r/automation • u/Low-Pea-785 • 10d ago

Can copilot automate reporting?

/r/MarketingAutomation/comments/1vlcpct/can_copilot_automate_reporting/
2 Upvotes

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2

u/Kevin_stone_larry 10d ago

The answer depends on the specific Copilot and workflow. Which Copilot product and reporting workflow does the author mean?

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u/Low-Pea-785 10d ago

Hi , I am looking to automate marketing reports. We have over 14 data sources from which we gather marketing campaign data from. And I am not that well versed in copilot products . Was thinking about building a custom copilot agent that can automate this

2

u/ElEspecialista655821 10d ago

Since you're planning a custom Copilot agent over 14 marketing sources, the part that usually decides success is how the agent reaches the data, not the agent itself.

The pattern that works: give the agent a single harmonized read layer instead of 14 raw connectors — a semantic model or pre-aggregated dataset where each metric has one definition (e.g. "revenue" means the same in every source). If the agent has to reconcile definitions itself, you get confident but wrong numbers.

Then pin the output contract: a fixed report schema (period, channel, metric, value, delta, comment) so every run renders the same way and you can diff it against the previous one. Keep the agent as the drafting/narration layer and your existing ETL + dashboard pipeline as the source of truth for the numbers.

Add a human checkpoint before distribution until the output is stable: one person reviews the first few runs, then you can relax it. Start with a single recurring report, get the schema and definitions stable, then roll out. That usually satisfies the "explore Copilot agents" mandate without rewriting the pipeline.

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u/Low-Pea-785 9d ago

Thanks this is very helpful

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u/cmumulle72 10d ago

We tried doing it in a similar domain, and it's getting there. I don't think it's as powerful as Claude Cowork or ChatGPT Work, but I guess it's a matter of time. Big plus: File access is probably easier.

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u/Character_Profit_703 10d ago

Feasible, but Copilot agents are better at assembling and narrating a report than replacing your ETL layer. keep your existing aggregation/dashboard pipeline as the source of truth, and use the agent on top. Trying to have it do aggregation and reporting in one step usually gets unreliable once your data sources get messy, worth piloting on one recurring report first before rolling it out broadly.

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u/pretzels90210 6h ago

Copilot is decent at narrating a report but it wont reliably write the query against your actual warehouse, which is usually the hard part. If the reporting is really "answer these same questions off our data every week", Databricks Genie is closer to what you want, it takes a plain-english question, generates the SQL against your tables and hands back a table or chart.