Using ORCA
How to automate a report that takes hours every week
Turn a report you compile by hand into an Agent in ORCA Opti that drafts it on a schedule and waits for your approval. Here is how.
In one sentence: If a weekly or monthly report eats hours of copying and pasting from different places, build an Agent in ORCA Opti that compiles the draft on a schedule and hands it to you to approve.
An Agent is a task runner: it does a specific job on a manual or scheduled trigger, using the knowledge and tools you give it. A recurring report that pulls from several sources is exactly the kind of job an Agent is built for.
How to do it
- Describe the output. Write down what the finished report should contain, its sections, and who reads it. This becomes the Agent's brief.
- Point it at the data. Identify where the numbers and facts live (the folders, documents or connected tools) so the Agent can pull from them.
- Create the Agent. Give it the brief, attach the knowledge and tools, and set a schedule (for example, every Monday at 7am).
- Keep a human in the loop. Leave approval on, so the Agent produces a draft and waits. Nothing is sent or published until you approve it.
- Review and refine. Check the first few runs, tighten the instructions, and let it run.
Why the draft-and-approve step matters
For a regulated team, the value is not just speed, it is that the work leaves an audit trail and never goes out unchecked. The Agent drafts; a person approves. You get the hours back without giving up control.
To see how Agents sit alongside Workspaces and Pearls, read the ORCA Opti platform overview.