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All workflows
Reporting & decision support

From data assembly to decisions, without the week in between.

Experienced people spend days collecting information and rebuilding reports that describe the past. The agentic intelligence workflow produces the recurring picture from approved data, explains what moved and why, and tracks whether the decisions taken actually happened.

Explore the Workflow Audit

Agentic Management Intelligence Workflow

  1. AgentCollectApproved data, every source
  2. AgentAnalyzeVariances and drivers computed
  3. AgentExplainCommentary with evidence
  4. Human approvalReviewManagement challenges and decides
  5. AgentDistributeOne version, everywhere
  6. AgentTrackActions followed to completion
One run, end to end

Weekly business review, assembled to actioned

The real cost of manual reporting is not the hours: it is the decisions that wait for them. Here is one weekly business review, from raw data to tracked actions.

Weekly business review, assembled to actioned

The week closes. Watch the agents build the review from approved data, explain the variances, and follow the decisions out the other side.

Manual
345 min
Agentic
3 min
115xfaster
1
2
3
4
5
Data Collection Agentstep 1/5

Sales, spend, stock, and cash pulled from approved sources.

Inside the workflow

The agents are components. The workflow is the unit.

These are the agents that typically operate inside this workflow. Yours will differ in detail; each one exists to serve the workflow's outcome, not to be a product of its own.

Data Collection Agent

Assembles the recurring picture from approved sources, consistently, every cycle.

removesNumbers that disagree depending on who pulled them.

KPI Investigation Agent

Decomposes variances to drivers across SKU, channel, region, and customer.

removes'Why did this number move?' takes a week to answer.

Commentary Agent

Drafts the narrative with evidence linked to every claim, ready for challenge.

removesCommentary written at midnight before the review.

Root-Cause Agent

Traces a question across systems and returns a documented answer.

removesInvestigations that die in inbox threads.

Scenario Agent

Compares options against history and assumptions before the meeting, not after.

removesDecisions taken without knowing the second-order effects.

Action Tracking Agent

Assigns, chases, and reports every agreed action until it is closed.

removesDecisions made in reviews that quietly evaporate.

Systems

Where execution happens.

The workflow connects to the systems you already run. Yours not listed? It almost certainly connects.

SAPPower BITableauExcelMicrosoft DynamicsDMSEmail
Measurement

What this workflow is accountable for.

Outcome categories, measured against your own baseline. Never a promised number.

  • Reporting time
  • Data consistency
  • Action completion
  • Decision latency
  • Management attention recovered
Illustrative
management time spent deciding and challenging, not assembling, with every decision tracked to what actually happened.
Worked example, not a client result

Is this the workflow worth transforming first?

The Workflow Audit answers that with your own economics: what the workflow costs today, what an agentic version could be worth, and what production requires.

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