Service
Reports and alerts
The weekly report builds itself from the data in your software, and when something happens, you hear about it at once. Nobody assembles spreadsheets on Monday morning.
Priced in the quote
How it looks
Example of a weekly report. On Monday at 8:00 the system collects the data from sales, ads and enquiries, compares it with last week and prepares a report. The report goes to the client once the account manager has checked it.
Example process. Names, numbers and amounts are made up.
What the automation takes over
- Collects the data from your sales, ads, accounting and spreadsheets
- Builds a weekly or monthly report with charts
- Compares it with the previous period and flags big changes
- Sends the report to your team or your clients
- Alerts you when a payment is late, stock runs out or a customer complains
Where you decide
Reports for clients wait for you to check them before they go out. Internal reports and alerts come straight to your inbox.
Client project
A marketing agency’s client reports
The agency put its client reports together by hand. We connected its ad platforms and analytics, and the reports started building themselves.
See the projectWhich software we connect
Google Sheets, Google Analytics, the ad platforms, your accounting software and your email. If a program has an API (a way for other programs to take data from it) or exports to a file, we can include it.
Questions
What does the report look like?
Whatever suits you: a PDF in your inbox, a Google Sheets spreadsheet or a page that updates itself.
What if the data is in different programs?
That’s exactly what the automation is for. It collects the data from each program instead of someone copying it.
Tell us how you work today
Describe the process in a few sentences. We’ll reply personally and suggest where to start.
Write to us