For operations managers

Your Monday report, ready before you are.

The weekly figures, the status update, the summary for the board: the information exists, it's just in four places. I can help you set up AI that gathers it, drafts the report in the format your managers expect and sends it where it needs to go, so your week starts with decisions, not copying.

Book a 30-minute call See an example

Sound familiar?

The information exists. It’s just in four places.

  • Every week starts with exporting, copying and pasting the same figures into the same template.
  • Status updates mean chasing people for things your systems already know.
  • When you're away, the report doesn't happen, because only you know how it's built.

An example

A weekly report, from four spreadsheets to one summary.

The old way

Monday morning spent exporting, copying and reformatting.

The connected way

A draft in your inbox at 8am on Monday, with the week's changes already picked out.

An illustrative example based on common workflows, not a client case study. Your own setup starts from the tasks you tell me about.

  1. Your sources, connected

    The spreadsheets, CRM and project tools you already use, linked once with Make, Zapier or n8n.

  2. Figures gathered on schedule

    Every Monday at 7am, or whenever you choose, the numbers are pulled together automatically.

  3. Drafted in your format

    AI writes the summary in your template: what changed, what's late and what needs a decision.

  4. You check and send

    Your time goes on what the numbers mean, and the report still goes out when you're on holiday.

What I'd set up for you

A reporting setup that runs without you.

The setup I'd suggest

Team Workflow

Take the manual, multi-step admin out of your team's week, using the tools you already have.

From £1,500Audit and build

Talk about your reports

Want it looked after as things change? The Fractional AI Partner retainer keeps it running.

What you get

  • Your bottlenecks, foundAn audit of the three manual jobs costing your team the most time.
  • Tools that talk to each otherAutomations that move data between your spreadsheets, CRM, inbox and AI.
  • Reports that write themselvesWeekly and monthly summaries drafted in your format, on schedule.
  • A team that uses itWritten procedures and training, so it doesn't depend on one person.

Questions

What operations managers ask first.

All questions
We have lots of systems. Where would you start?

With the one report or job that costs you the most time. One task done well shows what's possible and pays for itself fastest.

What happens when something breaks?

Every setup includes 30 days of fixes and fine-tuning, and a written guide showing how it all fits together. If you'd like someone to keep it running after that, that's what the retainer is for.

Does our IT team need to be involved?

Usually only to approve access to the tools you already use. I'll work with them on permissions and data settings, so nothing surprises them.

Who else I help

The same approach works for other jobs too.

Designers

If you hand over Figma files and wait weeks to see them built

Find out more

Fundraisers

If you rewrite the same funding bid for every trust

Find out more

Charity and NGO teams

If you build the same donor report every quarter

Find out more

Writers and consultants

If you dig through old files for the pitch that worked

Find out more

Surveyors

If you type up site notes every evening

Find out more

Get started

Which report would you most like to stop building by hand?

Tell me about it on a 30-minute call. If AI can take it off your hands, I'll show you how. If it can't, I'll say so.

Book a 30-minute call Free · No preparation needed