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
Customer list cleanup
The agent goes through your customer list with a fine-tooth comb: duplicates merged, names and phone numbers standardized, invalid emails spotted, missing fields flagged. You get the clean file and the list of corrections.
Use this template
€3 per month, estimatedPrice confirmed before launch
What the agent does
On demand
- 1Analyze. Duplicates and formats.
- 2Verify. Email validity.
- 3Fix. Clean file and log.
Sample deliverable
4,812-contact file cleaned
- 312 duplicates merged.
- 1,204 phone numbers reformatted to +33.
- 187 invalid emails flagged.
- Excel: Cleaned file and correction log
Connectors
Google Sheets: read and fix the file
ZeroBounce: verify email addresses
Already set up for you
- Original
- Always kept in a separate tab
What you'll be asked
- Which file should be cleaned?
Who it's for
About 2 runs a month, rich business logic and 13 actions per run (calculations, generated files): Micro tier.
In the same category
- Automation
Weekly management report
On Mondays, one page summing up sales, cash, pipeline and website, with the gaps.
€5 per monthEvery Monday at 7 am
- Automation
Excel file analysis
Drop in a file, get its key insights in plain language with charts.
€9 per monthEvery time a file is added