Case study
AI Leadership Reporting With Validation and Human Approval
AI-assisted report preparation with team leads controlling release.
The challengeRepeatable leadership-report preparation and review.
The solutionValidated inputs, AI drafts, and approval-gated distribution.
Separate validation stages before and after AI drafting.
Team-lead approval through Outlook before distribution.
Approximately 40 leadership reports per week reported.
Engagement
Overview
Center for Creative Leadership needed a repeatable way to prepare leadership reports. The objective was to support report production while retaining checks around the source data, generated analysis, and decision to distribute the output.
I built an agentic reporting workflow that begins with report inputs and requests in SharePoint. A data-validation layer precedes AI drafting, and an analysis-validation layer follows it. A language-model endpoint supports the drafting step, with input validation and analysis validation handled as distinct stages.
The validated report then enters an Outlook approval workflow. Team leads receive the approval request and provide a decision, and only approved reports proceed to the relevant teams. This keeps report generation separate from release authorization.
Usage figures are internally reported. Reporting periods and user definitions remain unconfirmed.
- Reported users
- 1,100
- Reported leadership reports / week
- ≈40
Challenge
Automating report preparation needed to preserve validation and the human decision to release the result.
Input validation
Source data needed a validation stage before drafting.
Analysis validation
Generated reports and analysis needed a separate check after drafting.
Approval authority
Team leads needed to decide whether a report should be distributed.
Connected delivery
The workflow needed to carry the report from SharePoint inputs through Outlook approval to the relevant teams.
Solution
I separated intake, drafting, validation, and approval into an ordered reporting workflow.
SharePoint intake
Receive source data and report requests through SharePoint.
Data validation
Route inputs through the data-validation layer before drafting.
AI report drafting
Use a language-model endpoint to support report and analysis generation.
Analysis validation
Pass generated output through a distinct analysis-validation layer.
Outlook approval
Route the report and approval request to team leads and receive their decision.
Approval-gated distribution
Send only approved reports to the relevant teams.
Drafting does not authorize distribution
The workflow separates the model’s drafting role from the team lead’s approval role. Data and analysis validation support report preparation, while Outlook carries the approval request and decision. A report proceeds to recipients only after approval, making the human release decision an explicit part of the process.
Impact
Reported usage shows recurring AI-supported leadership-report production with validation and human approval retained in the workflow.
Reported adoption
1,100 users.
Reported activity
Approximately 40 leadership reports per week.
Implemented capability
SharePoint intake, data validation, AI drafting, analysis validation, and Outlook-based approval and distribution.