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Weekly Reporting Automation with Adjustable Datasets

Creating an adjustable context layer

Problem

  • Weekly reporting can be fluid, and how and what we report on may change over time

  • Changing underlying report data and how it gets analyzed is highly manual today

  • Sending reports involves opening multiple views, screens, and tools

Solution

  • An adjustable context layer that allows you to define all the associated datasets and lookback periods

  • An initial AI draft using user-defined prompts and sections

  • A UI that allows you to look at underlying data, agent reasoning, and review and send the email draft in one screen

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Weekly Reporting Automation with Adjustable Datasets · Arc Theory