MCCM Wiki
Reporting automation with AI
Replace weekly manual reporting by freezing the report skeleton, connecting trusted sources, generating a first draft with AI, and keeping a human review gate before anything reaches leadership. The KPI is hours returned per cycle, not “more slides.”
Monday mornings that die inside spreadsheets are a process problem. Tools help only after the pack structure and owner are clear.
Map the current pack
List every tab, export, and paste. Mark which numbers are system-of-record versus hand-typed. If half the pack is tribal knowledge in someone’s head, write that down. That is scope risk, not a prompt problem.
Design the reviewed workflow
- Lock the section order and definitions.
- Pull or paste inputs the same way every cycle.
- Generate draft commentary and tables with a fixed prompt workflow.
- Human review: facts, tone, exceptions.
- Publish to the same channel as today.
Privacy and access
Decide what may leave your tenant. Customer identifiers, HR fields, and unpublished financials need a rule before the first run. See GDPR-safe AI workflows.
What not to automate first
Do not start with board narratives that change shape every month, or with five systems that have never agreed on a revenue definition. Stabilize one pack that repeats.
What done looks like
Two consecutive cycles where the owner finishes review faster against the baseline KPI, and leadership does not ask for the “old file” as a shadow process. Then widen sections.
Related
See AI pilot KPI examples, data pipeline, and From audit to pilot.