Course Objective & Scope
Downloading CSVs from five tools every Monday morning, pasting them into spreadsheets and writing the same commentary by hand drains analyst energy. This course shows how to automate data collection, run deterministic KPI and variance calculations with zero arithmetic hallucination, and use an LLM strictly to turn verified numbers into clear executive commentary.
Following the rule 'let code calculate, let the LLM narrate', participants build a scheduled reporting pipeline that delivers tailored updates via email, Slack/Teams or PDF.
Who Should Attend?
- BI, data analytics, FP&A and management reporting teams
- Specialists reporting on sales, marketing, supply-chain and operations performance
- PMO and strategy units standardising executive updates
- Business analysts building automated data and reporting flows
Key Takeaways
- Schedule automated data pulls from SQL databases, APIs, spreadsheets and BI tools
- Run data-quality gates for missing rows, stale timestamps and outliers before publishing
- Compute KPIs, period-over-period growth and variances deterministically outside the LLM
- Generate concise executive narratives and anomaly highlights strictly from verified metrics
- Distribute role-tailored digests and threshold alerts via email, Teams/Slack or PDF
Curriculum
Reporting Pipeline Architecture and Data Quality Gates
- Scheduled ingestion from SQL, REST APIs and SharePoint/Excel files
- Halting publication when freshness, row-count or null checks fail
Deterministic Calculation vs LLM Narration
- Computing totals, ratios, MoM/YoY deltas and variances in code or query nodes
- Preventing numeric hallucinations with structured inputs and post-generation figure checks
Executive Narratives and Anomaly Highlighting
- Prompt patterns that surface the biggest positive and negative drivers
- Summarising regional, product or team breakdowns clearly
Visualisation, Template Population and Multi-Channel Delivery
- Generating HTML email tables, charts, PDFs and slide templates
- Posting Slack/Teams digest cards and real-time threshold alerts
Role-Based Scoping and Report Governance
- Scoping digests so each manager receives only authorised figures
- Maintaining metric definitions, version history and distribution lists
Other Courses in This Category
-
Keep corporate knowledge current across SharePoint, Confluence, Notion, Drive and ticket logs with automated ingestion, summarisation, change alerts and RAG indexing workflows.
- Live Course
- 5 modules
-
Design Human-in-the-Loop (HITL) workflows with confidence thresholds, risk-based escalation, approval and correction UIs, SLA timers and feedback loops that improve AI accuracy.
- Live Course
- 5 modules
-
Build production-grade resilience into automation and LLM workflows using transient vs permanent error classification, exponential backoff, idempotency, dead-letter queues and model fallbacks.
- Live Course
- 5 modules
-
Instrument automation and LLM workflows with structured logs, correlation-ID tracing, token/cost and latency metrics, PII redaction and actionable anomaly alerts.
- Live Course
- 5 modules
-
Secure enterprise automation and LLM/agent workflows with least-privilege access, secret vaults, indirect prompt-injection defences, tool-calling guardrails and governance controls.
- Live Course
- 5 modules
-
Automate repetitive business tasks using triggers, conditions, data transformations and actions, building your first end-to-end workflow safely with examples in n8n, Power Automate and Make/Zapier.
- Live Course
- 5 modules
Get in touch
