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Clauda / Workflows / Operations Reporting

Operations reporting automation

Pull data from CRM, ERP, spreadsheets, and email — generate a polished weekly report with AI-written insights — review and send with one click.

90%
Time reduction
15min
Per weekly report
Mon 8am
Automatic schedule
5+
Data sources
1

Data sources → Agent → Deliverables

📊

CRM

Pipeline, deals closed, revenue

📦

ERP / Inventory

Stock levels, orders, shipments

📈

Google Analytics

Traffic, conversions, campaigns

📁

Shared Drive

Spreadsheets, trackers, logs

📧

Email / Tickets

Support volume, response times

Agent
📄

Executive summary

Key metrics, trends, AI-written insights

📊

Data tables & charts

Week-over-week, month-over-month

⚡

Action items

Flagged anomalies, recommendations

📬

Email-ready report

Formatted, branded, ready to send

2

Sample generated report

Weekly Operations Report — W14 2026

Generated Mon 31 Mar, 08:02 · Awaiting review
€247K
↑ 12% vs W13
Revenue
1,847
↑ 8% vs W13
Orders
94.2%
↓ 1.3% vs W13
Fulfillment rate
2.4h
↑ improved vs W13
Avg. response time
Orders by channel — W14
Webshop
1,330
Marketplace
333
B2B direct
148
Phone
36

AI-generated insights

  • Revenue up 12% WoW driven by Easter pre-orders in Cleaning & Industrial categories (+€18K)
  • Fulfillment rate dropped 1.3% — 23 orders delayed due to Supplier B shipment arriving 2 days late
  • Support ticket volume down 15% after FAQ update deployed W13 — chatbot deflection rate now 62%
  • Marketplace channel growing faster than webshop (18% vs 8% WoW) — review commission impact on margin
3

Before vs. after

Before — manual reporting

3 hours every Monday

  • 1
    Log into CRM, export pipeline and revenue data
  • 2
    Pull order data from ERP, match with inventory
  • 3
    Download Google Analytics traffic and conversion data
  • 4
    Collect support ticket counts from helpdesk
  • 5
    Paste all data into a master spreadsheet, calculate WoW changes
  • 6
    Write summary paragraphs, format charts, build email, send
~3 hours every Monday morning
After — agent workflow

15 minutes (review only)

  • 1
    Agent pulls data from all sources automatically at 8am
  • 2
    Calculates all metrics, WoW/MoM comparisons, trend lines
  • 3
    Generates charts, tables, and formatted report
  • 4
    Writes executive summary and flags anomalies
  • 5
    You review the draft — edit or approve
  • 6
    One-click send to stakeholder distribution list
~15 min review, every Monday
4

Expected results

90%
Time saved
3h → 15min per report
6h/mo
Hours freed
For analysis, not data entry
0
Missed reports
Scheduled, never forgotten
100%
Consistent format
Same structure every time

Stop building reports by hand.

A reporting automation pilot takes 2–3 weeks. We connect your existing data sources and build the first report template together.

Book a discovery call →