1 customized reporting template, free
We rebuild one recurring report as a reusable template mapped to the structure of your real source data.
Free customized template · Limited availability
Turn one real client report into a reusable AI workflow.
Share a completed PPT report and the Excel or CSV source data behind it. We’ll build a customized template and place it in your work account within 5 business days.
For agencies, consultants, and reporting teams · One free template per organization
What your agency gets
Your report and source data in. A working template out.
Built from your PPT and source data
Your completed report shows us the desired output. The Excel or CSV behind it lets us map fields, calculations, charts, and repeatable steps.
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
Provide a completed PPT or PPTX report and the Excel or CSV source data used to create it.
- 2
We build your template
After confirming the files are complete, we map the report structure, calculations, charts, and repeatable workflow.
- 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 one customized, reusable reporting template based on a recurring PPT report and its source data, plus free credits to generate and test report drafts. One free template is available per organization.
What do we need to provide?
Provide one completed PPT or PPTX report and the Excel or CSV source data behind it. You may remove client names and unnecessary confidential information, but keep field names and data structure unchanged where possible.
How long does the pilot take?
Your customized template will be ready within 5 business days after we confirm that the report, source data, and required calculation details are complete.
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.
Share one completed PPT report and its Excel or CSV source data. We’ll place the customized template directly in your work account.
Get My Free Template