Sample report — demonstration data, fictional client
Monthly Automation Report
Everything your automations did this month — executions, incidents, and what your retainer delivered.
Automations
| Workflow |
Runs |
Success |
Avg duration |
Status |
| Recall & recare reminders |
3,733 |
98.9% |
1.6 s |
Watch |
| Review request follow-ups |
2,146 |
99% |
2.0 s |
Healthy |
| Insurance claim status checks |
1,069 |
98.1% |
29.9 s |
Watch |
| New patient intake → PMS sync |
845 |
98.6% |
6.0 s |
Watch |
| No-show rebooking outreach |
753 |
98.9% |
4.0 s |
Watch |
Incidents
Insurance claim status checks
Open
The claim status checker lost access to the insurer portal — its saved login has expired.
3 failed runs · first seen 2026-07-24
Review request follow-ups
Auto-recovered
The review platform told the workflow to slow down for a while.
1 failed run · first seen 2026-07-24
Notes & recommendations
- Claude + transcription usage across intake and claims workflows.
- Recommend moving claim status checks to hourly — the insurer portal rate-limits overnight batches.
- Recall reminders are filling ~2 extra hygiene slots per week; consider extending to 9-month lapses.