Flow 062 · Automated reporting with AI summaries

The Monday report, done before anyone logs in.

Pull numbers from your ERP, CRM and spreadsheets, refresh your Power BI dashboards and have AI draft a plain-language summary. A person checks it, then it goes to leadership on schedule.

Try it below. Sample company: Larkspur & Co. (fictional).

Larkspur & Co.Live run · sample data
Demo
Pick a scenario, then step in when a person is needed

What lands with your team

Someone loses half of every Monday building the same report. This flow does the gathering and the first draft. It also refuses to send numbers from a source that failed to refresh.

0steps run automatically
0decisions made by a person
0steps logged for audit

Sample company and sample numbers, for illustration.

How it works

Starts when
On a schedule, such as Monday at 6 AM.
Runs automatically
Pulling data from each system on schedule; refreshing the dashboard and checking every source updated; drafting a short, plain-language summary of what changed; sending the report and dashboard link once approved.
Where AI helps
Drafting a short, plain-language summary of what changed in the numbers.
Where you’re in charge
A named owner approves the summary before it is sent.

What stays with a person

  • Approving the summary before it goes out
  • Explaining anything surprising in the numbers
  • Deciding what changes in the report

What’s included

  • Pulling data from each system on schedule
  • Refreshing the dashboard and checking every source updated
  • Drafting a short, plain-language summary of what changed
  • Sending the report and dashboard link once approved
  • Runs on: Power Automate, Power BI, Excel, Outlook, Teams, Your ERP and CRM
Build size M · medium

Questions teams ask

Will the AI invent explanations for the numbers?
It only describes what changed in your data, and every summary is approved by a person before sending.
Can different teams get different versions?
Yes. Each audience can get its own filtered report from the same data.
Will we need new Microsoft licenses?
Often not. Many of these flows run on what you already have in Microsoft 365. Some steps need premium connectors or AI credits, so we check your current licenses on the first call and tell you exactly what, if anything, you would add before you commit.

Want this for your team?

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