Set the format
You tell it, in plain conversation, what your report looks like: which sections, in what order, how long. It's saved as a skill, say “Monthly report.”
Reports
AI for business reports: your data, your usual format
The tiring part of the monthly report isn't looking at the numbers. It's typing out the same report again around new ones. Flipa is AI for business reports, made for companies and their teams, not for school papers. You attach the month's spreadsheet and it drafts the report in your company's usual format, sections in their usual order. You bring the data. Flipa doesn't pull it from your accounting or ERP software, doesn't draw charts, and doesn't send anything. There's no automatic monthly report either: you ask, and what you get back is a draft.
The example on this page is an invented frozen-food distributor, Pine Harbor Frozen Foods. One thing to know up front: the app's interface is in Spanish today, though it answers in the language you write in.
How it's done
AI for work reports in four steps, and the first one is one time only
You explain the format once. After that, every month is attach and review.
Attach the spreadsheet
Each month, the spreadsheet goes along with your message. There's room for up to five attachments of 8 MB each.
Flipa writes the draft
It goes through the workbook row by row, up to 3,000 rows per sheet, and writes the report in the format you set. It reads the cells. It doesn't read the charts.
Review and copy
You check the numbers against your spreadsheet, touch up whatever you like, and copy it with one click. You're the one who sends it.
Try it
Change the format once. It holds for every month
On the left is the skill: the report's sections and their order. Move them around or take one out, and watch the report rebuild itself. Then switch months: the data changes, the format stays.
“Monthly report” skillWhich sections it has, and in what order
Attached spreadsheet
You set the format once. Each month, only the spreadsheet changes.
Sales by territory · October
Attached: sales-october.xlsx1. Summary in three lines
- October closed at 11,480 cases, 290 more than September.
- Boston and Providence are up.
- Hartford and Portland are down.
2. This month’s numbers
| Territory | Cases |
|---|---|
| Boston | 4,120 |
| Providence | 3,340 |
| Hartford | 2,870 |
| Portland | 1,150 |
| Sheet total | 11,480 |
3. What changed
- Providence+240
- Boston+140
- Hartford−30
- Portland−60
4. Next step
Check with the Portland sales rep whether the dip is a one-month thing.
Demo with an invented distributor and sample numbers. In Flipa you don’t drag the format around: you explain it in conversation and it’s saved as a skill. The report is a draft, and you check the numbers before you send it.
Which reports
AI for reports, from the partners' monthly update to a meeting recap
Each one can have its own skill, with its own format. Flip the cards.
When something doesn't add up
Dates reach it as numbers: tell it what they are
Spreadsheets store things you can't see. The most common one: the dates in a sheet reach Flipa as numbers. Don't count on it to guess. Tell it what they are, or add a column with the date typed out as text.
- Ask it to put in writing what it took as given, so whoever reads the report can check it.
- It comes up in the back office at every month-end close. We cover that in Flipa for operations.
Monthly report with this spreadsheet. The “Order date” column is dates, all of them in November
Done. That column reaches me as numbers (46327, 46328…), so I've treated every order as a November order, like you said. The report is in the usual format.
What it reads and what it doesn't
Looking for the best AI for business reports? Ask what it read
A report built on half a spreadsheet is worse than no report. Here's what gets in and what stays out.
| What you give it | Does it read it? | Details |
|---|---|---|
| Current spreadsheets (.xlsx) | Yes | Sheet by sheet and row by row, up to 3,000 rows per sheet. |
| CSV and plain text | Yes | As is. |
| PDF and Word (.docx) | Yes | It pulls out the text. If the PDF is a scan, it transcribes it. |
| Slide decks (.pptx) | In testing | Slide by slide, with the speaker notes. |
| Dates in a spreadsheet | Partly | They reach it as numbers. It's best to tell it what they are. |
| Charts and images inside the spreadsheet | No | It reads the cells, not the pictures. |
| Old formats (.xls, .doc, .ppt) | No | It tells you to save them in the current format. |
| Audio or video of a meeting | No | Bring the minutes, in writing. |
And two things it doesn't do with the result: it doesn't draw charts and it doesn't lay out the document. It hands you text with a copy button.
Frequently asked questions
Before you attach your first spreadsheet
Can AI write a report from my company's data?
Yes, if you give it the data. Flipa works with the spreadsheet you attach to your message or with the documents your account's admin has uploaded. It doesn't make up numbers to fill in a section. Even so, it's a draft: check the figures against your spreadsheet before you send it.
Does Flipa make charts?
No. Flipa writes: a summary, numbers in text or in a table, and conclusions. It doesn't read the charts already inside your spreadsheet either; it reads the cells. If the report needs a chart, you add it yourself from your spreadsheet program.
Can I get the report every month without asking for it?
Not as an email that shows up by itself: there's no automatic monthly report. The closest thing to a hands-off AI report generator in Flipa today is scheduling a monthly task. It runs at a fixed time (Spain time, CET), works with what's already uploaded, and leaves its result inside the app, under “What's new.” Each month's new spreadsheet is still yours to bring.
How big a spreadsheet can it read?
Up to 3,000 rows per sheet, in files of up to 8 MB when you attach them to a message. You can attach up to five files at a time. If your sheet runs longer, split it by month or by territory.
Does it work for website traffic reports?
Yes, on one condition. The Google Analytics and Google Search Console connections work, and all they do is look data up, but today our team switches them on: you give us access and we set it up. With that in place, Flipa can tell you which pages get the most visits and what people search for to reach your site.
Keep reading
Next month, the report already has its shape
Bring this month's spreadsheet and last month's report. That's enough to set the format.
Start free