// Management reporting
Turn fragmented company data into a daily management brief
An example of collecting data from sales, accounting, the bank, marketing, support and logistics into one daily brief that explains what changed.
Automation Example. Example workflow, not a customer case study.
The situation
Each team produces its own file from its own system: the CRM, BAS, the bank, marketing platforms, support and logistics. Someone combines them into spreadsheets by hand, and by the time the report is ready the numbers are already old.
Before automation
- SystemThe CRM, BAS, bank, marketing, support and logistics each hold part of the picture
- PersonEach team exports its own file
- PersonSomeone combines the files in a spreadsheet
- PersonSomeone checks why the numbers differ
- PersonThe report is sent when it is finished
Where the work breaks
- Reports take hours to assemble.
- Different files give different numbers for the same thing.
- The report shows what happened, not why.
- Problems are noticed at the end of the period.
- The person who builds the report is a single point of failure.
What Agentoriq automates
The brief covers revenue, the sales pipeline, overdue invoices, the cash position, operational issues, the support backlog and anomalies. It explains changes instead of only displaying numbers.
- TriggerA daily schedule starts the workflow
- SystemData is collected from the CRM, bank, ERP, marketing, support and operations
- AutomatedThe data is normalized to common definitions
- AutomatedMetrics and rules are calculated
- AIAI analysis explains the main changes and flags anomalies
- Requires approvalA responsible person reviews the brief while the workflow is new
- ResultThe management brief is delivered
Systems connected
Each system is connected through its available API, webhooks, database access or a custom connector. The approach is confirmed during the audit.
- CRM
- BAS
- Bank
- Marketing platforms
- Support system
- Logistics
- Google Sheets
Human control
- AutomatedData collection, normalization and calculation
- Requires approvalThe definition of each metric, agreed with the owner of the data
- Requires approvalThe brief itself while the workflow is new
- Human decisionDecisions based on the brief
After automation
- TriggerEvery morning
- AutomatedData is collected, normalized and analyzed
- ResultManagement reads one brief with explanations
- PersonManagers decide what to do
Expected outcomes
- No manual assembly of reports.
- One set of definitions for every team.
- Changes are explained, not only displayed.
- Problems are visible earlier.
- Better visibility of the whole company.
Show us the workflow your team still handles manually.