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Data & reporting

Daily Sales Report Automation

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

Typical saving
5 hrs/week
Tools
n8n · Claude · WhatsApp API · PostgreSQL
Get this builtBrowse the library
Trigger

Scheduled each morning

How it works

Step by step

  1. 1Pull yesterday's sales, leads and conversion data
  2. 2Compare against targets and the prior period
  3. 3Have an LLM write a short plain-language summary
  4. 4Send on WhatsApp, email or Slack
  5. 5Flag anomalies worth investigating
Outcome

Leadership starts the day informed without opening a dashboard.

Built with

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