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WHAT-TO-AUTOMATE6 MIN READ

Decompose a Monthly Report

Decompose a reporting workflow to isolate repeatable steps, exception checks, and human interpretation.

Imani needs to reduce a three-hour monthly customer-health report without losing the judgment that leaders trust. Decompose the workflow, score each step by frequency x time, standardize unstable inputs, and automate only the repeatable middle. Automating the whole report as one blob would either miss important quality checks or pretend the final narrative is a mechanical task. Step 1 List the report components: pull data, clean fields, join accounts, calculate risk, refresh charts, review anomalies, write narrative, send summary. Decomposition changes the question from can we automate the report to which steps have stable inputs and outputs. Step 2 Time…

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