Who should use the Regulatory Reporting workflow?
Teams or solo builders working on business tasks who want a repeatable process instead of one-off tool experiments.
Execution Map
7-step pipeline — follow each step in order
1Setup · Step 1 of 7
Open task pageGenerate business reports
Prepare inputs and settings through Generate business reports before running regulatory reporting.
Why this matters
Generate business reports sets up the foundation for regulatory reporting; clean inputs here reduce downstream rework.
What you get
Inputs, context, and settings are ready so the workflow can move into execution without blockers.
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2Input · Step 2 of 7
Open task pageGenerate custom reports
Use Generate custom reports to build supporting assets that improve regulatory reporting quality.
Why this matters
Generate custom reports strengthens regulatory reporting by feeding better supporting material into the pipeline.
What you get
Supporting assets from generate custom reports are prepared and connected to the main workflow.
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3Input · Step 3 of 7
Open task pageAutomate financial reporting
Use Automate financial reporting to build supporting assets that improve regulatory reporting quality.
Why this matters
Automate financial reporting strengthens regulatory reporting by feeding better supporting material into the pipeline.
What you get
Supporting assets from automate financial reporting are prepared and connected to the main workflow.
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4Core · Step 4 of 7
Open task pageRegulatory Reporting
Execute regulatory reporting with Regulatory Reporting to produce the primary production code.
Why this matters
This is the core step where regulatory reporting actually happens, so it determines baseline quality for everything after it.
What you get
A first-pass production code is generated and ready for refinement in the next steps.
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5Refine · Step 5 of 7
Open task pageUsing Playbooks for Critical Report Automation
Refine and validate regulatory reporting output using Using Playbooks for Critical Report Automation before final delivery.
Why this matters
Using Playbooks for Critical Report Automation adds quality control so issues are caught before the workflow is finalized.
What you get
The production code is improved, validated, and prepared for final delivery.
6Refine · Step 6 of 7
Open task pageDue diligence reporting
Refine and validate regulatory reporting output using Due diligence reporting before final delivery.
Why this matters
Due diligence reporting adds quality control so issues are caught before the workflow is finalized.
What you get
The production code is improved, validated, and prepared for final delivery.
7Deliver · Step 7 of 7
Open task pageTranslate Data into Natural Language Reports
Package and ship the output through Translate Data into Natural Language Reports so regulatory reporting reaches end users.
Why this matters
Translate Data into Natural Language Reports is what turns intermediate output into a usable, publishable result for real users.
What you get
A finalized production code is ready for publishing, handoff, or integration.