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  3. Weekly Executive Reporting
intermediate

Weekly Executive Reporting

Leadership reporting is a scramble of screenshots and inconsistent definitions.

Overview

Ops reporting workflow: pull defined metrics → draft narrative → human edit → distribute. No fabricated KPIs in the template.

Flow

Trigger: Monday schedule

  1. 1
    Trigger

    Weekly schedule

  2. 2
    Integration

    Export agreed metrics

  3. 3
    Action

    Draft narrative commentary

  4. 4
    Approval

    Operator edits & verifies numbers

  5. 5
    Notify

    Distribute to leadership

  6. 6
    Action

    Archive brief

Setup instructions

Lock metric definitions first. Never let the model invent numbers.

Human approval points

  • All numbers before send

Metrics to track

  • On-time delivery
  • Edit distance of drafts

Failure cases

  • Metric definition drift
  • Unverified AI commentary

Requirements

Setup: Estimate: 1 week (sample)

Cost: Estimate only — sample data, not a verified quote

Required tools

BI/sheets
Docs
Scheduler

Optional

LLM for narrative draft
Slack

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