1 reusable report template, free
We build one editable template around a recurring report your agency already delivers.
AI reporting pilot · Applications open
Turn recurring reporting into a review task — not a rebuild.
Upload new data, get a report draft in your existing structure, then review, refine, and deliver.
Free to join · We’ll follow up within 2 business days · No commitment
What your agency gets
One report in. A reusable workflow out.
AI drafts in your existing structure
Upload new Excel or CSV data and generate the next draft without rebuilding the report from scratch.
A clear delivery timeline
We’ll contact you within 2 business days and deliver the template within 5 business days of receiving your files.
No cost or commitment
Review the completed template and decide whether ExcelDashboard AI fits your workflow before making any commitment.
How the pilot works
From one existing report to a reusable AI workflow.
The workflow is deliberately simple. AI prepares the draft; your team remains in control of review and final delivery.
- 1
Apply
Share your work email, agency name, and monthly reporting volume. We’ll follow up within 2 business days.
- 2
Share one recurring report
Provide one report your team already delivers and the raw Excel or CSV data behind it.
- 3
Receive your template
We build one reusable, editable template within 5 business days of receiving your files.
- 4
Review and deliver
Upload new data, review the AI-generated draft, refine it with your team, and deliver the final report.
AI speed, agency control
A faster first draft. Your judgment remains final.
ExcelDashboard AI can accelerate profiling, calculations, charts, and report drafting. It does not replace client context or final review.
Verify metrics against the source data
Approve every insight and recommendation
Edit branding and narrative before delivery
Questions before you apply
Pilot FAQ
What is included in the free pilot?
The pilot includes one reusable, editable report template based on a recurring report your agency already produces, plus AI-generated drafts that follow the same structure.
What do we need to provide?
Send one recurring report and the raw Excel or CSV data behind it. We’ll confirm any additional requirements before work begins.
How long does the pilot take?
We’ll contact you within 2 business days. Once we receive the required files, your first reusable template will be ready within 5 business days.
Does AI send reports directly to our clients?
No. Your agency remains in control. Your team reviews the data, edits the narrative, applies final branding, and approves every client-facing deliverable.
Stop rebuilding your next recurring report.
Start with one existing report and the raw Excel or CSV data behind it.
Start a Free Pilot