AI Agents & Automation
Reports & dashboards
Automate recurring reports: collect and check the data, write the summary, update your sheets or dashboards and flag unusual values.
The problem
Reporting takes hours
Someone gathers figures from several tools every week.
Late or inconsistent numbers
Reports arrive late or differ depending on who made them.
What is included
Data collection
Figures pulled from the agreed tools on a schedule.
Quality checks
Missing or unusual values flagged before the report goes out.
Summaries
A short written summary of what changed.
Delivery and alerts
Reports and dashboards updated, sent by email or chat, with alerts for unusual values.
An example, step by step
Input
Source data
Orders from the web shop, returns from a spreadsheet and targets from the finance team, refreshed weekly.
- Collect the data on a schedule and record when each source was last updated.
- Check it: missing days, totals that do not reconcile, values far outside the usual range.
- Build the summary and deliver it, or send an alert instead when a check fails.
Output
A checked report
A weekly summary with the figures, a note on data freshness and a short written commentary; a failed check produces an alert, not a wrong report.
How it works
Collect
Data is gathered from the sources on schedule.
Check and summarise
Values are checked; a summary is drafted.
Deliver
The report or dashboard is updated and delivered.
What you receive
An automated report
Collected, checked and delivered on schedule.
Alerts
Notifications for values outside agreed ranges.
Handover notes
How it works, how to change it and what to watch.
What it works with
Your data sources
Shop, CRM, spreadsheets or databases you give access to; named once confirmed.
Your definitions
What counts as revenue, a return or an active customer, written down with you.
Your current reports
To keep figures comparable with what you use today.
How we check it works
Freshness
Each report states when its data was last updated.
Reconciliation
Totals are checked against the source before the report is sent.
Missing data detected
Gaps and delivery failures raise an alert in testing and in use.
What to keep in mind
- A report is only as reliable as its sources; data problems are flagged, not hidden.
- Written summaries describe the numbers; decisions stay with your team.
What shapes the scope and quote
- The number of sources and how clean their data is.
- How often the report runs and who receives it.
- Whether a written summary or a dashboard is needed, or both.
Frequently asked questions
Which tools can you report from?
Tools that offer an API or an export, such as most CRMs, accounting, analytics and spreadsheet tools.
Can we keep our current dashboard?
Yes, where it can be updated automatically. Otherwise we suggest a simple alternative.
Does the AI write the numbers?
No. The figures come from your data and are calculated, not generated. AI only drafts the commentary, and a person can review it.
What if a source is late?
The report says so or waits, as you choose. It does not fill gaps with guesses.
Learn more
Lead automation walkthrough
How a new website enquiry becomes a qualified CRM record and a reply drafted for approval.
How we work
How Wishfy works: discover, design, build, and measure and improve, for search visibility, automation and knowledge assistants.
Security & data
How Wishfy handles client data: a GDPR processing agreement, EU/EEA processing by default, no training on your data, and deletion at the end.
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