Fore Datum AI Executive

The brief

Fore Datum's executive layer depended on a revolving door of analysts pulling weekly reports by hand — warehouse queries, data hygiene passes, reconciliation, formatting, distribution. Every analyst hire took three months to ramp. Every analyst departure rewound the clock.

The brief to Sue: absorb the weekly reporting loop. Make it an agent job. Leave the humans free for judgment work.

What Sue did

• Mapped the full warehouse schema and the canonical queries the analyst team had been running manually.
• Built an agent-native pipeline: Sue runs SQL, reconciles AR, applies hygiene rules, and ships a weekly report packet.
• Embedded escalation logic — anything anomalous gets flagged, not auto-shipped.
• Wrote the runbook. Sue is now the owner of record for the workflow.

Result

85% of the weekly reporting load is now automated. The analyst team's time was redirected to judgment calls and client-facing work. Fore Datum estimates $47K/month in operational savings on the reporting function alone.

Sue runs on Fore Datum's Azure VM. One agent, one tenant, one workflow — exactly how VCG deploys every client agent.

Stack

Model: Claude Opus · Runtime: Azure VM (Fore Datum tenant) · Stack: OpenClaw · Data: SQL warehouse + Jobber API.