利用 AI 提煉資訊並撰寫清晰敘述。大型語言模型擅長摘要與濃縮資料。例如，若報告包含冗長分析或會議紀錄，AI 可生成簡潔摘要。
AI 摘要取代冗長報告與手冊，提供重點突出的精簡摘要。
— AI 摘要專家
輸入資料
將詳細的逐字稿、圖表或分析資料輸入 AI 助理（ChatGPT 或內建 BI 工具）。
AI 處理
請求「關鍵重點」或執行摘要，萃取最重要的結論。
精煉輸出
使用 AI 生成的敘述作為報告引言或重點條列，方便快速理解。
實務應用：這些 AI 生成的敘述讓讀者免於閱讀所有細節，能快速掌握重點且不遺漏關鍵資訊。
AI 驅動的內容摘要流程
協作與驗證
最後，善用現代雲端平台進行團隊合作，但務必驗證 AI 輸出。雲端 BI 工具允許即時協作 — 多位同事可同時檢視、編輯與評論報告，避免版本混亂。
AI 自動化
AI 處理項目
資料擷取與處理
圖表與視覺化生成
模式識別
內容摘要
範本套用
人工監督
人工驗證項目
數字與計算準確性
假設的有效性
圖表標籤正確性
內容情境適切性
最終品質保證
重要提醒：絕不可跳過人工監督。務必將 AI 的數字與假設與原始資料核對，確保圖表標籤正確，且 AI 撰寫的文字在情境中合理。
最佳做法：讓 AI 負責繁重工作，但由專家審核最終報告的準確性與清晰度。人工快速檢查能在送出報告給利害關係人前，抓出 AI 可能的錯誤。
協作報告驗證工作流程
主要重點整理
連接並清理資料：在 AI 驅動的 BI 工具中集中資料來源，節省準備時間（參見 IBM Cognos 整合）。
使用 AI 報告精靈：利用 Power BI 的快速報告功能，從欄位自動生成圖表。
以自然語言提問：透過 AI 助理輸入問題（例如「顯示上季銷售趨勢？」）以獲得即時視覺化。
使用範本自動化：儲存報告範本並排程更新與分發，讓報告自動刷新。
摘要內容：應用 AI 摘要功能，將冗長分析轉為簡短洞察。
審核與協作：利用雲端平台進行即時團隊合作，並始終以人工審核驗證 AI 輸出。
生成報告的頂尖 AI 工具
ChatGPT
ChatGPT is a generative AI application developed by OpenAI that enables users to quickly create professional-style written output—including structured reports—via natural language prompts. By asking ChatGPT to "generate a report on X topic", users can receive a draft document with headings, analysis and narrative in minutes, accessible on web and mobile. It supports multiple languages, multiple models, and offers both free and paid tiers.
Natural-language prompt input for generating structured reports, summaries, narratives.
File uploads and data analysis capabilities (in advanced plans) including spreadsheets, PDFs, and document‐analysis workflows.
Web and mobile access across platforms (browser, iOS, Android) for flexibility.
Microsoft 365 Copilot (often simply “Copilot”) is an AI-enhanced tool by Microsoft that helps users generate content, analyse data, and draft professional-style reports across Microsoft 365 apps. By integrating with applications like Word, Excel, PowerPoint and Teams, Copilot leverages organizational data, large-language models and contextual intelligence to automate document creation, data insights and workflow tasks.
Generates structured documents and reports within Word or PowerPoint, leveraging your data and context.
Performs data analysis in Excel: identifies trends, suggests formulas, creates visuals and summaries.
Enables “chat with your data” experience in Power BI: ask questions about your datasets and get answers or summaries.
Integrates across Microsoft 365 apps using your organization’s data via Microsoft Graph, providing personalized, context-aware responses.
Copilot is not free in full form: access typically requires a Microsoft 365 subscription with Copilot licensing—free consumer version may have limited features.
Requires proper data model preparation (especially in Power BI) to ensure accurate insights; otherwise outputs may be generic or less reliable.
Multilingual support and availability of all features vary by region; some experiences are still in preview and some regions are unsupported.
While powerful, it does not fully replace specialised business-intelligence platforms or guarantee error-free output—human review remains necessary.
Microsoft Power BI is a business intelligence and reporting platform developed by Microsoft that enables organizations to connect to a wide range of data sources, transform and model that data, then generate interactive visuals, dashboards and reports to extract actionable insights. With support for AI-powered features such as natural language Q&A and Smart Narrative, Power BI accelerates report creation and data storytelling.
Connects to 100+ data sources (databases, cloud services, files) and supports data transformation via Power Query.
Built-in AI features: natural-language Q&A, automated insights and Smart Narrative to generate commentary on visuals.
Interactive dashboards and reports with drag-and-drop visuals, real-time analytics, sharing and collaboration via the Power BI Service.
Cross-device support: Desktop app for Windows, web service, and mobile apps for Android/iOS for viewing reports on the go.
The free version (Power BI Desktop / free service) lacks sharing capabilities and has data size/storage limits; full features require paid licensing.
Performance and scalability may degrade with very large datasets or complex models; dataset size limits apply depending on licence.
Steep learning curve for advanced modelling (e.g., DAX formulas, data modelling) and higher-end customisation may require technical expertise.
Real-time collaboration and editing features can be limited compared to other tools; some device responsiveness or custom visual limitations exist.
Storydoc is a web-based platform that uses generative AI to turn standard documents, slides or reports into interactive, visually engaging narratives. With Storydoc you can create professional-looking reports, pitch decks or impact stories fast—by simply feeding prompts, PDFs or website links—and the system automatically generates layout, visuals, text and brand styling. It also offers tracking and analytic features so you can monitor viewer engagement in real time.
AI-driven report generation: input a prompt, document or website and Storydoc fills slides with content, structure and visuals.
Interactive-friendly output: live charts, embedded videos, forms and content that adapts to mobile devices.
Engagement analytics: track how people read, click and interact with your report or deck to refine your content.
Integrations & personalization: connect to CRMs or data sources, use dynamic variables for personalization, and generate many versions automatically.
While there is a free trial, full-feature access requires a paid subscription (Starter, Pro, Team tiers).
Some users report that the editor or customization options can be slower or more limited than fully manual design tools.
Data-visualisation and input quality still depend on how much relevant source data you provide; blank or placeholder visuals may appear if inputs are insufficient.
Mobile browser experience may vary depending on content complexity (though responsive design is emphasised).
