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Consumer Products · Regional sales team

A Weekly Sales Report That Writes Itself, Checks Itself, and Waits for Approval

How we turned a weekly sales reporting grind of exports, screenshots and redrafting into a short conversation with a Copilot Studio assistant that checks every number and never sends without approval.

Built to cut ~3 hours of weekly reporting to ~30 minutes

Every number checked automatically

Same story and figures as the report he sent by hand

The challenge

Every week, a regional sales manager at a consumer products company went through the same routine: export the data, clean it, screenshot the Power BI dashboard, paste it all into a chat assistant, then rework output that changed from week to week. All of that happened before he could write a word of analysis.

What we did

We built an assistant in Microsoft Copilot Studio that turns the routine into a short conversation:

  1. Start the week. The assistant pulls the week's numbers from Power BI and checks every total.
  2. Review together. It suggests what matters. He keeps, changes or drops each finding, and adds the why.
  3. Approve the drafts. Two drafts wait in his Outlook. Nothing is ever sent for him.
  4. It learns. It gets better every week from his feedback.

The assistant does the legwork. The person decides and sends.

The results

  • Time: built to turn a three-hour weekly job into a half-hour review.
  • Accuracy: compared side by side with the report he actually sent, the assistant found the same story and the same figures.
  • Focus: his time now goes on judgement, not data prep.

In their words

"It's a lot more productive to be able to prompt it and ask questions to get your insights, instead of going back into the file, digging in and pulling up a different one."