Automated reporting
Reports that send themselves
The most expensive part of most reports is the person who assembles and sends them.
Someone on your team spends Monday morning filtering a sheet, copying a summary into an email, adjusting it per recipient, and sending. That is four hours a month of skilled time spent on formatting, and it stops entirely when they are on leave.
We automate the whole chain: the numbers are calculated on a schedule, rendered into an email or a PDF that looks deliberate rather than pasted, personalised per recipient where that matters, and sent. If the underlying data has not updated, the report says so rather than quietly reporting last week's figures again.
You probably recognise at least one of these
- A recurring manual email that always contains the same shape of numbers
- Reports that stop when one person is away
- Each recipient needing a slightly different cut of the same data
- PDF reports assembled by hand from screenshots
- No check that the source data actually refreshed before the report went out
What you get
- Scheduled generation on your cadence — daily, weekly, monthly or on a trigger
- Branded HTML email or generated PDF, readable on a phone
- Per-recipient personalisation driven by a simple recipients sheet you control
- Freshness check that flags or blocks sending on stale data
- Send log with delivery status
How the engagement runs
Define the report
Recipients, cadence, and the decision each report is supposed to support.
Fixed quote
Scope, price, date.
Build with a preview mode
You see the exact output before anything is sent to a real recipient.
Go live
Two weeks of monitoring included.
Questions we get asked
Can it send to people outside our organisation?
What are the sending limits?
Can recipients change what they get?
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Tell us what it needs to do
Share the file or describe the outcome. We reply with scope, price and a delivery date.
Get a fixed quote