Highlights
- Map a manual reporting process
- Connect AI to a live data source
- Generate narrative from structured data
- Validate AI content against source data
- Format output into a report template
- Schedule automated report delivery
- Handle data exceptions gracefully
- Build a human approval step
- Track and optimise generation costs
- Document for non-technical handover
Course Details
Process mapping session:
participants map their own current reporting workflow and mark every step that could realistically be automated
Data connection lab:
pulling live data from Excel, SQL, or a REST API into a Python or Power Query script ready for AI processing
Narrative generation workshop:
prompt patterns that reliably turn tables and numbers into readable, accurate written commentary
Validation build:
automated checks that flag immediately when AI-generated text contradicts or misrepresents the underlying source data
Template formatting lab:
pushing AI output into a Word or HTML report template with consistent styling and branding applied automatically
Scheduling setup:
configuring the automation to run on a time schedule or trigger using Power Automate or a cron job
Exception handling workshop:
designing what happens when data is missing, arrives late, contains anomalies, or the model returns an error
Human review step:
building an approval gate in email or Teams so a named person signs off before the report goes to its audience
Cost optimisation:
measuring token usage per report run and trimming prompts to reduce cost without losing output quality
Handover documentation:
writing a plain-language guide so a non-technical owner can monitor and maintain the automation independently
Who should attend
Data and MLOps
Feedback
4.8 out of 5 average
"Our tailored course provided a well rounded introduction and also covered some intermediate level topics that we needed to know. Clive gave us some best practice ideas and tips to take away. Fast paced but the instructor never lost any of the delegates"
Brian Leek, Data Analyst, May 2022
