01Summaries
Weekly and monthly summaries
Data is collected, formatted and sent to the right people at a set time.
Reports
Report automation
If reports are put together by hand from several sources, it costs more than time: the chance of errors goes up too. The summary can be compiled automatically and emailed to you at a set time, for example on Monday morning.
With a summary
AI briefly describes the most important changes
On your schedule
for example, every Monday morning
1–2 weeks
to a working report
Before and after
How does the work change? The numbers are collected automatically.
Now
With the solution
Now:Friday afternoon or the weekend goes into preparing reports
The report is compiled and sent at a set time
Now:Data is copied by hand from several sources into Excel
Data is collected from several sources automatically
Now:Reports go out irregularly – whenever someone remembers
The numbers come with a short summary of the key changes
Now:Copying introduces errors
You spend your time on conclusions, not on collecting numbers
Scenarios
Most common scenarios
02Sources
Data from several systems
Google Sheets, CRM, online store, accounting – all in one summary.
03Dashboards
Self-updating dashboards
Looker Studio or Metabase dashboards whose data refreshes at a set interval, for example every hour or every day.
Data analytics 04Alerts
Alerts when something is off
You pick a metric and a threshold, and the system lets you know when it is crossed. No need to check spreadsheets every day.
Tools
Which report automation tools do I use?
In short: free tools are usually enough for a small business. n8n or Make collects data from your CRM, online store and accounting, it goes into Google Sheets or Excel, and the manager gets a summary by email or Slack and, if needed, a live Looker Studio or Power BI dashboard. Tool costs are usually €0–25/month.
- Google ecosystem: Sheets + Looker Studio (free) – when your data is in Google Workspace, Google Ads or GA4.
- Microsoft 365: Excel with Power Query, Power Automate and Power BI – when the company works in Outlook and Teams.
- Lithuanian accounting systems: data from B1.lt is pulled via its API; from other programs, via a regular CSV or Excel export.
- AI summary: the report comes with a short comment on what the numbers show and where it is worth taking a closer look.
A detailed comparison of 9 tools with prices: business report automation tools 2026.
Why it matters
Why manual reporting costs you
- 01
You see changes every week
When the summary arrives weekly, you can react to changes sooner instead of waiting for the end of the month. - 02
Fewer copy-paste errors
Numbers no longer have to be copied by hand from one system to another, so there are fewer places for mistakes to creep in. - 03
Everyone sees the same numbers
The team works with the same up-to-date information – less time spent figuring out whose numbers are right.
Process
How it works
- 1
initial discussion
Data sources
From your message I find out where your data lives and which metrics matter most for decisions. If needed, we arrange a call. - 2
before we start
Proposal and structure
You get a plan: which data, how it is formatted, who gets it and when, and what it costs. - 3
1–2 weeks
Connecting the sources
I connect the sources and set up automatic collection and delivery on a schedule. - 4
launch
Launch
I show you how to use the result and leave a written description. I can keep helping afterwards if needed.
FAQ
Frequently asked questions
Didn’t find your question? Write to info@aigentas.lt and I’ll reply within 1 business day.
Which systems can you integrate with?
Google Sheets, Excel, HubSpot, Pipedrive, WooCommerce, Shopify, accounting systems and many others. If you use a niche system, just ask – it can usually be connected.
Which report automation tools do you recommend?
For a small business: Google Sheets and Looker Studio (both free), with n8n or Make collecting data from your CRM, online store and accounting. For Microsoft 365 companies: Excel with Power Query, Power Automate and Power BI. If you need ready-made marketing connectors with no technical work, Databox or Coupler.io, but they cost more. A detailed comparison with prices is in my blog article on report automation tools.
Do we need to buy expensive BI software?
Usually not. Google Looker Studio is free, Power BI Desktop is also free (sharing reports requires a Pro license), and Metabase has a free open-source version. We choose the setup based on your needs and budget.
How long does it take?
A simple report from 1–2 sources takes about a week. A more complex one with several integrations takes 2–3 weeks.
How much does report automation cost?
The first solution costs from €450. The price depends on the number of sources and the complexity. We agree on a fixed price in writing before any work starts.
What is the difference between report automation and data analytics?
Report automation is a summary that pulls itself together and arrives on a schedule (e.g. Monday at 8:00). Data analytics is a live dashboard you can open any time, with alerts when something is off. The two are often used together.
Will we be able to manage the automation ourselves?
Yes. I show you how everything works and leave a written description. You can change the recipients, schedule and metrics yourself.
Next
Related services
- Data analyticsLive KPI dashboards from your CRM, online store and accounting, with alerts when something is off.
- Business process automationAgreed steps between your apps run on their own: for example, a new order is entered into your accounting, and a customer with a late payment gets a reminder.
- AI agent developmentAn agent reads an email or a PDF, pulls out the data you need, enters it into your system or drafts a reply. Unclear cases go to a person.
- Google Sheets automationHow spreadsheets fill themselves in.
- Automated business reportsA blog article with examples.
- Report automation toolsA comparison of 9 tools with 2026 prices.
Let's discuss your situation
Show me how you prepare reports today
Describe where you pull your report data from. I will review it and reply by email with what is worth automating first.
- 1
You tell me what matters to you
A few sentences are enough: which task eats up your time or what you would like to change.
- 2
I read it and reply by email
Within 1 business day I write back with what I would suggest and what we still need to clarify.
- 3
A call, if it helps
If a call would help, we agree on a time. The scope and price of any paid work are agreed before we start.
Or directly: info@aigentas.lt