The problem this kills
Every Monday at 8am, you pull numbers into a spreadsheet, format them, and email the team. Maybe it's sales by region, open orders, cash position, or stock levels. It takes an hour, it's mind-numbing, and the one week you're on vacation, nobody gets the report. Worse: by the time anyone notices stock dropped below the reorder point, it already stocked out.
Manual reporting is slow, fragile, and reactive. The numbers exist — a person is just acting as the cron job that moves them.
What you'll build
A tool that does the ritual for you. On the schedule you choose, it reads your data, computes the metrics you care about, and sends a clean, readable email digest to the team. On top of that, it watches for exceptions: you define typed threshold rules (for example, "alert me when any SKU's on-hand drops below its reorder point"), and the tool emails the right people the instant a rule trips — not next Monday.
What's inside the Implementation Plan
The downloadable plan is a step-by-step file you paste into an AI coding agent. It covers connecting to your data source, writing the metric calculations, building the digest email template, defining threshold rules as plain typed config, and wiring up a scheduled cron so it runs without you. Every step includes a ready-to-copy prompt. There's a "No data warehouse?" path that reads straight from a Google Sheet or CSV, so a missing database is no excuse.
The governance it includes (this is the point)
Reporting tools touch sensitive numbers, so the plan builds in real controls: login so only your team can access it, row-level security so each person sees only their org's data, an audit log of every digest and alert sent, recipient lists managed as config (not hard-coded), and sensible limits so a bad rule can't spam everyone hourly.
Who it's for
Operations and finance professionals — controllers, analysts, planners — who own a recurring report and would rather spend that hour on the decisions the numbers point to.
You've got this — by the end of the afternoon, your Monday report will send itself.