A dashboard pack for weekly reviews
A single source of truth and shorter weekly meetings
BeforeSeveral files, several versions of the numbers
AfterOne shared dashboard
- Excel / Power Query
- Power BI
Example project · Automation
AI workflows for writing tasks
Summaries, extraction and updates done automatically
Example project: it illustrates a typical assignment and its expected results, without describing a specific client.
Faster execution of recurring tasks
1 shared format for the whole team
The goal
Reduce repetitive writing and processing tasks.
Before / after
Before
- Summaries written by hand
- Information copied from one tool to another
- Inconsistent formats
After
- Drafts generated automatically, ready to review in minutes
- Notion tracker updated on its own
- A consistent format
The approach
- An automated flow that drafts summaries and messages
- Extracting key points from documents
- Updating trackers automatically
More examples
An automated weekly operations summary
The weekly report produced in minutes instead of hours
BeforeHours of compiling every week
AfterReport generated in minutes
- Excel
- Power Automate
CRM clean-up and sales pipeline tracking
A clean pipeline and fewer forgotten leads
BeforeDuplicates and inconsistent fields
AfterDeduplicated, standardised database
- SQL
- Excel / Power Query
- Power Automate