Automation / Reporting
Your numbers. Every Monday. Automatically.
We pull data from all your tools, summarise it and send it to you, so you stop building reports by hand.
Book free audit ↗Example workflow
Live- 01Your tools
- 02Data combined
- 03AI summary
- 04Sent to Slack or email
- 05Alerts if something drops
The problem
Reports take hours and are outdated by Friday.
Sound familiar? This is the part we automate first.
- 01Data spread over 5 tools
- 02Copy-paste into spreadsheets
- 03Problems spotted too late
What we automate
What we automate in reporting.
Start with one. We build it, test it on your real data and hand it over working.
- 01
Weekly KPI summary
Your key numbers in one short message every week.
- 02
Live dashboard
One dashboard that updates itself.
- 03
Sales & marketing reports
Leads, sales and campaigns in one view.
- 04
Cash & invoice overview
See what's paid, what's due and what's late.
- 05
Alerts when numbers drop
Get a ping when a number drops below your goal.
- 06
AI written summary
A plain-language summary of what changed and why.
Example workflow
How the workflow runs.
One example of how this runs for a small team. We adapt every step to your tools.
- 01
Your tools
Numbers are pulled from the tools you already use.
- 02
Data combined
Everything is combined into one clean dataset.
- 03
AI summary
AI writes a short summary of what changed.
- 04
Sent to Slack or email
The report lands in Slack or your inbox.
- 05
Alerts if something drops
You get an alert as soon as a number drops.
See it working
See it working.
A short demo with sample data. Same workflow we would build for you.
Demo · Reporting
Auto-report
- Before
- 5 spreadsheets
- After
- Weekly summary in Slack or email
Integrations
Works with the tools you use.
Don't see yours? We check it in the free audit.
- Google Sheets
- Looker Studio
- HubSpot
- Shopify
- Xero
- Slack
FAQ
Questions, answered.
Anything else? Ask us in the free audit.
Which numbers can you report on?
Anything your tools store: sales, leads, orders, cash, support.
Do we need a dashboard tool?
No. A weekly email or Slack message is often enough.
How often?
Daily, weekly or monthly. You choose.
Find your first automation in 30 minutes.
Free audit. Fixed quote after. No surprises.
Book free audit ↗