A Python + Claude vision service that reads daily sales report PDFs and emails leadership a clean executive scorecard, after the no-code flow it replaced died in a tenant migration.
The company’s 200-step Power Automate flow broke during a Microsoft 365 migration and couldn’t be salvaged. Daily sales visibility for the executive team stopped overnight.
A focused Python service watches a shared mailbox via Microsoft Graph and picks up Crystal Report PDFs as they arrive.
Claude vision reads the sales data off the page, so layout changes do not break extraction. Mix costs come from a SharePoint list, so margins stay current.
A formatted scorecard lands in each executive’s inbox at 5pm every business day.
delivery time, every business day
low-code steps replaced by one service
manual touches per report