Know your numbers without logging into 5 systems
Stop checking Xero, then Google Analytics, then your CRM, then your email platform. These workflows pull everything together and tell you what matters -automatically.
6 workflows ready to build
Weekly Owner Dashboard
Every Monday at 7 AM -one email with your revenue, new leads, Google reviews, appointments, and overdue invoices. One page. Zero logins.
AI Performance Summaries
Period ends -AI analyses your metrics and generates a plain-English summary: "Lead gen +23%, conversion −8%, here's why." Auto-sent.
Client Report Automation
End of month -data pulled from GA, Meta Ads, email stats -AI writes a narrative, formats a branded PDF, sends to client.
Anomaly Detection & Alerting
Continuous monitoring -AI spots unusual spikes or dips in your metrics and sends a Slack or email alert with a diagnosis.
Board Report Generation
End of month -financial data turned into variance analysis with narrative commentary. Formatted PDF to stakeholders.
Cross-Platform Attribution
Deal closed -system traces the customer journey back to the first ad click. True ROI per marketing channel.
Ready to automate?
get a dashboard that actually tells you what's happening