AI workflows for reporting and analysis.

Preparing recurring reports and the analysis behind a decision, from the systems a team already has.

Who does this work

  • Data analyst
  • Reporting analyst
  • Business analyst

5 workflow templates ready to adapt, and 12 workflows identified.

Updated

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Examples of the workflows identified
  1. Check a batch of client reports before release
  2. Profile a data extract before relying on it
  3. Reconcile two reported values of the same metric
  4. Test whether a difference between two groups is real
  5. Write the analysis plan before the analysis

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Check a batch of client reports before releaseA report-by-report log of membership, periods, totals against source statements, fees and missing sections, with each difference marked for correction.Workflow templateProfile a data extract before relying on itA profile of a new extract for the analyst: row grain, repeated keys, missing and odd values, and questions for the data owner.Workflow templateReconcile two reported values of the same metricA side-by-side of the definitions and a step-by-step bridge between two reported figures (from different teams, reports or ad platforms), with a proposed common definition, formula, source and owner for the metric.Workflow templateTest whether a difference between two groups is realA comparison of two groups, test variants or before-and-after periods with the method, size of the difference, uncertainty, assumption checks, any criteria agreed beforehand and plain wording of what the data supports.Workflow templateWrite the analysis plan before the analysisA one-page plan for the requester: the question restated, hypotheses, fields and periods needed, and the result that would change the decision.Workflow template
Build a comparables grid for a pricing decisionA comparison grid of supplied transactions with characteristics, dates, adjustment questions and excluded comparables.Illustrative · not built yet
Check an analysis before it circulatesA review sheet for the analyst covering calculations, assumptions, bias and claims the data does not support.Illustrative · not built yet
Explain which segment moved a measureA segment comparison with source-linked explanations and open questions when a reported number changes unexpectedly.Illustrative · not built yet
Line up the data for an energy storage studyGives the study engineer an aligned input checklist and exception report on load, generation and price data, with intervals, units and missing readings.Illustrative · not built yet
Register competing supply in a marketA dated pipeline register of competing projects by stage and expected delivery, with duplicates and uncertain milestones flagged.Illustrative · not built yet
Resolve record-to-team mapping in reportingA mapping review showing unmatched IDs, competing assignments and proposed effective dates so reports roll up to the right team.Illustrative · not built yet
Write the decision summary of an analysisA readable summary for decision makers linking findings to evidence, caveats and open choices without overstating them.Illustrative · not built yet

Workflow templates

Analysis planBefore anyone opens the spreadsheet, the owner or manager gets a one-page plan: the question restated, the hypotheses, the fields and periods needed, and the result that would change the decision. It runs no analysis and states no finding. You own the question and the criteria.Workflow templateClient report check logBefore a batch of client reports is released, the reporting lead gets a log, report by report, of household membership, periods, totals against the custodian statements, fee figures and missing sections, with every difference marked for correction. Nothing is released or sent.Workflow templateComparison claim checkA manager holding a claim such as "version B converts better" and two groups of numbers gets back the method used, the size of the difference, how uncertain it is, the assumptions checked, and plain wording for what the data does and does not support. The manager decides what to do.Workflow templateDataset profileBefore anyone joins or relies on a new export, the analyst gets one profile of it: what one row stands for, where keys repeat, what is missing, which values look odd, and a numbered list of questions for the data owner. No data is changed and no verdict is given.Workflow templateMetric definition reconciliationWhen two reports give different numbers for one metric, the owner gets a page: the definitions side by side, the gap bridged step by step from supplied records, each cause marked shown or not, and a proposed common measure. The owner chooses.Workflow template

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