Operational Intelligence Brief
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Weekly Operational Intelligence Brief for marketing / growth agencies — selective freelance automation built with the same production data-engineering discipline used in operational metocean systems.
Problem
Account teams pull Ads exports, CRM CSVs, and a client ops sheet, then rebuild the same weekly status pack by hand. Anomalies often surface only after the update was already sent.
Outcome
A repeatable workflow that:
- Ingests multi-source files into one readiness check
- Flags anomalies (high CPA, zero conversions, low NPS, task backlog)
- Writes a short narrative brief with suggested actions
- Leaves an Excel/PDF audit trail and prepares email/Slack delivery
Transferable skills from production DE work: ingest, QC, orchestration mindset, anomaly rules, and reliable delivery — not another dashboard login.
Approach
- Ingest Ads + CRM + client sheet
- Clean nulls / duplicates
- Flag anomalies against simple, editable rules
- Generate narrative brief + suggested actions
- Export Excel/PDF and prepare channel delivery
Stack
Python · Pandas · Streamlit · Plotly · openpyxl · fpdf2
Local demo
If you have the companion demo repo locally:
cd demo-automated-reporting
source .venv/bin/activate
streamlit run app.py
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