Automation & AI-assisted analysis
Define the inputs, calculation rules and review steps before automating. AI can help prepare queries and explain checked results, while calculations and permissions remain explicit.
Discuss this serviceLess repeated work, with checks still in place.
Does the same report require the same manual work every week?
Reduce repetitive work and explore data on a foundation of clearly defined metrics. Scope, cost and timing follow an assessment of your sources, access and priority decisions.
What the work involves
Workflow review
Map the current steps, failure points and time-sensitive decisions. Choose one repeatable workflow with clear inputs and outputs.
Automation design
Agree triggers, schedules, retry behavior and who handles failures. Preserve human approval for consequential changes.
AI evaluation
Supply schema and metric context. Test against questions with known answers and records the user is authorized to see.
Controlled rollout
Measure corrections and failures, document limitations, and expand only after the workflow passes its acceptance checks.
Weekly reporting preparation
A scheduled workflow collects the approved data, runs defined calculations and prepares a summary for review.
A person checks the findings before distribution. The scope can grow after reviewing real results.
Relevant data sources
View source directoryGoogle Sheets
Bring structured spreadsheet inputs into a repeatable report.
Review access & implementationBigQuery
Build reporting from an approved set of tables or views.
Review access & implementationPostgreSQL
Build reporting from an approved set of tables or views.
Review access & implementationMeta Ads
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Review access & implementation