AI-powered Analysis of Daily Reports to Provide Accurate Advice

AI analyzes and summarizes daily reports, highlighting issues and helping managers give timely feedback.

1. Issue: Insufficient feedback

In the marketing department, employees submit daily reports to share their work progress and any issues they encounter. The daily report submission process begins when employees input and submit their report.

Managers can get a timely understanding of their subordinates’ work status and quickly detect any delays in progress or signs of problems so they can take prompt action.

However, busy managers were concerned that they were not able to provide accurate feedback. Due to time constraints, it was difficult for them to read daily reports in depth, and they were concerned that there was a risk of overlooking potential problems, especially in areas where the expressions were unclear.

2. Solution: Use AI to analyze the problem

The manager and process owner addressed the issue by enhancing the workflow. The improvement included incorporating an AI to summarize and analyze daily reports.

The summary and analysis are as follows:

Tasks: The tasks the staff members are working on
Content: Report on the progress and current status of the work
Points of Interest: AI Analysis
- Explicit negative signs: Clearly expressed challenges or stagnation
- Implicit negative signs: Indirect issues and concerns
- Ambiguous next action: What staff should do next is unclear.
Suggested Advice: Example of an advice sentence for members

This feature arranges and presents to managers the issues identified in their subordinates’ daily reports.

Before

View details of the workflow diagram

Start the process automatically at 7:00 AM
1x. Determine business day
- If it is determined to be a holiday, the process branches and ends
1. Daily report input
2. Confirmation
- Review the content and provide feedback
3. Resubmit (in case of return)
4. Feedback confirmation

After

View details of the workflow diagram

Start the process automatically at 7:00 AM
1x. Determine business day
- If it is determined to be a holiday, the process branches and ends
1. Daily report input
2x. AI summary & analysis
2. Confirmation
- Review the content and provide feedback
3. Resubmit (in case of return)
4. Feedback confirmation

You can move the slider

Example prompt

#{#q_daily_report}
--
Please summarize the daily report you entered above in bullet points.
In the following order: 1: Tasks, 2: Content, 3: Points of Interest, 4: Suggested Advice.
--
3: Please describe the Points of Interest when the following analysis A~C applies.
The item names should be: Explicit negative sign, Implicit negative sign, Ambiguous next action.
More than one is acceptable. If none, please indicate “None”.

Analysis method
--
A: Explicit Negative Sign: If the daily report clearly states the issue, please address this point.
E.g. Expressions such as "no progress" or "not started"

B: Implicit negative signs: If the contents of your daily report contain negative expressions that are not directly related to the issue, pick up on those points.
E.g. Expressions such as "It's taking a little time" and "It's taking a while."。

C: Ambiguous next action: Please pick up things where the next action or person is not clear.
E.g. “We will continue to respond tomorrow,” or other expressions lacking specific details.
--
4.For the Suggested Advice, please write 3: Suggested improvement advice for the Points of Interest.
3: If there are no points of interest, please write “None”.
–
Please output in Markdown format.
The Markdown format is as follows.

#### Business name
- Contents
- Contents
##### [For managers] Points of Interest
- 
##### [For managers] Suggested Advice
-
***