Reports and summaries
Useful information is often spread across spreadsheets, job notes and feedback forms. This tool brings it together on a schedule and writes a short report: what happened, what changed, and what needs attention. The figures are calculated by the software. The AI explains them.
We build this to order for each business. Here's how it would work and what we'd need from you. Get in touch and we'll scope it with you first.
How it works
Connect your sources
Spreadsheets, exports from your systems, job notes or feedback forms.
The figures are calculated
Totals, averages and changes from last period, worked out by the software.
The report is written
A short summary of what matters, with anything unusual called out.
Delivered on schedule
By email each week or month, as a document or a web page.
An example
What goes in
What you get
A one-page email: jobs completed and revenue against last week, the three most common customer comments, and two jobs that ran over their estimated time.
Used for
- Weekly sales or jobs summaries
- Customer feedback themes
- Monthly reports for owners or investors
- Site visit and inspection roundups
A good fit if
- Someone spends time each week pulling numbers together
- Feedback is collected but rarely read
- Owners want a quick picture without opening spreadsheets
What we'll need from you
- Examples of the spreadsheets or exports you have
- What you'd want to know each week
Other services
Document generator
Fill in a short form and get a finished, branded document with your prices and details exactly right.
Inbox assistant
Sorts incoming emails by what they need, pulls out the details, and drafts replies for your team to check and send.
Paperwork to spreadsheet
Invoices, receipts, delivery notes and forms, read and turned into tidy rows for your spreadsheet or accounts software.
Payroll preparation
Collects timesheets, overtime and holiday, flags anything unusual, and prepares the file for the payroll software you already use.
Could this work for your business?
Send us an example of what you do today and we'll show you what the reports and summaries would look like for you.