26Operations

Recurring Report Autopilot

Every weekly, monthly, and quarterly report drafted from source systems, narrated for the owner, and dropped in Slack — without a human pulling a single CSV.

The problem

Ops managers and finance leads burn 8-14 hrs/wk per person on 3-5 recurring reports — pulling the same SQL, formatting the same Sheets tab, writing the same "here is what changed" paragraph from data the source systems already know. Cycle time on the weekly business review is 1-2 days because four people each own a slice. Half the reports get skimmed, none get owner-specific narratives, and when someone is on PTO the report just doesnt go out. Throughput on actual operations work suffers because the highest-paid person on the team is acting as a CSV export robot.

Typical leak: 8-14 hrs/wk per ops manager reclaimed across 4 recurring reports = ~$45-90K/yr per ops lead at fully-loaded cost; 1-2 day report cycle time → same-morning delivery

Ops manager hours reclaimed + report cycle time

8-14 hrs/wk per ops lead; 1-2 day cycle → same-morning; 100% on-time delivery rate vs ~70% baseline

Integrates with

LookerTableauSalesforceHubSpotQuickBooksNetSuiteMixpanelAmplitudeSlackGmailSendGridNotionClauden8n

How it works

Agent · Recurring Report Autopilot

Friday 6:00 AM · cron fires
Pulling Salesforce + Looker + QuickBooks
Claude assembling narrative
Posted to #weekly-business-review
Read by exec team Monday 8am

n8n schedule

0 6 * * 5

Every Friday at 06:00 PT · weekly-business-review

Waiting · Friday 06:00:00

#weekly-business-review

Slack
Drafting...

Integrates with

Salesforce
Looker
QuickBooks
Claude
Slack
Notion
n8n