AI Excel Report Generation Agent
Your weekly reports, built automatically
Your weekly reports, built automatically
Delegate your entire reporting process to a specialized AI agent. It automatically pulls your raw data, creates the necessary summaries and pivot tables, generates charts, and populates your official, branded Excel report template, delivering it on schedule, every time.
Why V7 Go
Why V7 Go
End-to-End Report Automation
Handles the entire reporting lifecycle: pulling raw data from source systems, cleaning and validating it, creating summaries and charts, and populating your final template.
End-to-End Report Automation
Handles the entire reporting lifecycle: pulling raw data from source systems, cleaning and validating it, creating summaries and charts, and populating your final template.
End-to-End Report Automation
Handles the entire reporting lifecycle: pulling raw data from source systems, cleaning and validating it, creating summaries and charts, and populating your final template.
Works with Your Templates
Uses your company's existing, branded Excel and PowerPoint report templates as the final output, ensuring every automated report is consistent and professional.
Works with Your Templates
Uses your company's existing, branded Excel and PowerPoint report templates as the final output, ensuring every automated report is consistent and professional.
Works with Your Templates
Uses your company's existing, branded Excel and PowerPoint report templates as the final output, ensuring every automated report is consistent and professional.
Scheduled & On-Demand
Set your reports to run on a recurring schedule (e.g., every Monday at 8 AM) for consistent monitoring, or trigger them on-demand to get the latest insights whenever you need them.
Scheduled & On-Demand
Set your reports to run on a recurring schedule (e.g., every Monday at 8 AM) for consistent monitoring, or trigger them on-demand to get the latest insights whenever you need them.
Scheduled & On-Demand
Set your reports to run on a recurring schedule (e.g., every Monday at 8 AM) for consistent monitoring, or trigger them on-demand to get the latest insights whenever you need them.
Multi-Source Data Consolidation
Builds reports that synthesize data from multiple sources, such as pulling sales data from Salesforce and financial data from NetSuite into a single, cohesive Excel dashboard.
Multi-Source Data Consolidation
Builds reports that synthesize data from multiple sources, such as pulling sales data from Salesforce and financial data from NetSuite into a single, cohesive Excel dashboard.
Multi-Source Data Consolidation
Builds reports that synthesize data from multiple sources, such as pulling sales data from Salesforce and financial data from NetSuite into a single, cohesive Excel dashboard.
Narrative Summary Generation
Goes beyond just numbers. The agent can analyze the data and generate a plain English executive summary of the key trends and findings for your report.
Narrative Summary Generation
Goes beyond just numbers. The agent can analyze the data and generate a plain English executive summary of the key trends and findings for your report.
Narrative Summary Generation
Goes beyond just numbers. The agent can analyze the data and generate a plain English executive summary of the key trends and findings for your report.
Automated Distribution
Completes the last mile by automatically distributing the final report to your stakeholders via email, Slack, or by saving it to a shared SharePoint folder.
Automated Distribution
Completes the last mile by automatically distributing the final report to your stakeholders via email, Slack, or by saving it to a shared SharePoint folder.
Automated Distribution
Completes the last mile by automatically distributing the final report to your stakeholders via email, Slack, or by saving it to a shared SharePoint folder.
Why V7 Go
Takes raw data from any source
To generate a perfect, presentation-ready report.
Workflow
Workflow
Import your files
Microsoft Excel
,
Snowflake
,
Tableau
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
4-8 hours per report
4-8 hours per report
With V7 Go agents
5 minutes (scheduled)
5 minutes (scheduled)
Average time saved
98%
98%
V7 Go
V7 Go
V7 Go
V7 Go
The end of the weekly reporting fire drill.
Automate your entire reporting cycle.
Remember the last time you hated building your weekly report? That repetitive, manual process of exporting data, creating summaries, and formatting charts is a universal productivity killer. Teams across your organization spend hours every week on the same cycle of low-value work, taking them away from the strategic analysis they were hired for. You chose your career to have impact, not to copy and paste into spreadsheets. It's time to delegate that work to V7 Go and make that the last repetitive report you ever build by hand.
FP&A, Sales Ops, & Marketing Ops
Automate your most time-consuming weekly and monthly tasks. Let the agent build your standard reports so you can spend your time analyzing the data and providing strategic insights.
FP&A, Sales Ops, & Marketing Ops
Automate your most time-consuming weekly and monthly tasks. Let the agent build your standard reports so you can spend your time analyzing the data and providing strategic insights.
