Greg Finin

AI + AUTOMATION

AI Report Generator

A personal portfolio demo showing how structured inputs can flow into generated insights and a draft slide-style output.

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Sample Project

This fictional prototype explores an AI-assisted reporting flow: source data enters the system, a processing step extracts patterns, and the output appears as draft slides.

The interface keeps the human review step visible. The goal is to show how generated content can be presented as a draft rather than treated as finished truth.

Portfolio focus: AI interface states, generated-summary layout, reviewable outputs, and transparent source-to-draft flow.

1 2 3

CRM

248 contacts, 12 active deals
$340K pipeline

Data Warehouse

14 months usage data
2.3M events

Support System

47 tickets this quarter
94% resolution rate

Billing

$128K quarterly revenue
3 expansion deals

AI Engine Waiting for data...
Raw Data
account_id: 4821 | mrr: $4,200 | usage_delta: +23% | tickets: 7 | nps: 72
account_id: 4822 | mrr: $1,800 | usage_delta: -12% | tickets: 14 | nps: 34
account_id: 4823 | mrr: $6,100 | usage_delta: +8% | tickets: 2 | nps: 89
account_id: 4824 | mrr: $3,400 | usage_delta: +1% | tickets: 9 | nps: 51
account_id: 4825 | mrr: $2,900 | usage_delta: -5% | tickets: 11 | nps: 42
account_id: 4826 | mrr: $7,200 | usage_delta: +15% | tickets: 3 | nps: 81
AI-Generated Insight
SLIDE 1 OF 4

ARR

$50,400

Contract Start

Mar 2024

Renewal

Mar 2027

CSM

Sarah Chen

SLIDE 2 OF 4

Key Metrics

MRR

$4,200

▲ +12% QoQ

Platform Usage

+23%

▲ driven by new team onboarding

Support Tickets

7

▼ down from 12 last quarter

NPS

72

▲ +8 from last survey

SLIDE 3 OF 4

AI-Generated Insights

Platform usage increased 23%, driven by the onboarding of Apex's new product team in February. This signals strong adoption momentum. OPPORTUNITY
Support tickets dropped from 12 to 7, with faster resolution times. Customer satisfaction is trending positively, with NPS up 8 points to 72. OPPORTUNITY
Apex has not yet adopted the reporting module included in their tier. Activation could drive further usage growth and stickiness. AT RISK
SLIDE 4 OF 4

Recommended Actions

01

Schedule a reporting module walkthrough with Apex's product lead to drive activation.

Owner: Sarah Chen · By: Q2 Week 3

02

Draft a follow-up plan based on the new team's adoption pattern.

Owner: James Park · By: Q2 Week 5

03

Share NPS results with Apex as part of a customer success story pitch.

Owner: Sarah Chen · By: Q2 Week 6

Manual Process

~4 hours / QBR

per customer, per quarter

  • ✕ Pull data from 4 systems
  • ✕ Build slides from scratch
  • ✕ Write summaries by hand
  • ✕ Format and review

With AI Automation

~15 min review

AI does 80% of the work

  • ✓ Data pulled automatically
  • ✓ Slides generated instantly
  • ✓ AI writes first draft
  • ✓ You review and personalize