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Done for you · not another dashboard

Automated reports, written for you — so you never build the Monday report again.

I set it up once. Then every week or month, a plain-English summary of your numbers lands in your inbox — no dashboard to open, no chart to read, no report to assemble. $1,000 to build, from $250/month to run.

Send Colin your report data → See a live dashboard →

A real person in Gainesville, FL · working with small businesses everywhere

Watch a report write itself — 20 seconds

The problem

You rebuild the same report every week. Let’s end that.

Every Monday — or the first of the month — the same chore comes back. Export the numbers. Paste them in. Fix the totals. Write the little summary at the top so your boss, your team, or your client knows what actually happened. An hour or two, gone, doing the exact thing you did last week and will do again next week.

It’s not hard work. It’s repeated work — the kind a computer should be doing while you do something that actually needs a human.

That’s what this is. I build the report once, wired straight to your live numbers, and from then on it writes and sends itself on whatever schedule you want. You stop assembling reports and start just reading them — or forwarding them, because they arrive already worded like you’d word them.

The whole difference: a dashboard makes you go look. An automated report comes to you — already written.

What you get

Here’s exactly what shows up Monday morning

No mystery. When your report runs, this is what you (and anyone you choose) get — usually as an email, or dropped into Slack or a Google Doc if you’d rather:

  • A plain-English summary at the top — two or three sentences that say what happened: “Revenue was $18,400 last week, up 12% from the week before. Two invoices are still unpaid. Your best channel was referrals.”
  • The numbers that matter to you — the specific KPIs you actually track, pulled live, not a generic template. Sales, hours, leads, spend, whatever your week is measured in.
  • What changed and why it’s worth noticing — up, down, flat, and the one or two things worth a second look, flagged so you don’t have to hunt for them.
  • On your schedule — every Monday at 7am, the 1st of the month, end of quarter — you pick the cadence, it never forgets.
  • From your real data — QuickBooks, Stripe, a Google Sheet, a CSV your system spits out — I connect the report to where your numbers already live so nobody’s copying anything by hand.

The AI writes the words; I build and check the machine that feeds it, so the summary is always right, not just fluent.

The offer

What it costs, and what “set up once” means

Setup: $1,000 flat. That’s me building the whole thing — connecting your data, defining your KPIs, writing the summary logic, and getting the first few reports right with you before it goes on autopilot. One number, agreed up front.

$1,000 flat setup · then from $250/mo to run · most between $250–$500

Running it: from $250/month (most sit between $250 and $500), which covers the report running on schedule, staying connected to your data, and small tweaks as your business changes — a new metric, a new recipient, a new cadence. No per-report fees, no surprise invoices.

You can stop any month. It’s a service, not a lock-in contract — it runs because it’s worth it, not because you’re stuck.

Want the full picture of the retainer — including the approve-first follow-ups for money you’re owed? That’s the AI Business Pulse, the weekly engine this service runs on.

Want to see the underlying numbers too, not just read the summary? A report pairs naturally with a live Automated Dashboard — the report writes the words, the dashboard shows the picture. They solve different problems, and plenty of businesses only need one — I’ll tell you honestly which fits yours before you spend on either.

The free part

See one real report before you commit to anything

Before you spend a dollar, I’ll build you one real automated report on your actual numbers — free.

  1. Send me a sample of your data.

    A recent export, a Google Sheet, or just tell me what you report on every week. Two minutes.

  2. I build one real report in about a day.

    You get back an actual written summary of your numbers — the real thing, on your data, not a slideshow — usually within one business day.

  3. Keep it either way.

    Like it? The $1,000 setup turns that one report into a machine that runs forever. Not for you? Keep the sample free — no contract, no follow-up sequence.

No discovery call, no proposal to read. You see the finished thing first, then decide.

Who you’re working with

Who’s actually building it

I’m Colin McCarthy, and Automated Workflow is me — the person who answers your email is the person who builds your report and makes sure it stays right. No account managers, no offshore hand-off, no ticket queue.

  • A real person in Gainesville, FL — working with small businesses everywhere in the US, all over email, Google Sheets, and the tools your numbers already live in.
  • Your data stays private. Never shared, never used for anything else. NDA available on request — just ask before you send.
  • I answer my own phone. Want to talk through what your report should say before committing? Call or text and you get me, not a menu.
  • Trained craft, not a buzzword. Anthropic Academy certified — six credentials in AI-assisted automation — and verified on Upwork, where the same work is reviewed on a public platform.

Ready when you are

What report are you tired of building?

Tell me the one you rebuild every week. I’ll turn it into a report that builds itself — and you’ll see the first one, on your real numbers, usually within a business day. Keep it either way.

Send Colin your report data →

Or use the free-demo form — same thing, no email app required. Based in Gainesville, working with small businesses everywhere.

Questions people ask

Automated reports, answered

Can you automate my weekly report?
Yes — that’s the whole service. I connect a report to your live numbers (QuickBooks, Stripe, a Google Sheet, a CSV export) and set it to write and send itself on your schedule, so you stop rebuilding it by hand. Setup is $1,000 flat and running it starts at $250/month. You can see one real report on your own data first, free, through the 1-day demo.
How much does an automated reporting service cost?
$1,000 flat to build it, then from $250/month to run it (most land between $250 and $500). The setup covers connecting your data, defining your KPIs, and getting the first reports right; the monthly covers it running on schedule plus small changes as your business shifts. No per-report fees, and you can stop any month — it’s a service, not a locked contract.
What is an AI weekly summary, and is it accurate?
It’s a short, plain-English write-up of your numbers — “revenue was up 12%, two invoices are unpaid, referrals were your best channel” — generated automatically each week instead of you typing it. The AI writes the wording; I build and check the machine that feeds it your real, live data, so the facts come from your actual numbers, not a guess. That’s the difference between a done-for-you setup and pointing a chatbot at a spreadsheet yourself.
What’s the difference between an automated report and a dashboard?
A dashboard is a live screen you open and read; an automated report is a written summary that comes to you — in your inbox or Slack — already worded, so you don’t have to go look or interpret anything. Many businesses want both: the report tells you what happened in words, the dashboard shows the full picture when you want to dig in. A report is $1,000 setup + from $250/month; the live dashboard is a separate $650 build.
Where can the report pull data from, and where does it get delivered?
It pulls from wherever your numbers already live — QuickBooks, Stripe, Google Sheets, or a regular CSV/Excel export from your system — so nobody copies anything by hand. It gets delivered however you prefer: email is most common, but Slack or a shared Google Doc work too. You pick the recipients and the cadence (weekly, monthly, end-of-quarter) up front, and it holds to it.
How do I stop building reports manually for my small business?
Hand the recurring one to a person who builds it once and lets it run. You send a sample of your data, I build one real automated report on it (free, usually within a business day), and if it’s right, the $1,000 setup turns it into a report that writes and sends itself every week or month from then on. Based in Gainesville, FL, working with small businesses everywhere in the US — the whole thing runs remotely.