Reporting &
Data Automation.
How do you see your numbers without assembling them by hand? They arrive on Monday, and they warn you when something moves.
5.0 across 40+ Google reviews- Reporting and data automation: the Monday summary, the ad accounts brief, the alerts, the monthly close, the live dashboard.
- Five example workflows fed by your tools, on clean tracking. We map yours.
- What you receive, how we work, and what stays human. Part of our AI workflow automation.
Look at your week.
The numbers live in five tools that do not talk. Monday morning someone logs into each one, copies figures into a sheet, and the report is late and already old. A bad week shows up in the monthly review, long after it cost money.
Five tools, one spreadsheet, every Monday
Ad platforms, the store, the bank, the CRM, the accounting. Every report means five logins and an hour of copying, by the person who should be reading it.
A report that is old before it is read
Built by hand on Monday, it reflects last week. Decisions get made on stale numbers because nobody has a live view.
The problem spotted too late
A cost that runs away, a product out of stock, a sales dip. Without an alert, it shows up at the end of the month.
Example workflows, step by step.
These are examples, not a catalogue. We map the workflows of your business, then build the ones that pay first. Each one starts with something that happens in your business and ends with something done. Hover a step to read what happens in it.
The Monday summary
Hover a step to read itTap a step to read itThe ad accounts brief
Hover a step to read itTap a step to read itA cost runs away
Hover a step to read itTap a step to read itThe month closes itself
Hover a step to read itTap a step to read itA dashboard that stays live
Hover a step to read itTap a step to read itFour things, in your own accounts.
Ten numbers, not a hundred. Agreed with you, defined once, computed the same way every week.
Your store, ad accounts, CRM, bank export and accounting wired into one clean flow. No manual export left.
Delivered where you read: WhatsApp, email, or a dashboard in Data Studio or your tool of choice.
A source that stops sending pings us, not you. The report never arrives with a hole in it.
How we work.
- 1
Understand
The numbers you actually decide on, and where each one lives today.
- 2
Choose
The summary first, then the alerts, then the dashboard. Clean tracking is the prerequisite.
- 3
Build
Every source connected, every number defined once, the summary tested against your own count.
- 4
Run
We run it after launch. A broken source pings us, not you.
Who this is for.
- Owners who want one Monday message instead of five dashboards
- Teams assembling reports by hand from tools that do not talk
- Businesses that find out about problems days after they happen
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Other areas we automate.
Sales & Lead Generation Automation
Leads found, answered and followed up without your team doing it by hand: first reply in a minute, follow-ups until someone answers, quotes drafted from your prices, everything in the CRM.
Customer Service Automation
The questions people ask you every day answered in seconds by a chatbot, on your website or on the channel your clients use, from your own prices and hours, with a person taking over when it matters.
Customer Retention Automation
Customers who come back on their own: abandoned carts and checkouts, delivered orders, appointments, silent customers, failed payments and renewals handled by workflows, by email.
Social Media Automation
Two tools, one or both depending on your need: a Video Editor that turns your raw videos into posts ready for every platform, and Social Autopilot that posts them on Instagram, Facebook, YouTube and TikTok with a caption written per platform.
Operations & Finance Automation
The paperwork that builds itself, the way we run our own agency: a lead becomes a proposal, an accepted proposal a contract, a signed contract an invoice, a paid invoice a receipt, and every step lands in the accounting and the ERP.
Reporting & Data Automation, answered.
Straight answers on what is included, timing, and how we work.
One message on WhatsApp or email: the numbers you decide on, compared with last week and last year, and five lines on what moved and why. Then the ad accounts brief if you run ads, and the alerts during the week when a number crosses a line.
Yes. A report built on broken data is worse than no report. If GA4, the store events or the ad tags are not clean, we fix them first through Tracking & Analytics, then connect the sources.
Your store, your ad accounts, your CRM, your bank export, your accounting and your sheets. Anything with an export or an API. If a source has neither, we say so and find the closest workaround.
It pings us, not you. A source that stops sending raises an alert before Monday, so the summary never arrives with a hole in it.
It depends on the number of sources and reports. A setup project comes first, scoped after we agree the ten numbers that matter, then an optional monthly plan to keep the sources connected. No prices on the site.
Stop building reports. Start reading them.
We agree the ten numbers that matter, connect your sources, and send the first summary next Monday.