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Automation guide

How to Automate Report Generation with Claude (Anthropic)

Pull data from multiple sources, compute metrics, write narrative analysis, and deliver finished reports on a schedule.

The problem

Weekly and monthly reports take analysts 2-6 hours to compile. Half of that time is data wrangling, not analysis.

The outcome

Reports delivered automatically on schedule. Analysts focus on interpretation, not data collection.

The tool

Claude (Anthropic) — Anthropic's Claude is the leading model for long-context reasoning, coding, and instruction-following.

How it works — step by step

  1. 1

    Scheduled trigger fires (daily, weekly, end-of-month)

  2. 2

    AI queries all relevant data sources (CRM, analytics, finance)

  3. 3

    Metrics computed and narrative sections generated

  4. 4

    Report formatted and delivered via email, Slack, or Notion

About Claude (Anthropic)

Anthropic's Claude is the leading model for long-context reasoning, coding, and instruction-following. Best for complex workflows requiring careful reasoning.

Strengths

  • Long context (200k tokens)
  • Instruction following
  • Code generation
  • Document analysis

Pricing

Per token — claude-3-5-sonnet: $3/$15 per 1M tokens in/out

Documentation ↗

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Want this in production?

Altor builds report generation automation for US B2B companies.

We don't hand off code and disappear. We connect to your live systems, ship to production in 3 weeks, and stay until the system delivers measurable impact. Reports delivered automatically on schedule. Analysts focus on interpretation, not data collection.

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