Revenue Analytics Agent
Answers revenue questions in plain English by querying your data warehouse.
Learn more →
Claude Partner NetworkOfficial Anthropic partnerCross-functional · Data & OperationsReports & Spreadsheets Agent
Reads, analyzes and edits spreadsheets in plain English to automate recurring reporting.
In short
What the Reports & Spreadsheets Agent is.
The Reports & Spreadsheets Agent is a Luby AI agent for any department, built for companies in any industry. Reads, analyzes and edits spreadsheets in plain English to automate recurring reporting. It runs at autonomy level 1 (assistant): answers and suggests; doesn't execute anything in your systems.
How it works
From request to result, step by step.
An illustration of how the agent works. In a project, each step is designed around your process and your systems.
Inputs
Google Sheets / Excel
Reports & Spreadsheets Agent
- 1Reads the spreadsheet
- 2Analyzes and calculates
- 3Edits or builds the report
- 4Schedules the recurrence
Guardrails · decision log · approval limits
Human in the loop
Human approvalconfirms every run
Outcomes
Automated reports
Pain points it solves
Where this agent makes a difference.
Automotive Parts Suppliers
Supplier portals
Planners log into a dozen portals to check demand and post ASNs.
Craft Breweries, Wineries & Distilleries
Distributor depletion data
Sell-through data arrives in different formats from every distributor.
Moving & Relocation
Corporate relocation accounts
Corporate clients want status reports nobody has time to build.
Commercial Real Estate Owners & Managers
Investor reporting
Quarterly reports are assembled by hand for each property.
Business outcomes
What changes in your operation.
Outcome
Automated reporting
Outcome
Less manual work
Outcome
Reports that are always current
Where it applies
Industries
All industries
Departments
Any department
Governance
autonomy levels →Level 1 · Assistant. Answers and suggests; doesn't execute anything in your systems.
Every decision is logged with evidence, there are approval limits and the agent can be paused at any time. See also the technical foundation behind the agents.
Related
Agents that work together.
Data Discovery & Quality Agent
Analyzes your datasets and spreadsheets, surfaces questions and insights and points out data gaps.
Learn more →Sales Ops & Alerts Agent
Watches sales events and notifies or triggers your team in Slack or Teams in real time.
Learn more →FAQ
Questions about the Reports & Spreadsheets Agent.
What does the Reports & Spreadsheets Agent do?
Reads, analyzes and edits spreadsheets in plain English to automate recurring reporting. Steps: reads the spreadsheet; analyzes and calculates; edits or builds the report; schedules the recurrence.
Does the Reports & Spreadsheets Agent replace people?
It isn't designed to. It runs at autonomy level 1 (assistant): Answers and suggests; doesn't execute anything in your systems. High-impact decisions stay with your team, with approval limits, an audit trail and an immediate kill switch.
What results does the Reports & Spreadsheets Agent deliver?
Automated reporting; Less manual work; Reports that are always current.
Which industries does the Reports & Spreadsheets Agent apply to?
Companies in any industry, in any department.
Talk to an AI architect
Could the Reports & Spreadsheets Agent work in your company?
Tell us where it would run. An AI architect checks the fit with your process and systems and sends you the top opportunities.
- 1A senior architect, not an SDR30 minutes with someone who has shipped agents to production.
- 2Your top 3 agent opportunitiesRanked by payback, with the systems and approvals each one needs.
- 3No commitmentYou keep the shortlist whether or not you work with Luby.
Thanks! A Luby AI architect will email you to set up the session, usually within one business day.
Companies that trust Luby
