AI automation service
AI Reporting Dashboards
We build dashboards that gather your data automatically and use AI to summarise what changed and why, so reporting takes minutes instead of hours.
- Owners stitching reports together by hand each week
- Teams with data spread across many tools
- Managers who want plain-English summaries, not just charts
The problem we fix
Where AI reporting dashboards pays off
Where time and leads leak
- Weekly reporting is a manual copy and paste job
- Numbers live in several disconnected tools
- Dashboards show charts but never explain the story
What changes once it is automated
- Reporting that builds itself on a schedule
- One place for the numbers that matter
- Plain-English summaries of what changed
What we automate
What this service automates
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Pulling data from your tools on a schedule
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Building live dashboards for key numbers
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AI summaries of what changed and why
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Automated report delivery by email or chat
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Alerts when a metric moves out of range
How it connects
Tools and systems we connect
- CRM
- Spreadsheets and databases
- Accounting and invoicing tools
- Website and ads analytics
- Email and chat for delivery
- Data pulled on schedule
- Metrics calculated
- AI writes the summary
- Dashboard updated
- Report sent to inboxes
How delivery works
A clear, low-risk delivery process
- 1
Audit the workflow
We map how the task happens today and where time and leads are lost.
- 2
Design the automation
We agree the simplest reliable build around the tools you already use.
- 3
Build and connect
We connect your website, CRM, email and calendar so data flows automatically.
- 4
Test with real examples
We test with your own enquiries and edge cases before anything goes live.
- 5
Train your team
We hand over with clear guidance so your team stays in control.
- 6
Review and improve
We measure results and refine the workflow over the following weeks.
Who it is for
Is this right for your business?
- Owners stitching reports together by hand each week
- Teams with data spread across many tools
- Managers who want plain-English summaries, not just charts
Guide pricing
Dashboards are scoped by the number of data sources and metrics, then maintained on a light retainer.
View pricing and packagesIndustries we help
Platforms we connect
FAQs
Frequently asked questions
Where does the data come from?
We connect the tools you already use, such as your CRM, accounting software and analytics, and pull the figures automatically on a schedule so you are not exporting and merging files by hand.
What does the AI add to a normal dashboard?
Beyond the charts, it writes a short plain-English summary of what changed and why, and can flag anything that has moved out of its usual range, so you read the story rather than decode the numbers.
How do we receive the reports?
However suits you. Reports can land in your inbox or a chat channel on a schedule, and the live dashboard is always available when you want to dig in.
Is our data kept private?
Yes. We minimise the data that leaves your systems, scope access to only what each connection needs and can keep sensitive figures within tools you control.
Find the 3 manual tasks costing your business the most
Book a free AI Workflow Leak Audit. We review where leads, time and follow-ups slip through the cracks, then show you the quickest practical win.