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Marketing report agent
Turns a month of raw analytics into a 1-page report — what worked, what didn't, what to change next month, in plain English.
Write a 'I tried this for 30 days' essay
Drafts an essay reporting on a 30-day experiment with honest results and lessons.
Build an executive dashboard spec
Specify the 8 numbers and layout for a weekly leadership dashboard — what the CEO actually wants to see at a glance.
End-of-week wage cost vs revenue snapshot
A Sunday-night wage % vs revenue snapshot for the week, with a single specific roster change recommendation for next week. Best day, worst day, and the why behind each.
Pivot table builder from raw data
Turn raw Excel data into a pivot table with the right rows, columns, values, and filters.
Chart type recommendation for a dataset
Get an opinionated chart pick for your dataset plus formatting notes and a headline.
Conditional formatting rules writer
Get a tight set of conditional formatting rules that spotlight the numbers that matter.
Budget vs actual variance table
Build a budget vs actual variance table with formulas, flags, and a short written commentary.
KPI dashboard layout for a small team
Lay out a one-tab Excel KPI dashboard with tiles, sparklines, colour rules, and a story panel.
Executive summary generator
Draft a five-sentence exec summary from a source doc with three-bullet and one-line variants.
Board report draft
Draft a direct board report with exec summary, financials, ops, risks, and clear decisions requested.
Build a self-serve analytics culture
Plans the shift from analyst-bottlenecked reporting to self-serve analytics.
Write a quarterly marketing review
Drafts a quarterly marketing review with results, learnings, and next-quarter plan.
Monthly client performance report agent (data to narrative to next-month plan)
A monthly report that turns numbers into a story the client will read: executive summary, KPI commentary, the narrative, the next-month plan, and a 7-slide outline if you present live.
Build a pivot table in Excel from a messy export
Copilot lists the data quality issues in a messy export, applies the minimum cleanup on a copy, builds the pivot with slicers, and tells you what the pivot is actually saying.
Write a marketing performance dashboard spec
Specifies the metrics, layout, and cadence for a weekly marketing performance dashboard.
Build a one-page Excel dashboard from raw data
Copilot turns a raw Excel data export into a clean one-page dashboard with key number tiles, mini trend charts, one breakdown, and a 50-word summary in your brand voice.
Performance reporting template
Build a performance report template that survives a stakeholder, client and board read without being three different documents.