The reality of management reporting today
Leadership needs visibility into the business. But getting that visibility is painful:
Someone spends Friday pulling data from 5+ different tools
Excel gymnastics to combine and format the data
Writing narrative summaries takes time and brainpower
By the time the report is ready, it's already outdated
How this flow looks in Triform
In this setup, Triform runs on your schedule — every week, every day, however you need it. It pulls KPIs from all your tools, compiles charts and tables, writes a narrative summary, and delivers a polished report to leadership automatically.
Integrations used in this flow
Start from a single prompt
Describe your full workflow in one go and let Triform design the flow with you.
Example prompt for this automation
Where this automation fits
Always-on business intelligence
Reports generate automatically, on time, every time. No more Friday scrambles or Monday morning waits. This means:
- 5-10 hours per week saved on report assembly
- Consistent format makes trends easy to spot
- AI insights catch what humans might miss
From manual assembly to automated insights
Connect your data sources (CRM, billing, analytics)
Define your KPIs and reporting structure
Configure delivery schedule and recipients
Customize the narrative tone and focus areas