The usual way
- Start every report from a blank page
- Copy figures from three files into one document
- Rewrite the same structure every month
AI report generator
Give it the files behind the report: the spreadsheet, the notes, the PDFs. Ask for the report you need and get a structured draft grounded in what those files actually say, with figures calculated from your data. Save it as a Loop and next month's report is one click away.
You askWrite me a briefing note on this.
What changes
Report day
Drop in this month's files and the report arrives in the structure your readers expect, grounded in what the files say. You spend report day checking and sharpening, not copying numbers between windows.
What you get
Reports draw on the documents and spreadsheets you provide, and say when something is not in them rather than filling the gap.
Operations reports, weekly updates, briefing notes, executive summaries, management accounts commentary and proposals.
Board reports built from a dashboard download as PDF, Word, PowerPoint or Markdown.
Save it as a Loop on Pro and rerun it on the new files, or schedule it to arrive by email.
How to do it
No formulas, no templates to set up. Describe what you need the way you would to a colleague.
Upload the spreadsheets, PDFs, Word files or notes the report should draw on.
Pick a report type or describe the one you need.
Try typingWeekly update for the leadership team: progress, blockers and decisions needed.
Read the draft, ask for changes and copy or download the finished report.
Save it as a Loop on Pro so next period's report runs on the new files in one click.
Worked example
The board update sample is a SaaS retention update with ARR and churn commentary and decisions requested. Open it with the briefing note task already selected and run it.
No account, no card, no API key.
Questions
Operations reports, weekly updates, briefing notes, executive summaries, management accounts commentary, proposals and board reports, all from your own files.
Reports are written from the files you provide, and report tasks are instructed to say when something is not in them rather than invent it. Figures in dashboard-based reports are calculated from your data.
Board reports built from a dashboard download as PDF, Word, PowerPoint or Markdown. Other reports can be copied straight into an email or document.
Yes. Save it as a Loop on Pro or Pro Max and rerun it on the new files, or put it on a daily or weekly schedule.
No. The try page runs on your own file or a sample with no account, card or API key.
Bring the file behind your next recurring task and see a real result in the next few minutes.
Generate a report from a sample No account, no card, no API key.