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Automation

Executive Reporting Automation

Manual weekly status writeup → AI-drafted, pre-calibrated report with human-in-loop approval.

Client
Mid-size Professional Services (50–200)
Role
AI Skill Development
Stack
AI skill · Slack ingest · Feedback log
Status
Delivered
SOURCES Slack Projects KPIs AI DRAFT Calibrated to leadership Feedback log applied HUMAN REVIEW ~10 min Approve / post SLACK Post AI-DRAFTED · HUMAN-APPROVED · FEEDBACK-CALIBRATED

The Problem

What Was Built

01
Context ingestion
AI skill that reads relevant Slack channels and project tools before drafting — nothing written from memory.
02
Calibrated output format
Structured to leadership preferences (sections, tone, specific numbers cited). The format is codified, not re-discovered each week.
03
Feedback log
Leadership comments are encoded as standing rules and auto-applied each week — feedback compounds instead of evaporating.
04
Human-in-loop review
Draft presented for approval before posting; nothing goes out without human sign-off.
05
One-click Slack post
Approved draft auto-posted to Slack as a draft for final send.

Outcomes

Key Metrics

MetricResult
Saved per report cycle~80 minutes
Saved per year per person~65 hours
Manual reformats needed0
Quality trajectoryImproves each cycle

Next-Level Improvements

Ideal For
Ops leads, department heads, chiefs of staff — anyone who writes recurring leadership updates.
Stack & Methods
AI skillSlack APIContext ingestionFeedback logHuman-in-loop approval
Next Engagement

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same report every week?

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More Work
AI Infrastructure
Organisation-Wide AI Toolchain Rollout — the governance layer this report skill plugs into
Cost Reduction
SaaS Cost Audit & Vendor Consolidation — $40–60K+ in annual savings identified