Interactive demo
Spot at-risk stock before it runs out
Stock value, turnover, cover and alerts by warehouse, with an ABC analysis of your items.
- Power BI
- Excel / Power Query
Interactive demo
Stop building the weekly report by hand
The same report, done by hand and then automated. Run the flow, then estimate how much time you could save on your own tasks.
Before By hand
- Export data from the CRM 25 min
- Copy-paste into the Excel file 40 min
- Fix errors and duplicates 35 min
- Recalculate KPIs and redo the charts 45 min
- Write the summary and send the email 30 min
Total: 2 h 55 min every week, or about 137 hours a year.
After Automated
- Trigger
Every Monday at 7 am - Collect
CRM + Excel + calendar - Clean & calculate
KPIs, variances, alerts - Report
PDF + AI-written summary - Send
Email and Teams
Human time: 5 minutes of review
Estimate your savings
0hours freed up per year
0worth of time per year
Assumption: 60% of repetitive tasks can be automated, over 47 working weeks. Indicative estimate, to be refined during the audit.
Demo on sample data. The data is made up; the approach is the one I use on real projects: the same KPIs, the same consistency checks. Typical engagement: an automated weekly operations summary.
The context
Every week, hours go into exports, copy-pasting and emails. This low-value work is also a common source of errors, and the report never looks quite the same twice.
How I built it
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Audit
I list the repetitive tasks and how long they take.
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Priorities
I automate first whatever saves the most for the least effort.
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Build
A structured tracker, an automatic summary (KPIs, tasks, blockers) and a scheduled send. In your business, every flow is tested on real cases before going live.
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Follow-up
Error alerts and documentation to restart a flow.
Before and after
Before
- Hours of compiling every week
- A different format every time
- Reports sometimes sent late
After
- Report generated in minutes
- The same format every time
- Sent automatically at a fixed time
What it changes
The report goes out on its own, in the same format, at the same time. The team only has to review it.
What about your business?
If you use Microsoft 365, Power Automate is often already included. n8n can be self-hosted; Make and Zapier are the easiest to pick up. I choose based on your tools.
Need something similar? Write to me.
Tell me about your project