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End-to-End Reporting Automation training course

Automate a real reporting workflow using AI tooling from data ingestion to formatted output

JBI training course London UK

"Our tailored course provided a well rounded introduction and also covered some intermediate level topics that we needed to know. Clive gave us some best practice ideas and tips to take away. Fast paced but the instructor never lost any of the delegates"

Brian Leek, Data Analyst, May 2022

Public Courses

06/07/26 - 1 days
£2500 +VAT
17/08/26 - 1 days
£2500 +VAT
28/09/26 - 1 days
£2500 +VAT

Customised Courses

* Train a team
* Tailor content
* Flex dates
From £1200 / day
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JBI training course London UK

  • Map a manual reporting process
  • Connect AI to a live data source
  • Generate narrative from structured data
  • Validate AI content against source data
  • Format output into a report template
  • Schedule automated report delivery
  • Handle data exceptions gracefully
  • Build a human approval step
  • Track and optimise generation costs
  • Document for non-technical handover

Process mapping session:

participants map their own current reporting workflow and mark every step that could realistically be automated

Data connection lab:

pulling live data from Excel, SQL, or a REST API into a Python or Power Query script ready for AI processing

Narrative generation workshop:

prompt patterns that reliably turn tables and numbers into readable, accurate written commentary

 

 

 

 

 

Validation build:

automated checks that flag immediately when AI-generated text contradicts or misrepresents the underlying source data

Template formatting lab:

pushing AI output into a Word or HTML report template with consistent styling and branding applied automatically

Scheduling setup:

configuring the automation to run on a time schedule or trigger using Power Automate or a cron job

 

 

 

 

 

Exception handling workshop:

designing what happens when data is missing, arrives late, contains anomalies, or the model returns an error

Human review step:

building an approval gate in email or Teams so a named person signs off before the report goes to its audience

Cost optimisation:

measuring token usage per report run and trimming prompts to reduce cost without losing output quality

Handover documentation:

writing a plain-language guide so a non-technical owner can monitor and maintain the automation independently

JBI training course London UK

Data and MLOps

 


5 star

4.8 out of 5 average

"Our tailored course provided a well rounded introduction and also covered some intermediate level topics that we needed to know. Clive gave us some best practice ideas and tips to take away. Fast paced but the instructor never lost any of the delegates"

Brian Leek, Data Analyst, May 2022



 

 

JBI training course London UK

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This practical course teaches how to design and build end-to-end AI-powered reporting automation systems.
Participants will start by mapping real-world reporting workflows and identifying opportunities for automation and efficiency gains.
The course covers connecting live data sources such as Excel, SQL, and APIs into processing pipelines for AI-driven analysis.
Learners will build reliable narrative generation systems that turn structured data into accurate, readable business commentary.
Hands-on labs include validation checks, template-based report formatting, scheduling, and integration with tools like Power Automate.
The course also explores exception handling, human-in-the-loop approval workflows, and cost optimisation strategies for AI usage.
By the end of the course, participants will be able to deliver fully automated, governed, and maintainable AI reporting systems.

CONTACT
+44 (0)20 8446 7555

[email protected]

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