Automated executive reporting
Every Monday at 7:00 AM, an AOP queries Snowflake, fills the PowerPoint template slide by slide, writes headlines, and emails the deck by 7:30 AM.
- Before
An FP&A analyst spent Sunday evening pulling numbers into the weekly executive deck. Slide by slide. Every week.
- What we did
An Agent Operating Procedure (AOP) on a Monday 7:00 AM schedule: query Snowflake through the semantic model, fill the company's PowerPoint template slide by slide, write the headlines, attach citations (source links to the Snowflake query for each number), email it.
- After
7:30 AM, it is in every executive's inbox. The analyst reads it with coffee like everyone else and spends Monday on the why. A global CPG provider runs this today.
The headlines are drafts. The CFO edits one headline most weeks. The number under it does not change.
Data to deck.
Monday 7:00 AM schedule → deck in every executive's inbox
“Lets us get a lot more out of our data than [...] We can sit on top of all of the data in [our data warehouse] as opposed to just, like, our little ingested, you know, three gigabytes semantic models. I think we have a lot of power here.”
“This combination is a winning combination for us, and this is where we see maximum traction, which is how do you apply all the intelligence that you have within [our data platform] and not worry about how you render that output.”
“I envision Athena and [our data platform] as the combination... that's the stack for me.”
“This is where the puck's going and this is where the moat is for an enterprise.”
“So you gave her three sentences. And she spit out that.”
“I'm very excited. This is something that I have been piecemealing with the limited tools that analysts get... rather than me at nine PM getting a failure email and deciding I'll just do it myself.”
“It's good to understand the capability of the platform. That how far, and how quickly you guys can get these things going [...] that has been impressive overall.”
“Gave Athena the spreadsheet, explained which column I was trying to figure out, and then ten secs it told me... exactly how the calculation was based on the other data.”
“He wrote the entire stuff. By itself. And I was there, and I was thinking, alright. If I had to write all this stuff, I mean, I would've spent days, days, days.”
“I send that to the programmer and he said, alright. I read your file. I copied the section of the code because he has the right interface, and it works. Wow. Just like magic.”
Verbatim from customer calls. Customers anonymized.
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