Agent build · reporting & insight
The weekly report, written before you get in.
A reporting agent reads your analytics, CRM and campaign platforms on a schedule, writes the commentary your team would have written, and flags what moved outside tolerance. Nobody exports a CSV again.
Scope this buildTypical build
4 weeks
Runs
Daily 06:00
Human review
Exceptions
New platforms
None
What it does from day one
Defined steps, every run, logged
It reads what you already have
Read-only connections to your analytics, CRM and campaign tools. No warehouse project and no data moved out of your tenancy.
It writes to your definitions
Your metric definitions, tolerance bands and tone. The commentary follows the rules your analysts set.
It escalates rather than guesses
Anything below the confidence threshold goes to a person with the working shown.
What it connects to
If a system has an API and an owner who will grant access, we can connect it. Where one does not, we say so in scoping rather than after.
Governance on this build
Audit trail
Every run, input, decision and confidence score is written to a log your team can query.
Human in the loop
Defined thresholds decide what the agent does alone and what goes to a named person.
Data boundaries
Your data stays in your tenancy. Access is scoped, logged and revocable per system.
Cost control
Usage budgets and alerts are set per agent, making spend visible before it drifts.
Bring your current weekly report to the call.
We will map which steps an agent should handle, which need a person and what the build would take. An engineer is in the room, not a salesperson.
What we will ask you