FP&A, Sales Ops, & Marketing Ops
Automate your most time-consuming weekly and monthly tasks. Let the agent build your standard reports so you can spend your time analyzing the data and providing strategic insights.
FP&A, Sales Ops, & Marketing Ops
Automate your most time-consuming weekly and monthly tasks. Let the agent build your standard reports so you can spend your time analyzing the data and providing strategic insights.
Business Leaders & Department Heads
Get the data you need, when you need it, in the format you expect. Empower your team with a system that delivers consistent, reliable, and timely reports to drive better decision-making.
Business Leaders & Department Heads
Get the data you need, when you need it, in the format you expect. Empower your team with a system that delivers consistent, reliable, and timely reports to drive better decision-making.
Business Leaders & Department Heads
Get the data you need, when you need it, in the format you expect. Empower your team with a system that delivers consistent, reliable, and timely reports to drive better decision-making.
Business Leaders & Department Heads
Get the data you need, when you need it, in the format you expect. Empower your team with a system that delivers consistent, reliable, and timely reports to drive better decision-making.
More automations
Other automations
Transform your business
with other AI Agents
More agents
More agents
Business
AI RFI Response Generation Agent
Accelerate your sales cycle by automating RFI responses. This V7 Go agent uses your internal knowledge base to instantly draft accurate answers to prospect questionnaires.
RFI Automation
Automated Response Generation
Sales Cycle Acceleration
Business
AI RFI Response Generation Agent
Accelerate your sales cycle by automating RFI responses. This V7 Go agent uses your internal knowledge base to instantly draft accurate answers to prospect questionnaires.
RFI Automation
Automated Response Generation
Sales Cycle Acceleration
Business
AI RFI Response Generation Agent
Accelerate your sales cycle by automating RFI responses. This V7 Go agent uses your internal knowledge base to instantly draft accurate answers to prospect questionnaires.
RFI Automation
Automated Response Generation
Sales Cycle Acceleration
Business
AI RFI Response Generation Agent
Accelerate your sales cycle by automating RFI responses. This V7 Go agent uses your internal knowledge base to instantly draft accurate answers to prospect questionnaires.
RFI Automation
Automated Response Generation
Sales Cycle Acceleration
Business
AI Risk Report Analysis Agent
Automate the analysis and consolidation of all your internal risk reports. This V7 Go agent reads audit, compliance, and incident reports to create a unified risk summary.
Risk Report Consolidation
Automated Risk Summarization
Enterprise Risk Management
Business
AI Risk Report Analysis Agent
Automate the analysis and consolidation of all your internal risk reports. This V7 Go agent reads audit, compliance, and incident reports to create a unified risk summary.
Risk Report Consolidation
Automated Risk Summarization
Enterprise Risk Management
Business
AI Risk Report Analysis Agent
Automate the analysis and consolidation of all your internal risk reports. This V7 Go agent reads audit, compliance, and incident reports to create a unified risk summary.
Risk Report Consolidation
Automated Risk Summarization
Enterprise Risk Management
Business
AI Risk Report Analysis Agent
Automate the analysis and consolidation of all your internal risk reports. This V7 Go agent reads audit, compliance, and incident reports to create a unified risk summary.
Risk Report Consolidation
Automated Risk Summarization
Enterprise Risk Management
Welcome Go
Welcome Go
Welcome Go
Welcome Go
Your weekly reports, built automatically
Your weekly reports, built automatically
Your weekly reports, built automatically
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
FAQ
FAQ
FAQ
FAQ
Have questions?
Find answers.
How does the agent know how to build our specific report?
You define the process once in a V7 Go workflow. This involves chaining agents together: an agent to pull data, an agent to create pivot tables, an agent to generate charts, and an agent to populate your template. Our team helps you build this workflow.
+
How does the agent know how to build our specific report?
You define the process once in a V7 Go workflow. This involves chaining agents together: an agent to pull data, an agent to create pivot tables, an agent to generate charts, and an agent to populate your template. Our team helps you build this workflow.
+
How does the agent know how to build our specific report?
You define the process once in a V7 Go workflow. This involves chaining agents together: an agent to pull data, an agent to create pivot tables, an agent to generate charts, and an agent to populate your template. Our team helps you build this workflow.
+
How does the agent know how to build our specific report?
