Automation

A management report that prepares itself

Data from the CRM, analytics and accounting flows into one dashboard and reaches management without anyone collecting it by hand.

Client
Services company (name on approval)
Year
2024
Tools
MakeAirtableLooker StudioGoogle Analytics

The problem

The monthly report meant pulling numbers from several systems by hand. It took hours, invited mistakes, and the insights arrived late.

What we built

  • An automated flow that pulls the key data from each system through its API
  • A tidy central database
  • A live dashboard that updates itself
  • A summary emailed to managers on a fixed schedule

The result

  • Decisions on this week's numbers instead of last month's report
  • Zero hours copying from one sheet to another

Let's get it done.

Tell us what you need. We'll come back within one business day with a clear next step.

What do you need?
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