and reporting cadence initially
Validate anomaly explanations before sharing externally
Make strategic decisions based on surfaced insights
Example Outputs
What this workflow actually produces
Weekly automated KPI dashboards
Monthly narrative performance reports
Anomaly alerts with AI-generated explanations
QoQ and YoY trend summaries
How the AI Stack Works Together
Architecture overview
Connect → Calculate → Report → Flag. Automated insight delivery so every team meeting starts with accurate data.
Recommended Tools
Google Analytics
Web & product analytics
Looker Studio
Dashboard & report builder
HubSpot
CRM & revenue metrics
OpenAI
Narrative commentary generation
Make.com
Data pipeline orchestration
Workflow Summary
Common Integrations
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