Run repeatable Agents over approved documents
Turn recurring reviews and reports into controlled Agent runs with source boundaries, human review, generated files, and evidence.
From preparation to delivery
Recurring management reporting
An illustrative walkthrough. Configure the sources, access, and review steps for your team.
Discuss your process →- 01
Define inputs and output
Choose the approved Site, reporting period, variables, and required document or spreadsheet format.
- 02
Set the run controls
Configure model policy, approved tools and connections, and the steps that need Human Approval.
- 03
Generate and check
Run the Agent, inspect citations and generated files, and resolve missing inputs or validation warnings.
- 04
Approve and repeat
Review the deliverable before sharing. Keep its run record and use a schedule or deliberate trigger for the next cycle.
A reviewed management report or workbook, together with its generated files, source usage, steps, and run evidence.
Review the Agent run
See what each step produced and which documents it used.
Prepare the next report without starting over
If you prepare the same report each month, save the steps as an Agent. Give it the new statements, let it compare the figures and draft a summary, then review the files before sharing. Each run keeps its own history.
Start with an example or a description
Describe the report or review in Agent Designer, use Build From Document with a finished example, or edit the steps visually. Set variables for details that change, such as the reporting period. You can start a run yourself, schedule it, or trigger it from a file upload, webhook, or another Agent. Compatible MCP tools can also create and refine Agents.
Give each run an explicit boundary
Choose the approved Sites, files, source connections, permitted models, and tool access before execution. Connections can define read/write modes and tool allowlists. Code steps run in a sandbox; approved model and connector calls follow their configured routes. These controls make the sources and actions of a run inspectable.
Generate files and keep the explanation
Turn analysis into native spreadsheets, documents, presentations, and other supported outputs. Add structured output checks, benchmarks, validation warnings, and Human Approval where the process needs review. Inspect source usage, tool activity, step results, and generated files before distribution. Available evidence exports retain the generated files and verification metadata with the execution.
Set permissions and approval steps
Agent execution can use scoped contracts, approved sources, controlled tools and egress, and Human Approval checkpoints. External connections are deliberate permissions. Generated spreadsheets, documents, and presentations stay connected to the run; supported models determine available file-generation capabilities. Signed evidence exports include generated files, metadata, and hashes.
Check the draft before sharing
Repeatable execution does not guarantee identical or correct AI judgments. Use benchmarks and human checks appropriate to the report or review, especially before a result is shared or used for a consequential decision.
Choose the right collaboration plan
Start with internal AI.
Professional supports one internal seat for document AI and Agents. Choose Team when you also need ongoing access for external collaborators.
Questions about this solution
Can an Agent produce editable files?
Supported models can generate spreadsheets, documents, and presentations. These files stay connected to the run so reviewers can check the generated files against their sources.
Can a run pause for a person’s decision?
Yes. Human Approval checkpoints let a run pause for deliberate review. Configure the checkpoint at the stage where approval is required before work continues.
Related solutions
Approved Site content agents can use for sensitive document-grounded work.
Organization policy, evidence export, verification, access review, and governance activity.
Scheduled imports and monitored external content that can feed Sites, Public Chat, and agents.
Make the next reporting cycle repeatable.
Save the preparation steps, run them with new documents, and keep the draft report and run history together for review.
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