How I Automated My Weekly Reporting with AI... Kind Of

Reporting has always been the silent time thief at every job I’ve had—hours lost every week pulling numbers, slicing data, and pretending spreadsheets “spark joy.” So this time, I let AI take over. I built a workflow that analyzes my weekly Salesforce reports, adds its own insights (with just enough guardrails), and ships a clean, executive-ready summary straight to Google Docs. It’s all automated through scheduled Salesforce → Google Sheets → AirOps syncs, and the result is a fully hands-off reporting system that gives the team reliable, consistent visibility into pipeline health without the manual grind.

Tool(s) used:

Here's how it works:

• Data Sources: Integrated with three Knowledge Bases containing sales process definitions, MQL campaign data, and 6sense intent analytics

• Processing Power: Python-based data processing steps that deduplicate records, calculate weekly trends, and generate breakdowns across 15+ dimensions

• AI Analysis: Claude Sonnet 4 models analyze processed data to generate executive-ready insights with proper context and recommendations

• Automated Delivery: Reports are automatically formatted and exported to Google Docs for easy sharing and collaboration

Key Metrics Tracked:

• MQL Performance: Weekly lead generation volume, campaign attribution analysis, and lead quality scoring by job title tiers

• Account Intent Data: High-intent account identification, buying stage progression tracking, and competitive landscape analysis

• Pipeline Health: Opportunity analysis by stage, theater distribution, keyplay tier breakdown, and next-step completion rates

Business Impact & Goals:
This automation transforms how your team consumes sales intelligence by:

1. Consistent Visibility: Weekly reports delivered automatically, ensuring no gaps in performance monitoring

2. Trend Recognition: Dynamic date calculations and week-over-week comparisons help identify patterns early

3. Actionable Insights: AI-generated analysis highlights key findings, at-risk opportunities, and growth opportunities

4. Time Savings: Eliminates hours of manual report compilation per week

5. Data-Driven Decisions: Standardized metrics across MQL quality, buying stages, and pipeline health enable faster strategic pivots

What the team gets:
Every week, your team receives a comprehensive report covering MQL campaign performance, 6sense buying intent trends, and opportunity pipeline analysis—all with the context needed to take immediate action on high-priority accounts and optimize underperforming campaigns.

The system runs automatically, processes thousands of records, and delivers insights that would typically require a dedicated analyst to compile manually.

Video Walk-thru