Case study · Operations

Monthly Report Automation.

One recurring report, automated end to end

We built a focused tool that replaced a recurring manual spreadsheet report — importing the data, applying the team's own formatting rules, and sending the finished report on a schedule.

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Industry
Operations & productivity
What we built
3 integrated components
Key outcome
1 day → 10 min Monthly report prep

Overview

Giving back a day lost to one spreadsheet.

An operations team produced the same management report every month by hand — exporting data from two tools, pasting it into a spreadsheet, reformatting it, and emailing a PDF to the leadership team.

It worked, but it swallowed the best part of a day, broke whenever a source column moved, and only one person really knew how to do it.

  • A full day of manual copy-paste and reformatting every month
  • Errors whenever a source export changed shape
  • Key-person risk — one person owned the whole process
  • No consistent format or reliably on-time delivery

The goal was deliberately small: automate this one report end to end, and nothing more.

app.cybercube.software
CYBERCUBE monthly report automation workspace — import and validate exports, apply formatting rules, deliver the leadership PDF, and view run history
Monthly report workspace

Experience flow

From raw export to a report in the inbox.

Data in Import or connect Build & format Your rules applied Report out Emailed on schedule
Data is imported from the existing tools, the team's own formatting rules are applied automatically, and the finished report is emailed on a set schedule.

The solution

A single-purpose reporting tool.

We built one focused tool that owns the monthly report from data to delivery — no dashboard to learn, no new system to adopt.

Core components

Three small pieces do one job between them: get the data in, shape it the way the team already does, and send it out on time.

  1. 01

    Data import

    Input

    Imports the monthly exports from the team's existing tools

    Validates the shape so a moved column fails loudly, not silently

    Takes a file upload, or a direct connection where one exists

    Data import — monthly exports from existing tools, structure validation before import, file upload or direct connection
  2. 02

    Report builder

    Logic

    Applies the team's own formatting and calculation rules

    Produces the same clean layout every month

    Flags anything that looks off before the report goes out

    Report builder — team's formatting and calculation rules applied, consistent layout, issues flagged before send
  3. 03

    Scheduled delivery

    Delivery

    Generates the finished PDF automatically

    Emails it to the leadership list on a set schedule

    Keeps every past report in one place

    Scheduled delivery — PDF generated on schedule, emailed to leadership, past reports kept in one archive

Stack used

  • TypeScript
  • Node.js
  • Next.js
  • PostgreSQL
  • Prisma
  • Redis
  • Python
  • Playwright

Implementation approach

Phased delivery.

  1. 01

    Map the existing report

    Sat with the person who runs it and captured every step, rule, and edge case in the current spreadsheet process.

  2. 02

    Build the tool

    Implemented the import, the formatting rules, the PDF output, and scheduled email delivery against a real month of data.

  3. 03

    Validate and hand over

    Ran it alongside the manual process for a cycle, matched the numbers line for line, then switched it on and trained the team.

Results

Outcomes at a glance.

1 day → 10 min Monthly report prep
0 Spreadsheets maintained by hand
100% Reports delivered on schedule
4 wks Kickoff to first automated report
  • One workflow automated
  • Fixed price
  • Delivered in weeks
The monthly operations report used to eat a full day — same spreadsheets, same scramble, and if the one person who knew how it all fit together was out, the report was out. Now it builds itself on the first of the month: same format, on time, every time, and nobody's texting anyone on vacation. When the next report is worth automating, we know exactly how we'll do it.
Vikram Rao, Operations Analyst · Great Lakes Extrusion
  • Removed a full day of manual work from every month
  • Made the report consistent and on time, every time
  • Ended the key-person risk around one critical report
  • Left room to automate the next report the same way, when it's worth it

Impact & outcome

A small build that paid for itself quickly.

We delivered one focused tool that took a recurring, manual report off the team's plate — same numbers, cleaner format, sent on time without anyone touching a spreadsheet.

Not every problem needs a platform. A tightly scoped build that removes one painful, repeated task is often the fastest return a small business can get from custom software.

The first run caught a rounding mismatch the manual version had been quietly carrying for months — the kind of thing that only surfaces once a process is written down.

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