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
Agents ready to work for you.
323 templates built for small businesses, freelancers and individuals, sorted by industry and role. Pick one, answer one or two questions, and the architect takes care of the rest.
Your industry:
8 templates in data and reports
- 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
- Automation
Customer list cleanup
Duplicates merged, formats fixed, emails verified: a clean file.
€3 per monthOn demand
- Automation
Team activity report
Every Friday, project progress and blockers, no meeting needed.
€3 per monthEvery Friday at 4 pm
- Automation
Duplicate-free CRM
Every month, duplicate contacts and incomplete records in HubSpot found and fixed.
€3 per monthOn the 1st of each month at 8 am
- Automation
Sales target tracking
Where each sales rep stands against their target, every week.
€4 per monthEvery Monday at 8 am
- Automation
Always up-to-date database
Your scattered data brought together every night in a clean Airtable base.
€9 per monthEvery night at 2 am
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