No such thing as a "case of the Mondays" for our clients

Here's an example of how a finance analyst went from feeling gloomy EVERY DAY to now even sleeping in a bit.

They came to us with a complex and unique process that needed to be completed daily before most the rest of the team even started their day...

1️⃣ Check whether a new reporting period started and adjust the master spreadsheet
2️⃣ Log into multiple internal platforms to see if the previous day’s data was available
3️⃣ Export a series of operational reports
4️⃣ Reformat and combine the data in Excel
5️⃣ Extract additional datasets from another system
6️⃣ Clean and reconcile everything manually
7️⃣ Update the master reporting file
8️⃣ Save copies for tracking and archiving
9️⃣ Create a mobile-friendly version
🔟 Email the report to leadership and operational teams

And then repeat, every weekday.

Data that was constantly moving, through multiple systems, and into multiple report versions made off-the-shelf automation impossible.

In stages we built multiple agents, a true "AI employee": One prepares the reporting file, another logs into systems and extracts data, another exports reports, a final merges everything together.

The custom built multi-system reporting process is owned outright by them.

Most of Capto's client journeys don’t start with futuristic automation and AI stories that are complex enough to keep anyone up at night, they start with the process that’s painstakingly forcing them out of bed in the morning to complete.

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Originally posted on LinkedIn:

https://www.linkedin.com/posts/petersteube_happymonday-share-7439488401529217024-FBsl/