9 workflows

Data & reporting automations

Everything we build in the Data & reporting category, with the trigger, the steps and the typical saving for each.

Stream GHL contacts, opportunities and appointments into Sheets for reporting.

3 hrs/week

Stream orders, products and customers into Sheets for reporting and reconciliation.

4 hrs/week

Move spreadsheet data into a real database while keeping Sheets as the interface.

4 hrs/week

Keep an Airtable base and a Sheet aligned for teams that live in different tools.

3 hrs/week

Keep two systems aligned in both directions with explicit conflict rules.

6 hrs/week

Yesterday's numbers delivered every morning, written in plain language.

5 hrs/week

Keep dashboards fed with clean, joined data from every source.

6 hrs/week

Track competitor pricing on public listings and alert on meaningful moves.

5 hrs/week

Assemble and send project status reports from live task data.

4 hrs/week

Find out what you can automate in 30 minutes

Book a free audit. We map your current process, identify the highest-ROI automations, and send you a costed roadmap — whether or not you hire us.

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