In this webinar, we explored how organizations can streamline their client reporting processes using AI-powered automation. Hosted by Storytell CCO and co-founder Erika Anderson and Dashboard Dudes founder John Le, the session highlighted practical applications of Storytell, demonstrating how it simplifies data analysis, enhances reporting efficiency, and extracts actionable insights from unstructured data.

Here’s a recap of the most valuable insights from the discussion.

The problem: manual reporting is inefficient

John opened with a relatable scenario—how marketing agencies traditionally generate client reports. This process often involves:

• Pulling data manually from various platforms (Google Analytics, Facebook, Google Ads, etc.).
• Transferring data into Excel, updating pivot tables, and generating charts.
• Copying and pasting those charts into PowerPoint decks.
• Writing summaries or manually identifying insights for clients.

This approach is time-consuming and error-prone. A process that takes five minutes per report quickly adds up to 20+ hours per year, time that could be spent on higher-value tasks.

The solution: Automating client reporting with Storytell

John demonstrated how Storytell transforms this workflow, allowing users to:

• Upload multiple data formats (PDFs, PowerPoints, CSVs, and more) directly into Storytell.

• Generate structured insights instantly using AI-powered prompts.

• Compare industry benchmarks by leveraging public data alongside internal company data.
• Create shareable reports that team members and clients can access interactively.

With Storytell’s prompt-based system, users no longer have to manually sift through dashboards and spreadsheets. Instead, they can type queries like:

• “What are my total sales for 2024?”
• “How does my revenue compare to competitors in Illinois?”
• “What are the latest trends in the moving van rental industry?”

Within seconds, Storytell processes the data and provides detailed, structured responses.

A practical demonstration: insights in action

John showcased a live example. He uploaded a dataset related to rental van sales. He then ran a series of prompts to:

1. Compare revenue against industry benchmarks.
2. Analyze trends in cost-per-click (CPC) for paid search campaigns.
3. Generate blog post ideas based on emerging industry trends.

The output was clear, context-rich insights, replacing vague data points like “Your ad impressions increased by 10%” with more actionable insights, such as “Your cost per click is 30% lower than industry averages, indicating an opportunity to scale ads at a lower cost.”

The power of data sharing & collaboration

Another key feature highlighted was Storytell’s shared Collections. Instead of sending static reports via email, users can:

• Share AI-generated insights directly within Storytell.
• Collaborate with team members or clients in real time.
• Allow clients to interact with the data instead of relying on static reports.

This eliminates version control issues and ensures that insights remain dynamic and actionable.

Storytell’s AI flexibility: public vs. private data

John also emphasized Storytell’s ability to toggle between public and private datasets. Users can choose to:

• Work solely with their internal company data.
• Leverage both internal data and external sources.
• Use only publicly available information for broader industry analysis.

This flexibility ensures that AI-driven insights are tailored to the specific needs of each organization.

Beyond efficiency: building humane technology

Storytell is committed to humane technology. As AI adoption grows, there is increasing concern about transparency and ethical implementation. Storytell is designed to:

• Help teams use AI responsibly to enhance—not replace—human decision-making.
• Empower users to extract insights while maintaining data privacy and integrity.
• Foster awareness about ethical AI applications through workshops and discussions.

The webinar underscored how AI can radically simplify client reporting while improving insight quality. Instead of spending hours gathering data, updating spreadsheets, and writing reports, teams can now: 

✔ Ask precise questions and get instant answers. 

✔ Automate repetitive reporting tasks to save time. 

✔ Make data-driven decisions more effectively. 

✔ Share findings seamlessly across teams and clients.

If you missed the live session or want to explore Storytell’s capabilities further, you can sign up for free at Storytell.ai.