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SCENARIO 14·Sales·Content Generation

At the start of each month, the sales team must reorganize last month's sales figures into a report

At the start of each month, the sales team must prepare a report using the previous month's sales figures. They must export the data, create the tables, and write the explanations before submitting the report to the sales manager and management.

The numbers are already in the system. The work lies in organizing them and writing the report. The sales team must use a fixed format, compare results with the previous period, and explain the reasons for growth or shortfalls. The format is the same every month, but the explanations must be rewritten each time. This delays other work at the start of the month.

At a glance

How it was done

  1. Export the previous month's sales data
  2. Create tables and calculate period changes
  3. Explain growth or shortfalls
  4. Send after manager review

Where it gets stuck

The format is the same every month, but the explanations must be rewritten each time. The report is due at the start of the month, so data issues such as returns and duplicate exports are easy to miss. If a number is wrong, the explanations that follow will also be wrong.

With an AI Agent

  1. Export the previous month's sales data
  2. Create tables and calculate period changes
  3. Explain growth or shortfalls
  4. Send after manager reviewHuman approval

The AI Agent organizes the numbers and drafts the report in the example format. All totals and comparisons can be traced to the details for verification. The sales manager determines the reasons for growth or shortfalls and verifies the facts before the report is sent.

01

How it was done

  1. 01Export the previous month's sales data from the system
  2. 02Organize the data into report tables and calculate changes from the previous period
  3. 03Write explanations for growth or shortfalls
  4. 04Send the report after the sales manager reviews it
業績明細_2026-09.xlsxExcel
A1Shipment Date
Shipment DateOrder No.CustomerProduct LineAmount (Excluding Tax)Sales Notes
2026/08/31SO-2608-118Example MoldsLubricating Oil28,000
2026/09/01SO-2609-001Example Precision EngineeringCutting Fluid93,000Month 2 of annual contract
2026/09/08SO-2609-006Example ElectricHydraulic Oil52,000
2026/09/15SO-2609-012Example Electric Co., Ltd.Hydraulic Oil40,000
2026/09/16SO-2609-014Example PlasticsHydraulic Oil46,000
2026/09/16SO-2609-014Example PlasticsHydraulic Oil46,000
2026/09/17SO-2609-015Example AutomotiveCutting Fluid35,000First order from new customer
2026/09/18SO-2609-016Example Food MachineryLubricating Oil35,000
2026/09/23SR-2609-001Example Auto PartsCutting Fluid-21,000Return: damaged packaging
2026/09/30SO-2609-024Example Auto PartsCutting Fluid71,000
Sales Details100%
業務月報_2026-08.pdf1 / 1
Example Industrial Materials
Sales Report August 2026
Date
2026-09-02
Prepared By
Sales Department
Data Source
System sales details, 8/1–8/31, excluding tax
Product LineAugustJulyChange
Cutting Fluid468,000440,000+6.4%
Lubricating Oil352,000350,000+0.6%
Hydraulic Oil200,000190,000+5.3%
Sales This Month
1,020,000
Target
1,000,000
Achievement Rate
102.0%
Prepared byApproved byApproved
1 / 1
Illustration only. The system export contains shipments from the previous month, duplicate order exports, and returns. The same customer also appears under two names. Most records have no sales notes, so the sales team must provide the explanations in the report. The August report on the right is the format example. The same sections and tables must be used every month.
02

With an AI Agent

  1. 01
    What it doesOrganize the month's sales figures
    Standard appliedInclude shipments with shipment dates in the current month. Count duplicate orders only once. Deduct returns from the original product line and salesperson. Combine different names for the same customer and list them for confirmation
    OutputValid sales details
  2. 02
    What it doesCalculate totals and comparisons
    Standard appliedCalculate total sales, product-line results, salesperson results, the top five customers, and the achievement rate according to the rules. Every number must be traceable to the details for verification. Use the previous month's report for period comparisons. Round percentages to one decimal place
    OutputFigures for the monthly report
  3. 03
    What it doesDraft the report in the example format
    Standard appliedUse the same sections and table fields as the previous month's report. In the explanations, include only facts from the sales notes and cite their sources. If growth or decline exceeds 10% and the notes do not state a reason, write "Reason to be provided by the sales manager"
    OutputMonthly report draft with a confirmation list at the end
  4. 04
    What it doesSend the draft to the sales manager for review
    Standard appliedLeave next month's target blank. Do not infer reasons for the sales manager
    OutputSend the report only after the sales manager adds their judgment and verifies the facts
Human approval
Step 4 remains with the sales manager. The AI Agent produces a draft. The sales manager must determine the reasons for growth or shortfalls, and the report is sent only after the facts are verified.
Platform modules used
Skills, Routines, Integrations

For content generation tasks, we recommend providing existing examples, a terminology list, prohibited wording, and clear review responsibility. The deliverable should be treated as a draft. At client sites, the most common failures occur when users provide only a vague instruction or skip fact-checking to save time. For the numbers in the report, follow the data interpretation process: every number must be traceable to the system details for verification.

Screenshots show the Traditional Chinese interface.

01Upload Sales Details and the Previous Report

EgentWrX conversation screen: A staff member uploads the system-exported September sales details and the August report. The instructions specify using the shipment date, counting duplicates only once, deducting returns, calculating all totals and percentages under the same rules, and including only facts found in the sales notes.
  1. 1Upload the system-exported September sales details and the previous month's report.
  2. 2Use the shipment date, count duplicate orders only once, and deduct returns.
  3. 3Calculate all totals and percentages under the same rules.
  4. 4Include only facts from the sales notes. Mark entries without a stated reason as "To be provided."

02Execution Process

EgentWrX execution screen: The AI Agent first reads the August report and reuses its format. It then analyzes the details, calculates percentage changes and the achievement rate, and writes them into the September report draft. Key figures appear below.
  1. 1Read the August report first and reuse the same format.
  2. 2Analyze the details, calculate percentage changes and the achievement rate, and write them into the September report draft.
  3. 3Key figures: sales, achievement rate, and changes by product line and salesperson.

03Key Figures and Processing

EgentWrX results screen: The key figures and processing methods for the September report draft. It lists excluded orders, deductions for returns, and combined customer records. Changes without a reason in the notes are marked "Reason to be provided by the sales manager." The report draft file is attached.
  1. 1September sales were 1,169,000 yuan, with an achievement rate of 106.3%, up 14.6% from August.
  2. 2Exclude shipments from late August and duplicate orders. Deduct returns from the original product line and salesperson.
  3. 3For changes without a reason in the notes, mark "Reason to be provided by the sales manager."
  4. 4List items requiring confirmation at the end of the draft for the sales manager to review.
03

Numbers

Estimated monthly savings of 2 to 8 hours

2–8hoursEstimated monthly savings for sales report preparation

Source: An unnamed automotive parts manufacturer advised by us

04

FAQ

Can we trust the numbers in the report?
Each item can be verified. Every total and percentage can be traced to the details exported from the system. The AI Agent turns the numbers into written explanations, but the sales manager must still verify the facts before sending the report. If a number is in question, check it against the system data.
Can it use our existing report format?
Yes. Organize your existing report examples, formats, and standard terminology into Skills. The AI Agent will then use the same setup every month. The format will remain consistent when responsibility changes, and new staff members can continue using it when they take over the report.
Can we use the AI Agent's explanation of the reasons without review?
We do not recommend it. The AI Agent can identify changes in the numbers, but the sales manager, who understands the customers and market, must determine the actual reasons for growth or shortfalls. The draft saves time on organization and writing, but people remain responsible for judgment.

Where to go next

30 minutes to map out which work to hand to AI first

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