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.
2–5 hours/week saved
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.
Eliminates Friday data-gathering
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.
3–6 hours saved per client per month
Anomaly Detection & Alerting
Continuous monitoring – AI spots unusual spikes or dips in your metrics and sends a Slack or email alert with a diagnosis.
Prevents budget waste and missed opportunities
Board Report Generation
End of month – financial data turned into variance analysis with narrative commentary. Formatted PDF to stakeholders.
3 days of work condensed to 1 hour
Cross-Platform Attribution
Deal closed – system traces the customer journey back to the first ad click. True ROI per marketing channel.
30% better visibility on marketing ROI
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