Step 1: Confirm the report
Read audience, period, required measures, definitions, owners, and deadline.
A source-linked, review-ready operating report
Bring metrics, definitions, prior reporting, owner explanations, and decisions into a consistent management view. The agent prepares the narrative while keeping source gaps and accountable review visible.
The report is ready except for one metric-definition conflict awaiting the data owner.
Narrative prepared
Definition changed
Owner commentary added
Prepared using fictional business records.
Bring current metrics, definitions, targets, prior periods, and owner context together.
Draft a concise narrative while separating evidence from interpretation.
Route gaps and decisions to owners before publishing the report.
The path from request to result adapts to the available information, approved actions, and decisions that need review.
Read audience, period, required measures, definitions, owners, and deadline.
Collect current metrics, prior periods, decisions, and owner commentary.
Explain material change and keep source gaps visible.
Route metric conflicts and open decisions to accountable owners.
Return the approved report with sources and follow-up actions.