No AI required
Reporting & Integrations
Alerts when important business conditions occur
Get told the moment something needs attention — not at the end of the month.
- 01Data changes
- 02Check conditions
- 03Alert the right person
- 04Link to record
Automation recipe · Reporting & Integrations
Generate and distribute daily or weekly reports
The numbers you check every week, consolidated and delivered automatically.
Automate this process No AI required
Workflow
- 01Scheduled trigger
- 02Collect data
- 03Consolidate
- 04Build report
- 05Distribute
The problem
Someone exports data from several systems every week, pastes it into a spreadsheet and emails it around. It takes hours and is easy to get wrong.
What the automation does
Data is pulled from your systems and spreadsheets on a schedule, consolidated, formatted into a report or dashboard and delivered to the right people — optionally with a short written summary.
The benefit
Reliable reporting without the manual effort, and decisions based on current numbers.
How it works
- 01
Data sources are connected through APIs, database queries or file imports.
- 02
Calculations and consolidation rules are defined once and versioned.
- 03
Reports are rendered as PDF, spreadsheet or a dashboard link.
- 04
Distribution lists and schedules are easy to change.
More automation recipes
All recipesAI-assisted
Email & Communication
Turn incoming emails into CRM leads
New inquiries in your inbox become complete CRM leads — and the right salesperson hears about it.
- 01Incoming email
- 02Extract details
- 03Create CRM lead
- 04Notify salesperson
AI-assisted
Email & Communication
Classify and route customer inquiries
Sort sales, support, billing and urgent messages automatically and send each to the right place.
- 01Incoming message
- 02Classify topic & urgency
- 03Route to team
- 04Escalate if urgent
Want this working in your business?
Every recipe is adapted to your systems and the way your team works. Tell us about your setup and we’ll suggest the simplest reliable approach.