Roles we staff · Management
AI agents for business reporting.
Weekly and monthly reports assembled from your systems, with changes explained. Agents take on the repeatable work, Ergon operators run them every day, and your people keep the decisions.
Who does what
The reporting assistant role, split three ways.
Every task has an owner. Consequential actions wait for a named person on your team.
Agents
Do the repeatable work
- Pull figures from each system
- Assemble the report in your format
- Note what changed since last period
Ergon operators
Run the agents every day
- Check figures against the sources
- Investigate gaps and conflicts
- Deliver the report on schedule
Your people
Keep the decisions
- Decide what the numbers mean
- Approve anything shared outside the business
A first task
Start with one piece of the role.
A small, repeating task with a clear input, a clear output, and a person approving the result. The Agent Role Diagnostic codes it in one hour for $750.
Assemble a sample weekly report from two system exports.
Systems usually involved: Accounting, CRM, spreadsheets, BI tools
Questions
Can an AI agent do business reporting work on its own?
Not on its own, and not by design. Agents pull figures from each system; assemble the report in your format; note what changed since last period. An Ergon operator reviews what the agents are unsure of. Your people decide what the numbers mean and approve anything shared outside the business.
What would a first agent do?
Assemble a sample weekly report from two system exports. The Agent Role Diagnostic ($750) codes an agent on a task like this in one hour, delivers the code, and adds a one-page Role Card and a consultation.
Which systems does it work with?
Typically: Accounting, CRM, spreadsheets, BI tools. The agent gets only the access it needs, and the permissions are written down before it starts.
How do we start?
Take the free role check for this role, or ask an engineer in a free 15-minute call. When the role looks promising, the Diagnostic shows one task in code.
Other roles we staff
Compare another role.
- Intake coordinator · Operations
- Accounts payable clerk · Finance
- Scheduling and dispatch coordinator · Field and service teams
- First-line customer support · Customer service
- Estimating and quoting assistant · Sales
- Billing and collections follow-up · Finance
- Recruiting coordinator · People
- Order entry and data entry clerk · Operations
Try it on your own role