Automation
Monthly dashboard
On the 1st of the month, your key metrics gathered in a PDF and Excel report.
€3 per monthOn the 1st of every month at 8 am
Data and reportsAutomation
Always up-to-date database
Every night, the agent gathers the new rows from your sources (forms, spreadsheets, CRM), puts them in the same format and adds them to your Airtable base without duplicates, with a log of what was added.
Use this template
€9 per month, estimatedPrice confirmed before launch
What the agent does
Every night at 2 am
- 1Gather. New rows from the sources.
- 2Standardize. Formats and fields.
- 3Add. Without duplicates.
Sample deliverable
Night of October 21: 37 rows added
- 22 from the form, 11 from HubSpot, 4 from the trade show sheet.
- 6 duplicates skipped.
- Message: Log of rows added
Connectors
Google Sheets: read the source spreadsheets
HubSpot: read the CRM
Airtable: maintain the base
Already set up for you
- Duplicates
- By email, then by name and company
What you'll be asked
- Which Airtable base should be fed?
Who it's for
About 30 runs a month, standard business logic and 6 actions per run: Essential tier.
In the same category
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On Mondays, one page summing up sales, cash, pipeline and website, with the gaps.
€5 per monthEvery Monday at 7 am
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Excel file analysis
Drop in a file, get its key insights in plain language with charts.
€9 per monthEvery time a file is added