AI report generator

An AI report generator that writes from your own files

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.

saas-board-update.pdf
ARRChurnRetentionDecisions requested

You askWrite me a briefing note on this.

  • The headline in two sentences
  • Key figures and what moved
  • Risks and decisions needed
  • Ready to send or refine
Photo by Jakub Żerdzicki on Unsplash

What changes

Stop rebuilding it by hand.

The usual way

  • Start every report from a blank page
  • Copy figures from three files into one document
  • Rewrite the same structure every month

With CTRON Loop

  • Point it at your files and name the report
  • Facts and figures drawn from your own sources
  • Save the structure and rerun it next period
Person typing on a laptop at a wooden tablePhoto by LinkedIn Sales Solutions on Unsplash

Report day

The first draft is done before the coffee is.

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

Everything you need, from one file.

Grounded in your files

Reports draw on the documents and spreadsheets you provide, and say when something is not in them rather than filling the gap.

The reports you actually write

Operations reports, weekly updates, briefing notes, executive summaries, management accounts commentary and proposals.

Board-ready exports

Board reports built from a dashboard download as PDF, Word, PowerPoint or Markdown.

Same report, every period

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

4 steps. Plain English throughout.

No formulas, no templates to set up. Describe what you need the way you would to a colleague.

  1. Add the sources

    Upload the spreadsheets, PDFs, Word files or notes the report should draw on.

  2. Ask for the report

    Pick a report type or describe the one you need.

    Try typingWeekly update for the leadership team: progress, blockers and decisions needed.

  3. Review and refine

    Read the draft, ask for changes and copy or download the finished report.

  4. Make it recurring

    Save it as a Loop on Pro so next period's report runs on the new files in one click.

Worked example

Try it on a real board update

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.

Generate a report from a sample

No account, no card, no API key.

  • The headline and what the board is being asked to decide
  • Key figures and the reasons behind the movement
  • Risks worth raising, in order of importance

Questions

Good to know.

What kinds of reports can it write?

Operations reports, weekly updates, briefing notes, executive summaries, management accounts commentary, proposals and board reports, all from your own files.

Does it make things up?

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.

Can I download the report?

Board reports built from a dashboard download as PDF, Word, PowerPoint or Markdown. Other reports can be copied straight into an email or document.

Can it write the same report every month?

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.

Do I need an account to try it?

No. The try page runs on your own file or a sample with no account, card or API key.

Do it once. Run it again in one click.

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.