How To Automate Report Writing In Microsoft Word

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As marketers in 2020, there's one major thing that we have in common: We're driven by information. No matter whether we're copywriters, social networks managers, videographers, or web designers, information is crucial to helping us determine which projects are effective, which methods might need more of a spending plan, and which tactics we require to leave.

Even if you have an analytics software application that tracks a project's traffic, engagements, ROI, and other KPIs, you'll likely still need to take some time to arrange these numbers, examine them, and create a reasonable way to report on your projects to your group or clients. In the past, marketing firms and agencies charged full-timers with reporting-related duties. automated report writing.

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This is a problem that my Cleveland-based marketing firm, PR 20/20, faced a few years earlier. As part of our procedure, we produce monthly performance reports for each of our customers. When we produce them, we pull the data from HubSpot and Google Analytics. Then, we write a report to explain the information to our colleagues, clients, and project stakeholders.

However, although they were helping our clients, producing them was holding our group back. While our clients discovered the reports important, the process of pulling the data, analyzing it, and preparing the reports easily took 5 hours per client, monthly. This took our marketers far from tasks that could have been efficient in the long run, such as conceptualizing new ideas and techniques that might visibly assist their customers.

How Ai Tools Dropped One Agency's Reporting Time By 97%

Whenever you're attempting to explore or implement a brand-new strategy, you'll want to research the subject thoroughly. For example, you'll desire to recognize your budget and then check out software application that suits it. You'll likewise wish to determine the advantages and disadvantages of any software application you think about. This will assist you better familiarize yourself with the world of AI and which tools can in fact help you.

Prior to deciding that we wanted to streamline our reporting strategy, we 'd been researching AI through resources at our Marketing AI Institute. The Institute is a media company that aims to make AI more approachable for marketers. generate reports. Because we released the company, we've published more than 400 articles on AI in marketing.

2 billion. After learning more about how AI had currently streamlined dozens of marketing-related processes, we chose to check out how automation and expert system could assist us with our customers at PR 20/20. We became obsessed with how smarter technology might increase income and reduce costs. At the same time, we discovered natural language generation (NLG) innovation that wrote plain English instantly.

You have actually encountered NLG anytime you've utilized Gmail's Smart Compose function. Or, when you hear Amazon's Alexa react to your voice inquiries. As soon as we discovered a potentially handy NLG software application, we chose to run an experiment to see if the AI innovation could partly or completely automate our performance report writing process.

Automated Reporting - Point & Click Report Automation Software

Now, the next action is to search for software application that works for your business. Here are a couple of things you'll require to think about: You'll want to think about the cost of any of the software application's memberships or charges, in addition to the expense to implement it. For instance, you may need to contract or work with an engineer to prepare your information and take any steps to make sure the software works efficiently.

Make certain to understand what you'll need to do if something isn't working properly so you do not incur any emergency costs. As an online marketer, you will not desire to rely on a full-time engineer to use AI software application to run your reports. You'll want to look for software application that your less tech-savvy employee can ultimately get trained on and find out. automatic reporting.

As you select out software application, you'll also want to locate case studies, evaluations, or user reviews that explain how a business utilized the software to run reports or complete a similar activity. This will give you a concept of if the product you're thinking about has a great track record or trustworthiness in the AI software market.

Here are 2 highly-regarded examples: Domo is a data visualization and reporting tool that incorporates with significant information and analytics platforms consisting of Google Analytics. As soon as you link these platforms, you can utilize a control panel to set up and produce information visualizations or reports for your clients. These visualizations include pie charts, other charts, and word clouds.

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The platform provides guides on how to produce datasets or spreadsheets that its algorithms will recognize as well as a drag and drop guide which asks you to submit particular information such as "Regular monthly Spending plan." Here's a quick demonstration that shows Domo in action: This reporting software application permits you to generate reports or reporting dashboards that your group and customers can edit and cross-collaborate on.

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Aside from data visualizations, you can also add boxes to your control panels that show you scorecards that keep in mind whether you're striking your objectives or not, along with filters that assist you drill down on particular elements of your job. Here's a demo discussing how small companies such as nonprofits can gain from the software application's control panel reporting features: Despite which item you pick, you'll likely require to prepare your data in a way that your software's robotic or algorithm might quickly acknowledge and analyze - real time reports.