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AI assistants and the report you send every month
ChatGPT, Claude, Gemini and other AI assistants are good places to think, and many now connect to your data and build dashboards. A recurring report needs data rules for each reader, a designed report in your brand, words checked against the data and delivery on a schedule, and that is what Rahoto is built around.
Here is what each one does, side by side, and when an AI assistant is still the right tool.
- Data rules per reader
- Checked against the data
- Your design
- On a schedule
Our position
A good place to think is not yet a recurring report
An AI assistant is a good place to think, and many now connect to your data, answer questions and build dashboards. A report you send every cycle asks for more: data rules for each reader, including people outside your company; a designed, paginated report in your brand; words checked against the data; and delivery to every reader on a schedule. BI tools are built for analysts to explore; Rahoto gives everyone else the answer and the report, on the data you already trust. Slides look right once and need rebuilding every cycle.
This is Rahoto’s position, not a survey result or a quotation. AI assistants differ and change quickly; the point is what a recurring report needs.
Side by side
Four things a recurring report needs
Each row is one thing a report you send every cycle has to do, set against the kind of tool people reach for.
| A recurring report needs | General AI assistants | BI dashboards | Slides and spreadsheets | Rahoto |
|---|---|---|---|---|
| Knows which numbers are governed and who may see them | Can work under the connected data’s own permissions | Yes, on screen | No | Yes, set per reader, including people outside your company, and held in the delivered report |
| Checks its words against the data | Not as a step before a report is sent | No narrative | Manual | Yes, before an issue goes out; by default a mismatch holds the issue for your review |
| Looks like your work | Charts and dashboards in the tool’s own style | Looks like the tool | Yes, by hand every month | Yes: a designed, paginated report in your brand, built once |
| Runs again on the 1st without you | Not as a designed issue sent to its readers | Waits to be opened | No | Yes, and delivers it as PDF, PowerPoint or a web link, by email, Slack and more |
Rahoto’s AI
AI that starts from your data, not a blank box
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The same models, used through Rahoto
Rahoto drafts with models from Anthropic, OpenAI and Google, or a model you bring, so you use them through Rahoto rather than instead of it.
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Your context, not a blank chat box
Rahoto’s AI starts from your dataset, your report and your brand kit, not a blank chat box.
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Every figure traced
In a draft, every figure must come from a query Rahoto ran on your data. A page that cites anything else goes back to be redrawn.
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Words checked against numbers
Before each scheduled issue, Rahoto checks the text against the fresh data. By default, if something no longer matches, the run waits for your review.
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Your data rules travel with it
Set who sees which rows and columns once. The rule holds in analysis, in the editor, in reader questions and in what gets delivered. A report goes out with the publisher’s access, never more.
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Identifiers stand in
Names and identifiers are swapped for stand-ins before a request leaves, and swapped back when the answer returns.
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Previewed, then editable
AI changes in the editor are shown before you keep them, and afterwards they’re ordinary, editable parts of the page.
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A first draft in your design system
Describe the report and Rahoto drafts it in your design system for you to edit.
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Bring your own model
On Business and Enterprise, route the AI tasks you choose to your own OpenAI- or Anthropic-compatible endpoint.
Analysis in Rahoto · Reports that run themselves · Rahoto and AI dashboards, side by side · How Rahoto compares to dashboards, BI tools and slides
Fair use
When an AI assistant is the right tool
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Thinking out loud
Working out what to ask of your data, exploring it on screen, or drafting wording by hand is what an AI assistant is for.
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A one-off
With no recurring cadence and no readers who need their own access rules, an AI assistant is simpler.
Limits
What Rahoto does not claim
- No accuracy guarantee. The text check compares words with the data and holds a run for review; it does not prove a statement true, and web-link-only runs skip the narrative refresh.
- A first draft of a whole report needs a configured cloud AI provider. The page makes no claim about how long a draft takes.
- Bring your own model is one endpoint per organisation, on Business and Enterprise.
- Rules that give each reader their own rows apply on the web link; a report under them is shared as a link, not as files. Files can still go out per recipient, each with that recipient’s own slice of the data.
- Rules set by your data owners hold everywhere only when their author governs the source; otherwise a rule covers its own report.
Questions people ask
Can ChatGPT or Claude automate my monthly report?
They can connect to your data, answer questions and refresh a dashboard. A monthly report asks for more: data rules for each reader, including people outside your company, a designed, paginated report in your brand, words checked against the data, and delivery to every reader on a schedule. In Rahoto you set the cadence once, and Rahoto refreshes, rebuilds, checks and delivers.
Is Rahoto’s AI more accurate than a chat tool?
Rahoto makes no accuracy guarantee. In a draft, every figure must come from a query Rahoto ran on your data. Before each scheduled issue it checks the text against the fresh data and, by default, the run waits for your review if something no longer matches. Neither check proves a statement true.
Can I still use an AI assistant alongside Rahoto?
Yes. An AI assistant is a good place to think. Rahoto itself drafts with models from Anthropic, OpenAI and Google, so you use them through Rahoto too. Keep the report in Rahoto, where it stays connected to your data, your design and your schedule.
Can I use my own model with Rahoto?
Yes, with limits. On Business and Enterprise you can route the AI tasks you choose to your own OpenAI- or Anthropic-compatible endpoint, one endpoint per organisation.
Keep the report where it can run
Bring the report you now rebuild by hand every cycle and see it bound to your data, in your design, on your schedule.
Prefer email? support@rahoto.com