The monthly revenue report is mostly the same work every month. An Orkeste agent reads your revenue table in Airtable, sums the figures by segment, compares them with the previous month and writes the narrative report. It saves the draft to Notion or Google Drive, and finance edits it before it goes to leadership.
The problem
Finance spends two days each month turning the same table into the same report, and the narrative is written in a hurry at the end.
How the workflow runs
Runs: When you start it at month end.
Read the table: The agent reads the revenue records in your Airtable table.
Compare: It sums the figures by segment and compares them with the previous month.
Write the narrative: It explains the main changes and the top movers, in the structure set in its briefing.
Approve: Saving the report waits in Validations.
Save: The report is saved as a Notion page or a file in Google Drive.
Finance edits: Finance checks the figures and edits the report before it is shared.
Finance reviews and edits the draft; the agent never distributes it.
Who does what
Report writer: Turns the table into a written monthly report.
Finance (human): Checks the figures and owns the final version.
What this workflow does not do
Works from the figures in your Airtable table; it does not connect to accounting or BI tools.
Language models can make arithmetic mistakes: check the totals before sharing.
Saves to Notion or Google Drive; it does not edit existing Google Docs.