You define the process once in a V7 Go workflow. This involves chaining agents together: an agent to pull data, an agent to create pivot tables, an agent to generate charts, and an agent to populate your template. Our team helps you build this workflow.
+
Can it handle our highly customized, multi-tab Excel report template?
Yes, this is a core strength. The final step of the workflow uses an agent specifically designed to populate your existing, complex Excel templates, preserving all your branding, formatting, and formulas.
+
Can it handle our highly customized, multi-tab Excel report template?
Yes, this is a core strength. The final step of the workflow uses an agent specifically designed to populate your existing, complex Excel templates, preserving all your branding, formatting, and formulas.
+
Can it handle our highly customized, multi-tab Excel report template?
Yes, this is a core strength. The final step of the workflow uses an agent specifically designed to populate your existing, complex Excel templates, preserving all your branding, formatting, and formulas.
+
Can it handle our highly customized, multi-tab Excel report template?
Yes, this is a core strength. The final step of the workflow uses an agent specifically designed to populate your existing, complex Excel templates, preserving all your branding, formatting, and formulas.
+
Where does it pull the raw data from?
It can pull data from almost anywhere: direct connections to databases like Snowflake, API integrations with systems like Salesforce, or by processing raw data exports in formats like CSV and Excel.
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Where does it pull the raw data from?
It can pull data from almost anywhere: direct connections to databases like Snowflake, API integrations with systems like Salesforce, or by processing raw data exports in formats like CSV and Excel.
+
Where does it pull the raw data from?
It can pull data from almost anywhere: direct connections to databases like Snowflake, API integrations with systems like Salesforce, or by processing raw data exports in formats like CSV and Excel.
+
Where does it pull the raw data from?
It can pull data from almost anywhere: direct connections to databases like Snowflake, API integrations with systems like Salesforce, or by processing raw data exports in formats like CSV and Excel.
+
Is the final report a static file, or can it be interactive?
The final output is a native Excel file. This means that all the charts, tables, and pivot tables generated by the agent are fully interactive and editable, just as if you had built them yourself.
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Is the final report a static file, or can it be interactive?
The final output is a native Excel file. This means that all the charts, tables, and pivot tables generated by the agent are fully interactive and editable, just as if you had built them yourself.
+
Is the final report a static file, or can it be interactive?
The final output is a native Excel file. This means that all the charts, tables, and pivot tables generated by the agent are fully interactive and editable, just as if you had built them yourself.
+
Is the final report a static file, or can it be interactive?
The final output is a native Excel file. This means that all the charts, tables, and pivot tables generated by the agent are fully interactive and editable, just as if you had built them yourself.
+
Can we review the report before it gets sent out?
Absolutely. A standard workflow includes a human-in-the-loop review step. The agent generates the draft report and then pauses, sending a notification to your team for a final quality check and approval before distribution.
+
Can we review the report before it gets sent out?
Absolutely. A standard workflow includes a human-in-the-loop review step. The agent generates the draft report and then pauses, sending a notification to your team for a final quality check and approval before distribution.
+
Can we review the report before it gets sent out?
Absolutely. A standard workflow includes a human-in-the-loop review step. The agent generates the draft report and then pauses, sending a notification to your team for a final quality check and approval before distribution.
+
Can we review the report before it gets sent out?
Absolutely. A standard workflow includes a human-in-the-loop review step. The agent generates the draft report and then pauses, sending a notification to your team for a final quality check and approval before distribution.
+
What's the difference between this and just using a BI tool like Tableau?
BI dashboards are excellent for interactive data exploration. This agent is designed for creating the structured, formatted, and narrative-driven reports that are still a critical part of business communication, and delivering them in the tool everyone uses: Excel.
+
What's the difference between this and just using a BI tool like Tableau?
BI dashboards are excellent for interactive data exploration. This agent is designed for creating the structured, formatted, and narrative-driven reports that are still a critical part of business communication, and delivering them in the tool everyone uses: Excel.
+
What's the difference between this and just using a BI tool like Tableau?
BI dashboards are excellent for interactive data exploration. This agent is designed for creating the structured, formatted, and narrative-driven reports that are still a critical part of business communication, and delivering them in the tool everyone uses: Excel.
+
What's the difference between this and just using a BI tool like Tableau?
BI dashboards are excellent for interactive data exploration. This agent is designed for creating the structured, formatted, and narrative-driven reports that are still a critical part of business communication, and delivering them in the tool everyone uses: Excel.
+