Automated Reporting Agent

Agent Description:

The Automated Reporting Agent provides a complete solution for generating periodic business reports - covering sales, performance, and expenses - by integrating data from SQL databases and external APIs. It automates the entire reporting workflow, including data extraction, analysis, visualization, and delivery. This ensures that decision-makers receive timely, accurate, and insight-rich reports without manual effort.

Purpose and Components
  • Purpose: To automate the collection, analysis, and presentation of business data into structured reports for improved operational visibility and strategic decision-making.
  • Components:

    • SQL and API data connectors for multi-source data extraction.

    • Analytical engine for generating business metrics and insights.

    • Automated reporting module for producing formatted reports.

    • Delivery system for sending reports via email or collaboration tools.

Supported Capabilities

  • Pulling data from SQL databases and third-party APIs.

  • Cleaning, validating, and merging datasets from multiple business sources.

  • Analyzing sales, performance, and expense data to generate insights.

  • Creating visualized reports in PDF, Excel, and HTML formats.

  • Automating report delivery through email, Slack, or dashboards.

  • Scheduling recurring reporting cycles (daily, weekly, or monthly).

  • Maintaining logs and version history for audit and traceability.

LLM Used
  • Google Vertex
    Note: To learn more about the LLM and to modify its behavior, refer to the Configuring LLM settings section.

Sub-Agents

1. Data Collector Agent

  • Role:Gathers data from SQL databases and APIs.
  • Scope:Extract, validate, and consolidate datasets across business domains (sales, performance, expenses).
  • Description: This sub-agent connects to multiple data sources, executes SQL queries, and calls REST APIs to collect raw business data. It standardizes and cleans the data to ensure schema consistency and completeness, making it ready for downstream processing.
  • LLM Used: Default (inherits from parent).
  • Tools used: Query SQL, Info SQL, API GET

2. Report Generator Agent

  • Role:Generates analytical reports and insights from unified data.
  • Scope: Perform calculations, visualizations, and data aggregation to produce structured reports.
  • Description: This sub-agent takes cleaned data and computes KPIs such as revenue growth, cost ratios, and performance metrics. It builds detailed visualizations—charts, tables, and dashboards—formatted into professional report templates (PDF, XLSX, or HTML).
  • LLM Used: Default (inherits from parent).

3. Report Delivery Agent

  • Role:Distributes completed reports to designated stakeholders.
  • Scope: Manage automated report delivery via email, Slack, or dashboards.
  • Description: This sub-agent retrieves generated reports and delivers them to the right recipients on schedule. It supports customized messaging, attachment handling, and logging of delivery confirmations. It also archives distributed reports for future reference and auditing.
  • LLM Used: Default (inherits from parent).
  • Tools used: Email Sender, Slack API, Scheduler
Tools Used:

  • Query SQL Tool: Executes SQL queries for business data extraction.

  • Info SQL Tool: Retrieves metadata and schema information.

  • API GET Tool: Fetches external data from RESTful services.

  • Data Visualization Tool: Builds graphical insights for reports.

  • Email/Slack Delivery Tool: Sends completed reports to recipients.

Note: For details on modifying the Tools, refer Tools Library section.
Agent Workflow Behavior Summary

  1. DataCollectorAgent connects to all data sources, runs SQL/API queries, and prepares a clean dataset.

  2. ReportGeneratorAgent processes this dataset, calculates metrics, and composes structured reports.

  3. ReportDeliveryAgent automatically delivers the finalized reports to recipients and archives copies.

  4. The main agent orchestrates timing, ensures consistency, and logs the entire reporting cycle.

Sample Questions:

  • Generate the latest weekly sales and expense report.

  • Show me performance trends across departments for Q3.