Pulls the data
Connects to your CRM, analytics, finance, and product tools and gathers the metrics that matter: no manual export.
Executive tier · Reporting
An AI agent that writes the report nobody has time to write.
It pulls from your tools on a schedule, does the maths, and writes a clean executive summary in plain language (what moved, why it matters, what to watch) so leadership gets the narrative, not another dashboard to interpret.
What does an AI reporting agent do?
A reporting agent turns scattered data into a written executive summary on a fixed cadence. It pulls metrics from your CRM, analytics, finance, and product tools, computes the comparisons (vs last period, vs target), and writes a plain-language narrative: what changed, the likely driver, and what needs attention. It delivers daily, weekly, or month-end to email, Slack, or a doc. Executive tier (push, scheduled). Built on Claude. For interactive, ask-anything analysis instead of scheduled summaries, see the Data Analysis Agent.
theagency47 · Updated June 2026 The spec sheet
How the Reporting Agent actually works.
| Job-to-be-done | Produce a recurring, plain-language executive summary from live data, on schedule |
| Tier | Executive (decision support) |
| Underlying model | Anthropic Claude Sonnet |
| Trigger | Scheduled (daily / weekly / month-end) |
| Inputs | Data-source connections, metric definitions, targets, report template, distribution list |
| Tools available | Read access to CRM / analytics / finance / product DBs, doc + Slack + email output |
| Autonomous decisions | Which variances to highlight, narrative framing, anomaly callouts |
| Escalation rules | Anomaly beyond threshold → flagged prominently + notify · Missing data source → report gap, don't fabricate |
| KPIs measured | Reports delivered on time, data-source coverage, exec time saved, action items surfaced |
| Eval suite | 18 test cases (calculation correctness, no-fabrication grounding, anomaly detection). |
What it does
The work it takes off your team.
Does the maths
Computes period-over-period, vs-target, and trend comparisons accurately and consistently every time.
Writes the narrative
Turns the numbers into plain language: what moved, the likely why, and what to watch: the part dashboards never do.
Flags anomalies
Surfaces the outliers that need a decision, instead of burying them in a table of green and red cells.
On schedule
Delivers daily, weekly, or month-end, automatically, to email, Slack, or a shared doc: never late.
No fabrication
Reports only what the data supports and flags missing sources, rather than guessing to fill a section.
Integrations
Standard integration stack.
- CRM: HubSpot, Salesforce, Pipedrive
- Analytics: GA4, Mixpanel, Posthog
- Finance: Stripe, QuickBooks, Xero
- Data: Postgres / BigQuery / sheets
- Delivery: email, Slack, Google Docs / Notion
Custom integrations with proprietary systems are quoted as add-ons. Not sure if yours fits? Describe your stack and we'll confirm.
What it looks like in practice
A typical run.
- Each morning, A daily snapshot lands in Slack: yesterday's key metrics vs target, anything anomalous flagged.
- Monday, The weekly executive summary goes to leadership: trends, drivers, watch-items.
- Month-end, A full month-end narrative report compiles automatically for the leadership / board pack.
- On anomaly, A metric breaching threshold triggers an immediate flag, not a wait for the next cycle.
FAQ
Questions about the Reporting Agent.
Is it just a dashboard?
No, a dashboard shows numbers and leaves interpretation to you. This agent writes the interpretation: what changed, why, and what to do. It produces the paragraph a good analyst would write under the chart.
Can I trust the numbers?
It computes from your source data with a consistent, auditable method and never fabricates, if a source is missing it says so. Calculation correctness is part of the eval suite that runs before and after any change.
Reporting or Data Analysis, which do I need?
Reporting is scheduled push: the same summary, reliably, every period. The Data Analysis Agent is interactive pull: ask any question, any time. Many teams run both.
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