USE THIS SHAPE WHEN
The questions are known before 07:00.
A fixed daily summary works when leadership reviews a consistent set of KPIs, changes, exceptions, and follow-up items from existing systems.
USE CASE 01 · DAILY EXECUTIVE REPORT
Every morning at 7, yesterday’s numbers reach the same URL.
Codex schedules the collection and creates the report. LedgerInfra publishes the completed HTML as a new version of the same Slide.
See the workflow
THE RESPONSIBILITY BOUNDARY
The recurring job and the published artifact have different owners.
This example assumes every source is already readable through an authorized API or connector. It shows a possible operating pattern, not a measured customer result.
- Codex owns
- Scheduling, source access, collection, aggregation, and generation of the self-contained HTML report.
- LedgerInfra owns
- Publishing the completed HTML, adding the new version to the same Slide, and serving latest and fixed URLs inside the selected access boundary.
- The organization keeps
- One current destination for daily review and a fixed version when a reporting or decision point must remain exact.
FROM 07:00 TO REVIEW
Five explicit steps. One stable destination.
The automation can evolve without turning the output into a proprietary dashboard. The published source remains one complete HTML file.
- 01SCHEDULE
Start the Codex task at 07:00
The scheduled Codex task starts the recurring job. LedgerInfra is not the scheduler.
- 02COLLECT
Read the previous day’s authorized data
Codex reads BigQuery, GA4, Sentry, and Google Sheets through APIs or connectors that are already authorized.
- 03GENERATE
Create one self-contained HTML report
The agent turns the agreed KPIs, changes, exceptions, and follow-up items into a complete HTML file.
- 04PUBLISH
Add a version to the same Slide
LedgerInfra stores and serves the completed HTML inside the selected Workspace and preserves the published version.
- 05REVIEW
Reopen the same latest URL
Executives use one latest URL for the current report and a fixed version URL when an exact reporting state must remain reviewable.
CHOOSE BI INSTEAD WHEN
Readers need to explore the data themselves.
Real-time monitoring, ad hoc filtering, flexible drill-down, and interactive analysis remain better fits for a BI tool. This workflow does not replace those capabilities.