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← AI agents & workflows

Reporting assistant

The information exists.
Make it useful.

An assistant that brings together agreed business data and prepares a recurring update for your team to check and share.

Let’s talk Explore the concept

One job. A useful response.

Fictional business · Illustrative preview
Reporting assistantIllustrative output · Ready for review

Northline · Example project report

A clear view.
A useful next step.

19–23 October 2026 · Illustrative period

ProjectStatusOwner
Customer workspaceScope agreedJamie
Team onboardingPlanningRiley
Enquiry workflowBuildingJamie
Northline project records

What needs a decision

Morgan Lee has approved the workspace scope and requested a handover. Confirm the next step with the team.

Fictional scope approval

Jamie’s “Review the import sample” task is open. Completion is not established by the supplied records.

Open project task
Prepared for review · Nothing published
Fictional illustrative preview · No live integrations

The work behind the task.

The weekly update starts with a tour of dashboards and spreadsheets. Before anyone can explain what changed, someone has to assemble the information.

One possible workflow

From the brief
to a useful next step.

  1. An agreed reporting brief

    The team defines the period, sources and questions the update should address.

  2. A prepared update

    The reporting assistant organises the available information, adds source references and highlights gaps.

  3. Check and share

    The report owner checks the figures and wording before the update is shared through the agreed process.

A scoped concept, not a live run. Sources, permissions and review rules are agreed before implementation.

Built around your work

Useful at
every step.

  • Read agreed sources and keep the reporting period, definitions and available data explicit.

  • Prepare a consistent update that separates recorded changes from interpretations and open questions.

  • Link figures to their sources and flag gaps for the reviewer to check.

  • Place the reviewed output in your agreed reporting workflow, with publication permissions defined in scope.

A good fit when

There’s a repeatable job worth improving.

  • A recurring update draws on more than one tool.
  • The reporting definitions are clear enough to agree.
  • Your team needs time to interpret the information, as well as collect it.

Connected where it helps

The tools
you work in.

  • Twenty and other CRMs
  • Spreadsheets
  • Finance systems
  • Analytics
  • Team documents

Illustrative connections. We confirm available APIs, licences, access and ongoing costs for your setup.

A few useful answers

Before we begin.

Can it follow our existing report format?

Yes, the report format is part of the scope. We agree the sections, definitions, source mapping and checks with the people who use it.

What happens if data is missing?

The workflow should make missing or inconsistent information visible. Your team decides how to resolve it before publishing the update.

Will it publish automatically?

This concept prepares a draft for review. Scheduling and any publication permissions are separately agreed for your workflow.

Other possibilities

Different jobs.
The same care.

Start with a conversation

Build around the work you do.

Tell us what your team is trying to do, what gets in the way and the tools you already use. We’ll help define a sensible first step.

Book a free consultation

A free 30-minute conversation.

A defined first step

£150Blueprint
& Prototype

A paid blueprint for one agreed priority.

Explore the Blueprint

Implementation and ongoing costs are scoped separately.