1 customized reporting template, free
Your existing report gives us a concrete starting point for understanding the structure, KPIs, charts, and narrative your team already uses.
Free customized template · Limited availability
Turn one real client report into a reusable AI workflow.
Start with one report your team already uses. Add the source data in the next step if you want us to test the full workflow—or skip it for now.
For agencies, consultants, and reporting teams · One free template per organization
What your agency gets
One real report is all you need to get started.
Source data is optional to start
Add the Excel or CSV behind the report if you want us to evaluate the full automation workflow—or skip it and submit the report alone.
Delivered to your work account
We create an account for your company email, place the customized template inside it, and email you when it is ready.
Free credits to test the workflow
Use the included credits to generate report drafts and decide whether the workflow should be expanded across your agency or team.
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
Share one real report
Submit a PPT, PPTX, or PDF report your team already uses. This is the only file required to get started.
- 2
Add source data—or skip
Optionally upload the Excel or CSV behind the report so we can evaluate calculations, charts, and repeatable steps.
- 3
Open it in your account
Within 5 business days, we place the customized template in an account created for your work email and send you a secure activation link.
- 4
Generate and evaluate
Use the included free credits with new data, review the draft, and decide whether to expand the workflow across your agency.
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 a review of one recurring report and, when source data is provided, an evaluation of the full reporting workflow. It also includes free credits to generate and test report drafts. One free template is available per organization.
What do we need to provide?
Start with one completed PPT, PPTX, or PDF report. Source data is optional: you can add the Excel or CSV behind it in the next step or skip it for now. You may anonymize sensitive information before uploading.
How long does the pilot take?
We review every submitted report first. When enough source data and calculation detail are available to build the full template, the target turnaround is within 5 business days after the files are confirmed.
Do I need an existing team account?
No. One person can submit on behalf of an agency or reporting team. We create an account for your work email and place the completed template inside it.
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.
Upload one PPT, PPTX, or PDF report now. Add its Excel or CSV source data in the optional second step if you’re ready.
Get My Free Template