Operational Intelligence Brief

On this page
  1. Problem
  2. Outcome
  3. Approach
  4. Stack
  5. Local demo

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

  1. Ingest Ads + CRM + client sheet
  2. Clean nulls / duplicates
  3. Flag anomalies against simple, editable rules
  4. Generate narrative brief + suggested actions
  5. 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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