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Business Reports Agent

Generates and delivers daily, weekly and monthly business reports automatically.

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What This Agent Does

How it works.

This agent runs on a schedule — daily at 9 PM, weekly on Sunday, monthly on the 1st — pulling data from the portal to generate revenue, collection, attendance and inventory reports. Reports are delivered to the owner via email and WhatsApp without any manual action.

Inputs

→
Schedule config
Daily / weekly / monthly + delivery time
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Report type
Revenue / collections / attendance / inventory / custom
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Date range
Auto-calculated from schedule — yesterday / last week / last month
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Recipient list
Owner email + WhatsApp number from portal settings

Outputs

PDF report
Branded, with charts — delivered via email
WhatsApp summary
Key metrics in text format — concise, readable on mobile
Excel export
Raw data for accountant — attached to email
Dashboard update
Report stored in portal for historical view

Automation Flow

Schedule fires
Cron trigger at configured time (daily/weekly/monthly)
Data pulled
Portal DB queried for the configured date range
Claude analyses
Generates written summary and highlights anomalies
PDF created
Charts + summary + tables compiled into branded PDF
Email sent
PDF attached, sent to recipient list via SendGrid
WhatsApp summary
Key numbers sent as formatted text message
Stored in portal
Report archived for historical comparison
Tech Stack
Cron / n8nClaude APIChart.jsmPDFSendGridWhatsApp API
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We configure, test and hand it over running in your environment. Fixed price, no recurring fee.

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