SURREY AI AUTOMATION — REPORTING WORKSHOP OUTLINE
Published October 5, 2026

Suggested topic:
Can your team trust this weekly number?
Four checks before automating a report.

For local business groups, bookkeepers, accountants and IT advisers.
This is an outline to discuss. Format, availability and terms are agreed directly.
No event, partnership, fee, commission or exclusive arrangement is assumed.

AUDIENCE AND QUESTION
Choose one recurring reporting question relevant to the attendees.
Current tool examples may include Excel, Power BI or ERP exports.

FOUR-PART WALKTHROUGH
1. Source and row meaning:
   Identify the reference system, coverage and what one row represents.
2. One definition:
   Agree inclusion rules and use them in the detail and headline.
3. Keys, units and gaps:
   Make missing or unmapped values visible for review.
4. Reconciliation and ownership:
   Check the result and name the refresh and exception owner.

WORKED EXAMPLE
Use the fictional five-row completed-job/invoice follow-up example:
https://surreyaiautomation.online/audit-checklist#worked-example
The example is synthetic; it contains no employer or customer records.

TAKEAWAY
Editable four-check report worksheet:
https://surreyaiautomation.online/assets/report-check-worksheet.txt?v=20261005g10

PREPARE A WORKSHOP DISCUSSION
Group and intended audience:
Question attendees should leave able to answer:
Preferred format and accessibility needs:
Proposed date or availability:
Organizer responsible for approval:
Terms and permitted follow-up:
Notes:

No confidential business data or attendee contact lists are required.
Contact: https://surreyaiautomation.online/contact?brief=workshop
Email: hello@surreyaiautomation.online
Phone: (778) 837-9715