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How to create reports with Birdi and your AI assistant

Learn how to build branded, repeatable reports from your Birdi data using your AI assistant, so your monthly reporting takes one prompt instead of hours.

Written by Kayley Greenland

With the Birdi connector, your AI assistant can turn your Birdi data into finished reports: volume change reports, progress summaries, site plans, inspection reports and more. You can use your own format, your company’s branding or each client’s branding. Set a report up once, and from then on just ask for it.

Reports built with the connector can:

  • Use real Birdi figures, such as volumes, areas, lengths and tonnage, in your map’s own units

  • Include map snapshots and drone photos from your sites

  • Follow your own layout, branding, units and sections

  • Be repeated each month with fresh data, or run on a schedule

You’ll need the Birdi connector set up with Read & act access. See How to connect Birdi to your AI assistant


When to use AI-built reports

  • You rebuild the same report by hand every week or month

  • You report to several clients or stakeholders who each want different branding, units or sections

  • You download Birdi reports and then rework them before sending them on

  • You want a report that combines Birdi data with other information, such as site notes, schedules or spreadsheets


Three ways to build a report

Choose the approach that suits your team and your AI assistant.

1. Use Birdi imagery in your own documents


The assistant fetches links to your map snapshots and drone photos and adds them to a report it builds in your own format.

2. Follow a guided approach


Birdi gives the assistant a step-by-step guide to putting a report together, so you get a consistent result in your own format.

3. Get a branded PDF from Birdi


If your AI assistant can’t download images directly, Birdi can produce a finished, branded PDF and pass it back to you.

Tip: Report downloads use secure, time-limited links. If a link has expired, ask the assistant for a fresh one.


Step-by-step: setting up a repeatable report

You own your report templates. Birdi supplies the data and the actions, and you describe how the report should look in plain language. Once it’s set up, each new report is a single prompt.

1. Save your report setup somewhere reusable

Decide where your report instructions will live:

  • For one team: create a project in your AI assistant (a shared space for your files, logos and house rules), so every chat starts with them.

  • For many teams or clients: save the instructions as a skill your whole organisation can use. A skill is a set of plain-language instructions telling the assistant how to do one job your way, for example “use this client’s logo, metric units, and always include the change comparison.”

2. Build your first report

Ask for the report in plain language, for example:

“Create a volume change report for Blackwood ridge comparing August and September. Use our company logo, metric units, a summary table of cut and fill per stockpile, and side-by-side imagery of each pad.”

Go through the first draft with the assistant. Agree on the sections, the checks it should run (for example, confirming both maps cover the same boundary) and any caveats to include.

Tip: Use your assistant’s most capable model for this first build. That’s when the important decisions get made.

3. Save it as your template

Once you’re happy with the report, ask the assistant to save the layout and rules as a template in your project or skill, for example “Save this as our monthly volume change report template for Blackwood Ridge”

4. Run it each month

Ask for the next report in one sentence:

“Run our volume change report for Blackwood Ridge, September vs October.”

The assistant pulls fresh figures and imagery from Birdi, fills your template and produces the finished report.

Tip: A faster, lower-cost model is usually fine for monthly runs, because the template already sets out exactly what to do.

5. Put it on a schedule (optional)

If your assistant supports scheduled tasks, you can automate the report, for example “On the 1st of each month, run the volumes report for every active site.”

Scheduled runs work on data that’s already in Birdi, so make sure your latest capture has been uploaded and processed first.


Report ideas by industry

  • Mining and resources: month-end stockpile reports, site plans with contours and haul road safety

  • Construction: month-on-month volume change reports, progress summaries, pre-site condition checks

  • Drone service providers: one saved template per client, each with its own branding, units and sections

Starter templates: Birdi has starter templates for some report types and use cases. Get in touch with the Birdi team to find out what’s available or to talk through your reporting workflow.


Best practice tips

  • Make one template per client or report type. That keeps branding and rules separate and easy to update.

  • Write your rules in plain language. Units, logo, required sections, sign-off wording: if you’d tell a colleague, tell the assistant.

  • Build in checks. Ask the assistant to flag things like a missing volume layer or two maps with different boundaries, rather than guessing.

  • Check the first few reports carefully before you send them to clients, then let the template do the work.

  • Name your maps and folders clearly. The assistant finds the right data faster when names include the site and date.

  • Remember the figures come from Birdi. Volumes and measurements are calculated by Birdi in your map’s units, not by the assistant.


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