The assumed starting point
In this scenario, a growing SME assembles its monthly report from several data exports. Different reporting periods, definitions and missing values must first be reconciled. Useful commentary becomes possible only after that.
How the workflow could work
A possible workflow separates data validation from narrative drafting. Fixed rules check completeness and calculations; AI then drafts commentary on validated figures. Statements remain linked to the underlying reporting period and dataset.
The intended result
The aim is a draft report with traceable figures and an explicit list of outstanding data questions. Management reviews interpretation and approval. The pilot measures the full processing time and required data corrections, rather than drafting speed alone.
What the pilot must verify
Zero, missing and not applicable remain distinct. New data must not overwrite an approved report. Persuasive wording must not conceal missing or conflicting data.
