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
Data and reportsAutomation
Monthly dashboard
The agent gathers your figures for the month (Stripe sales, Google Analytics traffic, HubSpot deals), calculates the key metrics and how they've changed, and sends you a two-page PDF report with charts, plus the detailed Excel file.
Use this template
€3 per month, estimatedPrice confirmed before launch
What the agent does
On the 1st of every month at 8 am
- 1Collect. The month's figures from each tool.
- 2Calculate. Metrics and trends.
- 3Lay out. PDF with charts, and Excel.
- 4Send. By email.
Sample deliverable
October at a glance
- Revenue: €34,200 (+8%). Average order: €58.
- Visitors: 12,400 (+15%), 1.9% conversion.
- Deals signed: 7, including Valmy (€48,000).
- PDF: 2-page monthly report
- Excel: Detailed data
Connectors
Stripe: read sales
Google Analytics: read traffic
HubSpot: read deals
Gmail: send the report
Already set up for you
- Format
- 2-page PDF and Excel
What you'll be asked
- Which email address should we send the result to?
Who it's for
About 1 run a month, rich business logic and 15 actions per run (generated files, calculations, emails sent): Micro tier.
Learn more
In the same category
- 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
- Automation
Customer list cleanup
Duplicates merged, formats fixed, emails verified: a clean file.
€3 per monthOn demand