Recurring advisory deliverables require manual data gathering from multiple sources, compilation into formatted reports, and careful review before client delivery. This process consumes significant time across the team and delays client access to insights.
Automation assembles performance data from all sources, formats reports with branding, and delivers them to clients with minimal human intervention. Reports reach clients faster and with fewer errors.
The full workflow, from trigger to completion.
On the scheduled date, the automation checks the advisory calendar and identifies clients due for a report this cycle.
The automation queries the CRM to retrieve client contact details, performance metrics, and engagement history.
The automation retrieves KPIs, activity logs, and performance data from the designated workbook.
The automation assembles the data into the report template, formats tables and charts, and applies branding.
The draft report is sent to the designated senior advisor for narrative review and recommendations.
Once approved, the automation exports the report as a branded PDF and sends it to the client.
The automation records the delivery date, report version, and archive link in the CRM for audit and compliance.
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