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AI AGENTS
AI agent that prepares reports
The agent gathers data from several sources, interprets it and delivers the report ready for decisions, with sources cited.
AI agent that prepares reports
An AI agent that prepares reports is deployed over your current systems and flows, with human supervision and traceability. Before automating we define which task, which exceptions and what outcome is acceptable.
We work from Barcelona and Madrid and remotely across Spain, Europe, LATAM and the United States. The agent is designed for your real process, not the other way round: integrations, permissions and milestone control.
We hand over the agent, its configurations, repositories and documentation in accounts owned by your company, without lock-in and with the ability to audit or rotate credentials.
The agent gathers data from several sources, interprets it and delivers the report ready for decisions, with sources cited.
THE CHALLENGE
preparing reports
Leaving preparing reports to a person is slow and leaves room for error; automating it without governance is a risk. The sweet spot is an agent with rules, exceptions and control.
Manual data gathering
Pulling figures from several systems for each report takes hours every week.
Inconsistent formats
Each person presents data their own way, making comparison hard.
Late reports
Manual production delays delivery and leaves decisions unsupported.
APPROACH
preparing reports
An agent with rules, exceptions and milestone control.
Automatic data collection
The agent extracts figures from the sources defined for each report.
Template-based structuring
It organises data into the company-approved format and sections.
Executive summary drafting
It generates a synthesis of findings and key variations.
Validation and final adjustment
An owner reviews figures and conclusions before distribution.
DELIVERABLES
preparing reports
An operational, traceable agent under your control.
Generated structured report
Document with consolidated data and the defined format.
Executive summary
Synthesis of conclusions and highlighted variations.
Updated charts and tables
Visualisations ready to insert into presentations.
Report version history
Record of changes and source data for each delivery.
TRUST
AI applied to real processes with supervision
AI agents with human supervision, traceability and milestone control since 2008, in Barcelona and Madrid and remote. Code and documentation under your control, without lock-in.
- A clear task and success criteria before automating.
- Human supervision with milestone and exception control.
- A measurable first release before expanding scope.
- Code, configurations and documentation under your control.
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