00The need
Many companies deliver reports on a regular basis, to their clients or to their management, and each one is put together by hand with data from several places. It's work that adds no judgment, takes the same time every time and whose format depends on who does it.
Sounds familiar if…
- Each report takes the same time to assemble, every time
- Data is copied from several places into a template
- The format changes depending on who prepares it
01The problem
Reports are put together every time by copying from several places. Four steps by hand, the same time every time and a different format depending on who does it.
- Receive
Someone opens the email and finds the document.
- Transcribe
They copy the data by hand, field by field.
- Assemble
They put the report together with the client's template.
- Send
They review it and send it to the client.
Key idea
Time goes into copying and assembling, not into what takes judgment.
02The architecture
Before automating anything, we set what the report contains and who validates it. On top of that, four pieces. AI works only on the stretch where the document has to be read, and the rest is deterministic automation.
Power AutomateCollect and orchestrate
Collects the data and runs the flow from start to finish.
Claude API
Read the document
Extracts the data from the document without anyone typing it.
Report template
Assemble the report
With the agreed template and in whatever format is required.
SharePoint and OutlookStore and deliver
The report is stored in its place and reaches the client.
Key idea
Each piece does one thing, and a person reviews before it goes out.
03The result
The format no longer depends on who does it, and the person spends their time reviewing, not transcribing or assembling.
The person reviews and sends, instead of transcribing and assembling.
What you get
- The flow from start to finishCollects the data, processes it and leaves the report ready, on Power Automate.
- AI reading of the documentThe data is extracted without anyone typing it.
- The agreed templateEvery report comes out with the agreed template and in whatever format is required.
- Delivery and filingThe report is stored in its place and reaches the right person, after a person has reviewed it.
04How to engage
The same flow, in the model that suits you: with your team, in your environment or in ours.
We adapt it to your case and put it into productionWho runs itWhere it lives- By your teamYour teamYour environment
- In your environmentdleverYour environment
- In our environmentdleverOur environment
Key idea
The architecture is the same, and you decide who runs it.