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
Weekly management report
The agent gathers the week's key figures (Stripe sales, HubSpot pipeline, Google Analytics traffic), compares them with the previous week and the target, and sends you a one-page PDF with three points to watch.
Use this template
€5 per month, estimatedPrice confirmed before launch
What the agent does
Every Monday at 7 am
- 1Collect. This week's sales.
- 2Add. Pipeline and traffic.
- 3Compare. Previous week and target.
- 4Send. One-page PDF.
Sample deliverable
Week 43: €38,400 in sales (+12%), 96% of target
- Pipeline: €182,000, 4 deals to close before the end of October.
- Traffic: 6,120 visits (−8%), the drop came from Google.
- Watch out: average payment time is now 41 days.
- PDF: One-page report
Connectors
Stripe: read sales
HubSpot: read the pipeline
Google Analytics: read website traffic
Gmail: send you the report
Already set up for you
- Format
- One-page PDF
- Comparison
- Previous week and target
What you'll be asked
- Your weekly sales target?
- Which email address should we send the result to?
Who it's for
About 4 runs a month, rich business logic and 15 actions per run (generated files, calculations, emails sent): Micro tier.
Learn more
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