ReportOps
Working demonstrationA client reporting workflow. It assembles the report, puts it in the account manager’s inbox for approval, and answers the questions that come back.
When the client replies with a question, routine ones are answered from the report’s own numbers. Anything touchy, a bad month or a budget question, goes to a person instead.
The problem
Reporting is not the document. Someone tracks what is due, pulls the numbers together, checks the draft, sends it, and then handles every question that comes back. The document is the small part.
What it does
- Knows which client reports are due and when
- Writes the draft from that client’s own metrics
- Holds delivery until a human approves
- Answers routine follow-ups and escalates the rest
Built with
- Google Sheets
- Gmail API
- Python
- Scheduled jobs
- AI drafting





