Board-Ready Reports: Automate Monthly Deliverables
Transform raw data into boardroom-ready intelligence—automated reporting that generates expert analysis at the push of a button.
Beyond Dashboards: World-Class, Automated Reporting
We work with your team to build a custom, automated reporting suite that transforms raw data into strategic, boardroom-ready intelligence for any purpose.
What is a Custom Reporting Suite?
A sophisticated, automated pipeline that connects directly to your data warehouse, uses AI to generate expert-level analysis, validates accuracy with automated QA, and produces publication-ready reports—all without manual intervention.
Whether you need commercial opportunity reports that pinpoint sponsorship revenue, automotive deep dives analyzing consumer journeys, media landscape analyses for activation playbooks, or full market reports synthesizing data across multiple sectors, we build the automated engine that generates consistent, data-driven insights on demand.
Our solution combines direct data connections, intelligent prompt engineering with expert personas, automated QA validation to eliminate hallucinations, and end-to-end orchestration from query to final output.
Key Features
Direct Data Connection
System connects securely to your data warehouse like Snowflake to pull the latest, most relevant information for each report automatically.
Intelligent Prompt Engineering
Sophisticated, persona-driven prompts instruct GenAI models to act as expert analysts for specific domains and report types.
Automated QA Validation
Second AI agent acts as QA expert, auditing reports against source data to verify facts and eliminate hallucinations.
End-to-End Orchestration
Complete automation from data query to AI generation, QA check, and final HTML output in a single function.
Scalable Framework
Flexible foundation lets your team create new report types for any purpose once the core engine is built.
How It Works
Book Your Consultation
Schedule a discovery call to understand your reporting needs, data sources, and target audiences for reports.
Agree on the Plan
Review proposed report types, automation architecture, timeline, and deliverables before development begins.
Prompt Engineering Workshops
Work directly with your team to craft expert "personas" and detailed instructions that form the core of each report template.
Co-Build the Engine
Develop the Python-based reporting system in your environment side-by-side with your team, ensuring knowledge transfer.
Deploy & Train
Deploy the automated pipeline to your infrastructure and train your team to run, adapt, and extend the framework.
Pay Upon Delivery
Payment is due only when your automated reporting suite is generating production-quality reports and your team is fully trained.
Who Is This Service Perfect For?
Marketing & Strategy Teams
Teams needing regular strategic reports for campaigns, partnerships, and business development opportunities.
Business Intelligence Leaders
BI teams wanting to move beyond static dashboards to narrative-driven, strategic intelligence reports.
Commercial & Revenue Teams
Organizations identifying sponsorship opportunities, partnership potential, and revenue-generating insights from data.
Executive Leadership
Leaders requiring boardroom-ready reports that synthesize complex data into clear strategic narratives.
Technical Architecture
1. Data Connection: Securely connects to Snowflake or other data warehouse to pull latest relevant data
2. Prompt Assembly: Combines expert persona instructions with data context to create sophisticated AI prompts
3. Report Generation: GenAI model generates comprehensive, formatted HTML reports following template structure
4. Automated QA: Secondary AI agent audits report against source data, verifying facts and flagging issues
5. Optional Revision: System can incorporate QA feedback to refine and improve report accuracy
6. Final Output: Publication-ready HTML report saved and ready for distribution
Key Capabilities: Multiple report templates, persona-driven analysis, automated fact-checking, end-to-end orchestration, scalable framework, full code ownership.
Report Types We Build: Commercial opportunity reports, automotive consumer journey analysis, media landscape assessments, full market synthesis reports, custom domain-specific intelligence.
Built On: Python backend, Snowflake integration, GenAI model APIs, custom prompt engineering, automated QA validation, HTML template generation.
Ready to Get Started?
Fill out the form below and we'll get back to you within 24 hours to discuss your needs.