Service
Reporting & Operations Automation
Replace manually assembled reports with automated pipelines and dashboards.
The problem
Every week someone exports data from several systems, pastes it into a spreadsheet, fixes the formatting, and sends it around. The report is late, sometimes wrong, and out of date by the time it is read.
What gets automated
- Weekly and monthly KPI reports
- Operational dashboards
- Job and call-quality audits
- Customer reporting
- Marketing snapshots
How the system works
Data is pulled from source systems on a schedule, cleaned and combined, analyzed with AI where useful, and delivered as a dashboard or a scheduled report to the people who need it.
- Schedule runs
- Data pulled from systems
- Cleaned and combined
- AI adds commentary
- Report delivered
Systems that can connect
- ServiceTitan
- Xero
- WildJar
- Google Sheets
- Supabase
- React dashboards
Approval and safety controls
- 01Source data checks before publishing
- 02Clear flags when data is missing
- 03Versioned report history
Who this suits
- · Managers who build reports by hand
- · Owners who want one view of operations
- · Teams that make decisions from stale numbers
Not sure this fits? Find what you can automate.
Talk through your reporting & operations automation needs.
A discovery call walks through one workflow: how it runs today, what it touches, and what could be automated.
- Your process
- Mapped
- Automated
- You approvehuman check
- Done