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SAVED 450+ HOURS/YEAR THROUGH AI-DRIVEN REPORT AUTOMATION

Relatórios de rendimentos tributários

OVERVIEW

JLM&A, a communication and public relations agency in Portugal, faced a time-consuming and error-prone process: preparing a weekly clipping and detailed report for a client.

One employee spent around 40 hours per month on this task, manually reviewing hundreds of news articles, classifying relevance, and building Excel and PowerPoint reports. The report had to be delivered every Friday morning, requiring ongoing effort throughout the week.

1. Process Mapping & Automation

We mapped the entire workflow, from news gathering to final delivery. The process was fully automated, drastically reducing manual execution time.

2. AI-Powered Classification

We implemented a hybrid system with three different LLMs, balancing accuracy and cost. Each article was automatically classified, filtered, and prioritized for the client, ensuring consistent quality even in weeks with 700+ articles.

3. Review & Delivery

The report is automatically generated in Excel and held for one hour, giving the employee the chance to review or adjust classifications. After that, the system converts the file into PowerPoint and sends an email notification, ready for client delivery.

RESULTS

450+ HOURS SAVED ANNUALLY​

IMPROVED CONSISTENCY AND REPORT QUALITY​

REDUCTION OF MANUAL ERRORS

EMPLOYEE FREED UP FOR HIGHER-VALUE STRATEGIC TASKS

THE KEY

Scaling reporting without scaling headcount

This project wasn’t about replacing people, but about amplifying their effectiveness. Automation eliminated the repetitive, time-consuming parts, allowing the employee to focus on critical validation and client relationships. The result: efficiency without losing the essential human touch in communication.

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