Reporting Workflow
Get Reports That Write Themselves
Creating reports shouldn’t feel like a second job. The Convex Reporting Workflow automates everything from data collection to final delivery.
Using n8n to gather metrics, OpenAI to generate insights, and AgentKit to deliver formatted reports, your business gains consistent, accurate reporting — without lifting a finger.
Process
How the Reporting Workflow Works
This workflow integrates your existing data sources — CRMs, analytics dashboards, or databases — and uses automation to prepare, summarize, and send reports that actually make sense.
Step-by-Step Workflow
01
Collect Data Automatically
n8n connects to your data tools — Google Analytics, HubSpot, Stripe, or ad platforms — and pulls data at scheduled intervals.
02
Generate Insights and Summaries
OpenAI analyzes the raw numbers and creates plain-language summaries like:
“Sales increased by 12% compared to last month, with a strong performance in Ontario.”
03
Apply Report Templates
AgentKit or n8n formats this data into branded templates (PDF, Google Docs, or Notion pages), ensuring professional consistency.
04
Deliver Automatically
The final report is saved or emailed to the right recipients on a set schedule — daily, weekly, or monthly.
Tools Behind the Workflow
n8n
Pulls and aggregates data from multiple APIs and data sources.
OpenAI API
Writes easy-to-read summaries and detects key insights.
AgentKit
Formats and sends final reports automatically to your chosen channels.
Integrations include:
Google Analytics, HubSpot, Stripe, Facebook Ads, Notion, Google Sheets, Slack, and 300+ more via n8n.
Why Automate Reporting?
Reporting is essential, but it’s also repetitive.
Manual compilation slows your team down and increases the risk of errors.
Automation transforms this process from a burden into a background system that simply runs.
Core benefits:
No more late-night spreadsheet updates
Instant summaries that anyone can understand
Custom templates for weekly, monthly, or campaign reports
One-click delivery to email or shared drives
100% accuracy, zero repetition
Real-World Example
Use Case:
A local health clinic used to spend 8–10 hours each week compiling reports for patients, insurance partners, and internal performance tracking.
The process involved pulling data from spreadsheets, EHR systems, and manual notes — leading to delays and inconsistent records.
Now, their Reporting Workflow handles everything automatically:
n8n connects to their patient management and billing systems to gather the latest data.
OpenAI interprets metrics such as patient visits, treatment success rates, and billing summaries.
AgentKit formats this information into clear, professional reports for both internal teams and external partners.
Reports are automatically sent every Friday afternoon, fully formatted and ready to share.
Result:
90% less time spent on reporting tasks
100% accuracy and consistency across records
Better insight into patient trends and staff performance
More time for the team to focus on patient care instead of paperwork
Why Choose Convex Systems
We don’t just automate reports — we build clarity.
Convex.Systems specializes in human-readable AI reporting, meaning your data looks clean and your team understands it instantly.
- Seamless integration with your current tools
- Custom reporting templates for your brand
- Fully automated delivery schedules
- Local support to help you refine your data systems
Measurable Outcomes
| Metric | Typical Improvement |
|---|---|
| Reporting Time | ↓ 90% reduction |
| Report Accuracy | ↑ 100% consistency |
| Data Insights | ↑ 80% clarity gains |
| Delivery Speed | ↑ Instant scheduled distribution |
Convex.Systems connects your data, automates your insights, and delivers reports that actually help you make decisions.
Ready to automate your reporting?
Start Automating Your Reports
Imagine never having to build another manual report.
Fill out the form below and we’ll review your current setup. You’ll receive a detailed proposal within 1–2 business days.
We respond within 24 hours. No automated replies — a real person reviews your request.