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AI agent for business intelligence analysts

Recurring Report Build Agent

An accurate recurring report that ties to source, ready for review each period

ReportingHuman resourcesIT and development
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Recurring Report Build Agent: what goes in, what the agent does and what you get

What it does

Weekly and monthly reports are often rebuilt by hand, which is slow and invites copy-paste errors. This agent pulls the data for the period, applies the report's agreed logic and metric definitions, and builds the tables and charts. It then reconciles key totals against a trusted source, such as the finance ledger or last period plus known changes. If a total does not tie out, it traces the difference to the row level and reports it rather than publishing a wrong number. Once totals tie, it drafts commentary on what changed and why. You approve the report before it is sent to stakeholders. Edge case: a metric whose definition changed mid-period is calculated both ways, and the change is explained in a footnote.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Reporting period closes 2 USES A TOOL Pull the period data 3 DOES Calculate metrics using stored definitions 4 USES A TOOL Reconcile control totals against the trusted source 5 CHECKS THE RESULT Do the totals tie out within tolerance? If not: trace the difference to the row level andcorrect or report it. Back to step 2. 6 DOES Build tables, charts and commentary 7 YOU APPROVE Analyst approves the report 8 RESULT Report sent to stakeholders
Read the steps as a list
  1. Reporting period closes
  2. Pull the period data
  3. Calculate metrics using stored definitions
  4. Reconcile control totals against the trusted source
  5. Do the totals tie out within tolerance?If not: trace the difference to the row level and correct or report it. Back to step 2.
  6. Build tables, charts and commentary
  7. Analyst approves the reportThe agent waits here for your OK.
  8. Report sent to stakeholders

How it decides

It uses the stored metric definitions and will not finalize a report whose control totals do not tie to the trusted source within tolerance.

  • Hold the report if totals do not tie out
  • Explain any mid-period definition change
  • Carry forward the agreed template exactly

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Metrics and definitions
  • Reconciliation source and tolerance
  • Report template and recipients
  • Schedule

What keeps you in control

It always asks you first

  • Sending the report to stakeholders

Hard limits

  • Never publishes numbers that do not tie out
  • Does not change metric definitions on its own

It stops when

  • Done: report ties out and is approved
  • Stop: a data source is unavailable

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensThe September revenue report at Ashford Media showed $1.84M, but the ledger showed $1.86M, so the tie-out failed. The agent traced the $20,000 gap to refunds not yet loaded and held the report. When refunds arrived on October 3, it reran and totals tied. It footnoted a changed active-user definition. The finance manager approved sending it.

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