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automation production

Quarterly Summary Generator

Automated executive reporting that turns 2 hours of work into 15 minutes

1,399
Lines of code
100+
Hours saved/year
4
Technologies

Tech Stack

Google Apps ScriptGoogle DocsGoogle SheetsPDF Generation

The Problem

Every quarter, someone spent two hours creating the executive summary:

  • Gathering data from multiple sheets
  • Writing narrative around the numbers
  • Formatting the document
  • Creating the PDF
  • Distributing to stakeholders

Tedious. Repetitive. Error-prone.

The Solution

An automated report generator:

  1. Aggregates quarterly data from source systems
  2. Calculates key metrics and comparisons
  3. Generates narrative using templates
  4. Formats professional executive summary
  5. Distributes to the right people

The Impact

  • 2 hours reduced to 15 minutes
  • Consistent quality every quarter
  • No missed deadlines - runs automatically
  • More time for analysis vs. report assembly

Technical Details

Template-based document generation with dynamic content insertion. The system intelligently handles variance calculations and commentary generation.

Conditional formatting highlights areas that need attention. PDF export with custom styling matches corporate standards.

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