Social Report Ingestion & Trend Briefing Pipeline

Overview

Many organizations receive social performance reports as static PDFs that are hard to compare over time. This pipeline turns those reports into normalized, searchable data and produces recurring narrative summaries for decision-makers. It transforms reporting from one-off file review into a longitudinal intelligence system.

How It Works

The workflow ingests report PDFs from an email inbox, classifies them by report type, extracts key metrics, and archives both raw files and parsed JSON with duplicate protection. A briefing module generates stakeholder summaries in markdown or Notion-ready format, while a trend analyzer compares performance across historical periods.

Tools Used

Outcome

Leadership gets faster weekly readouts with clear growth/decline signals instead of manually scanning attachments. Historical indexing enables side-by-side period analysis that was previously impractical. The archive also creates a reusable data foundation for future forecasting and campaign optimization.