Workflow
Reporting and insight workflows
Workflows that pull data from multiple systems, reconcile it, summarise it and turn it into something people can act on — without rebuilding the same report every cycle.
This may look different in your business. The same pattern can apply to other workflows where information is collected, checked, compared, enriched, approved, reported or acted on.
What this workflow usually involves
Pulling source data, applying definitions, reconciling differences, summarising trends and producing a shared view.
Where it breaks
- Definitions vary by team.
- Manual exports are brittle.
- No clear owner for the report itself.
Common inputs
- ERP and finance data
- CRM data
- Ecommerce data
- Spreadsheet inputs
- External benchmarks where used
Common outputs
- Periodic reports
- Operational dashboards
- Narrative summaries
- Anomaly flags
Where AI can help
Pulling and reconciling, drafting commentary, flagging anomalies and surfacing what changed since last cycle.
Where human review belongs
On definitions, on sign-off and on what gets communicated outside the team.
Systems often involved
- ERP / finance
- CRM
- Ecommerce
- BI tools
- Spreadsheets
Example applications
- Reporting automation
- Operational dashboards
- Anomaly detection on routine metrics
How value is measured
Cycle time, reconciliation effort, share of senior time spent assembling versus interpreting, and trust in the numbers.
Where this connects