The Reporting Assistant takes all your important business data-like sales numbers, marketing results, and operational metrics-and turns it into clear, easy-to-understand reports. Instead of piecing together information from different tools such as CRMs, spreadsheets, or analytics platforms, it brings everything together in one place. It creates reports in the format that best fits your needs, whether that’s a simple executive summary, a detailed spreadsheet, or a visual dashboard. The Reporting Assistant works on a regular schedule, highlights the key performance indicators (KPIs) that matter most to you, and ensures every report is consistent and reliable.

Skills: Data aggregation and normalization from multiple platforms (CRMs, analytics dashboards, spreadsheets) Custom report generation tailored to internal stakeholders or client-facing formats Tool proficiency with Excel/Google Sheets, Looker Studio, Tableau, Power BI, or Airtable Scheduled report automation and delivery (daily, weekly, monthly cadence) Visual dashboard formatting to match team preferences and KPIs KPI alignment across business functions (Sales, Marketing, Ops) Data integrity checks to ensure report accuracy and trustworthiness Executive summary drafting with high-level insights and recommendations

Agents | Data/Reporting Agents