Automation

Data and automation

Pipelines and small automations that take repetitive reporting off the people who already know the numbers.

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  1. Source

    Where the number is born

  2. Job

    A run that can fail in public

  3. Report

    The meeting starts on the decision

A representative study of this kind of system. It describes the problem and the shape of a solution. It is not a published client result.

Who this is for. Teams who paste the same figures into a weekly report, and start the meeting by correcting the copy.

The challenge

The same figures are copied into a report every week. The copy step is where the number quietly changes, and the meeting starts with a correction.

The solution

We trace where the number is born, then move that path into a repeatable job. Automation is narrow on purpose: the steps that are stable, with a person still responsible for the judgment.

Source

Each repeated figure has a defined source. We do not automate a number nobody can explain.

Job

The path becomes a scheduled job with a visible success or failure. A silent skip is treated as a defect.

Report

The report updates from the source. A person still owns the judgment. The paste step is gone.

What gets built

  • A defined source for each figure the business repeats
  • Scheduled jobs with a visible success or failure
  • A report that updates from the source, not from a paste
  • Alerts when a run needs a person, not a silent skip

What changes

The weekly report starts from the same source. People spend the meeting on the decision, not on the spreadsheet.