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Automated Customer Data Report Builder

Query Supabase/Airtable for cohort data, build a sourced report, and email it to leadership on a schedule.

Best forB2BSaaSServices
Agents13 required
Duration3-6 minutes

An operations recipe that resolves your customer data source, queries a defined cohort read-only, layers in analytics and revenue metrics, and assembles a clean, fully-sourced report. Every figure traces back to its exact table, column, and filter. Nothing is emailed until you approve the staged draft, an idempotency key keeps scheduled re-runs from double-sending a period, and a recipient suppression gate drops any unsubscribed or do-not-contact address before delivery.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Resolve the customer data source (Supabase/Airtable/Sheet) and run the recipient suppression gate before anything is pulled.

crm scanner
01

Resolve cohort scope, reporting period, and requested metric set; pre-fill from memory and confirm.

data analyst
01

Classify the run into a report variant (executive / full detail / segment deep-dive).

triage router
02

Execute the read-only cohort query, join optional analytics, and compute the stable idempotency dedupe key.

data analyst
02

Compute MRR/ARR, expansion/contraction, and net revenue retention from the pulled rows with provenance.

revenue analyst
02

Compute new-vs-churned counts and cohort retention curves from subscription data.

subscription analyst
03

Structure metrics into the report skeleton with period-over-period deltas against the pulled prior period.

report generator
03

Render tables and chart-ready series with underlying data attached.

report formatter
03

Write the narrative 'what changed and why it matters' summary, each claim anchored to a figure.

executive briefing writer
03

Assemble the full staged report document with a source appendix.

document writer
03

Enforce brand voice on the narrative layer.

brand voice agent
04

Stage the email draft to the post-suppression recipient list and the dedupe log-write plan (nothing sent pre-approval).

distributor
04

Prepare the durable Docs/Drive/Notion copy destination (written only on approval).

docs manager
04

Wire the schedule cadence and next fire date with dedupe-guarded re-run behavior.

follow up reminder agent

Required Agents

13
  • crm-scanner
  • data-analyst
  • triage-router
  • revenue-analyst
  • subscription-analyst
  • report-generator
  • report-formatter
  • document-writer
  • executive-briefing-writer
  • brand-voice-agent
  • distributor
  • follow-up-reminder-agent
  • docs-manager

Connections

Required

gmailgoogle-analyticsgoogle-drivesupabase

Optional

gmailoutlookresendnotionslack

What it does

  • Reads cohort data from Supabase, Airtable, or a Google Sheet (read-only)
  • Computes retention, MRR/ARR, NRR, churn, and activation by segment
  • Optional analytics join for product-usage metrics
  • Every figure carries source provenance — table, column, filter, row count
  • Recipient suppression gate before any send
  • Idempotency key prevents double-sending a period on scheduled re-runs
  • One-click email delivery to leadership with a durable Docs/Drive copy
  • Configurable schedule with safe re-run behavior

Example prompt

Every month, pull our enterprise cohort from Supabase, build a retention and revenue report, and email it to the leadership team.

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