How to create a monthly executive report with AI (Databox Executive Decision Brief)

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Databox | Agentic Analytics
Oct 28, 2026
Databox

How do you create a monthly executive report with AI? Run the Executive Decision Brief skill in Databox. Genie, the Databox AI Analyst, reads your connected metrics and writes a one-page leadership brief: the executive takeaway, wins, risks, contradictions between metrics, and three "Should we..." decisions to discuss. It reads in about 90 seconds, and the same skill runs in Claude through Databox MCP.

In this video:

  • Why dashboards don't work for leadership meetings: lots of charts, no decisions
  • What the Executive Decision Brief skill is and what each section of the brief does
  • How to run it in Genie and answer the setup questions once
  • What the brief shows: revenue up 6% to $412,000, qualified leads up 22%, new pipeline down 11%, and lead-to-opportunity conversion down from 28% to 20%
  • How Genie explains the contradiction (a webinar brought 52 leads but only 2 opportunities), drafts the email to leadership with your approval, and sends the brief on the 1st of every month with a Routine
  • How to run the same skill in Claude

Chapters

00:00 How do you create a monthly executive report with AI?

00:39 Why don't dashboards work for leadership meetings?

01:12 What is the Executive Decision Brief skill?

01:53 How do you run the executive brief in Databox?

02:31 What does the executive decision brief show?

04:11 Why did leads go up while pipeline went down?

04:59 How do you send the brief to your leadership team?

05:35 How do you get the executive brief every month automatically?

06:05 Can you run the same skill in Claude?

06:41 Recap: how do you create a monthly executive report with AI?

Key terms

  • Databox Skills: reusable analysis workflows anyone on the team can run. Find them in the Skills Marketplace.
  • Genie, the Databox AI Analyst: answers performance questions in plain language from governed metrics.
  • Routines: Skills on a schedule or trigger, delivered by email or Slack.
  • Contradiction: two metrics that move in opposite directions, like leads up while pipeline is down.
  • Agentic analytics: analytics where AI agents analyze, report and act on your performance data, grounded in trusted metrics.

Tools and data sources shown: QuickBooks, HubSpot, Google Analytics 4, Google Ads, LinkedIn Ads, Gmail (Gmail MCP connector), Slack, Claude with Databox MCP. All data is a fictional demo account.

About Databox
Databox is the agentic analytics platform. It connects 130+ tools, databases and spreadsheets, gives every metric one trusted definition, and lets your team and your AI analyze, report and act on performance. Genie, the Databox AI Analyst, answers questions in plain language, and Databox MCP brings the same trusted numbers into Claude, ChatGPT, n8n and any MCP-compatible tool. Trusted by teams behind 20,000+ businesses.

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