Run internal reporting with an AI coworker
Reporting should make the next move obvious. Instead, lean teams lose hours pulling the same numbers into the same slides. Duet connects the sources, builds the daily or weekly brief, explains what changed, and sends the handful of decisions that matter. The report becomes the meeting.
How Duet runs this with review rules.
Connect the metrics sources
Duet reads Stripe, PostHog, GA4, Search Console, HubSpot, Attio, Shopify, QuickBooks, spreadsheets, and databases. You define the handful of metrics that drive the business instead of dumping every chart into a dashboard.
Define the brief people will read
Pick the cadence and audience: daily founder pulse, Monday revenue brief, Friday client report, monthly board packet. Duet shapes the output to the reader instead of reusing one giant dashboard for everyone.
Pull numbers and compare to baseline
Duet fetches the latest metrics, compares them to last week, last month, forecast, or target, and flags changes that are large enough to matter. Noise stays out of the brief.
Explain what changed
When signups dip, churn spikes, traffic moves, or cash tightens, Duet checks the surrounding events: releases, campaigns, support volume, outages, seasonality. The report says why it probably happened, not just that it happened.
Send the brief where work happens
Email, Slack, Duet channel, Notion, Google Slides, or PDF — Duet posts the finished brief with the supporting links attached. Humans read the summary and click through only when they need detail.
Track follow-up actions
If the report recommends a pricing check, support reply, churn review, or SEO fix, Duet creates the task and follows up next week. Reporting becomes an operating loop, not a static artifact.
This job fits these roles.
Browse the persona axis to see the rest of the work each role hands off — the same job ladders into adjacent ones once Duet knows your business.
Long-tail playbooks that lean on this job.
Common questions about handing this off.
How is this different from a dashboard?
A dashboard waits for you to interpret it. Duet pulls the numbers, explains the change, links the evidence, and recommends the next action. It is an analyst layer a small business can run without adding a full-time analyst.
Can Duet build client-facing reports?
Yes. Duet can create polished client reports with only the metrics each client should see, plus plain-English commentary and next steps. Agencies use this to replace repetitive reporting assembly.
Can it send scheduled reports?
Yes. Reports can run on a daily, weekly, monthly, or custom schedule. You can require approval for external reports while letting internal briefs send under the rules you set.
What formats can it produce?
Email, Slack posts, Duet messages, Notion pages, Markdown, Google Docs, Google Slides, CSV, and PDF are all supported. The same source brief can become multiple formats.
Can it handle messy spreadsheet data?
Yes. Duet can normalize sheets, detect missing columns, reconcile naming mismatches, and flag rows that need cleanup. It will not silently invent clean data where the source is broken.
Who should use AI internal reporting first?
Founders, operators, agencies, and small teams with repeated weekly reporting pain. If someone spends each week making the same report, Duet should own that job.
Hand internal reporting to Duet today.
Start with one connected workflow, then let Duet run the recurring pieces from your workspace.