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Automated Reporting

Automate report generation and distribution with scheduling, templating, data refresh, export to multiple formats, and email delivery.

Complexity: Moderate | Duration: 15-30m | Category: Devops

Tags: analytics reporting automation scheduling

Workflow Diagram​

Steps​

Step 1: Report design​

Agent: data

analyst - Design report layout, sections, metrics

Step 2: Template creation​

Agent: data

analyst - Create template in BI tool, Jupyter, or LaTeX

Step 3: Data query​

Agent: data

analyst - Define SQL/API queries for report data

Step 4: Parameterization​

Agent: automation

specialist - Add date ranges, filters as parameters

Step 5: Scheduling​

Agent: automation

specialist - Set daily, weekly, monthly schedule

Step 6: Export​

Agent: automation

specialist - Export to PDF, Excel, CSV

Step 7: Distribution​

Agent: automation

specialist - Email to recipients, upload to shared drive

Step 8: Monitoring​

Agent: automation

specialist - Track report generation, delivery success

Usage​

To execute this workflow:

/workflow devops/automated-reporting.workflow

See other workflows in this category for related automation patterns.