Report Automation
Your source → your template → delivered on schedule
You define the report. We make sure it leaves on time.
How it works
Your Monday report, without the Monday work
Example: Customer Pulse — a weekly email that tells the owner which customers cooled off.
1Your data
2Runs on schedule
Every Monday
7:00 am · Sydney time
- Mon 14 OctSent
- Mon 7 OctRetriedSent
- Mon 30 SepSent
3In your inbox
Customer Pulse — Week 42
To: Owner · Mon 7:02 am
Weekly sales · last 8 weeks
3 customers dropped this week
- Harbour Café↓ −42%
- Northside Kitchen↓ −35%
- Bayside Deli↓ −31%
Illustrative example — figures and customer names are fictional.
Same setup, other reports
The report changes. The reliability doesn’t.
Customer Pulse
Who cooled off this week
Inventory digest
Stock movement & low stock
Overdue receivables
Who owes what, and how long
Ops summary
The numbers your team checks
Best fit
Who it is for
Designed for
Wholesale, distribution, and order-heavy SMBs where a founder or ops lead already reviews the same spreadsheet every week or month.
Works best when
The source of truth exists, the report format is largely fixed, and the pain is reliability and labour — not inventing brand-new KPIs every week.
Bring the source and the template. We make the weekly (or daily) send a managed service — not another Monday chore.