Automation playbook · Automated Reporting & Dashboards

Your numbers, always up to date.

Someone spends every Monday exporting spreadsheets, copying numbers and formatting slides, and by the time the report is ready, the data is already stale.

Get this built for youWatch it run

Trigger: Every Monday 8:00
Automated steps: 6
Typical run time: ~5s
Replaces: ~180 min by hand

The workflow

How it works, step by step.

Triggered by: every monday 8:00. Every step runs automatically, with logging, error handling and alerts built in.

Ready · Automated Reporting & Dashboards

Schedule fires
Runs every morning, or the moment new data lands.
Scheduler
Data collected
Pulled from CRM, ads, analytics and finance tools.
APIs
Cleaned & combined
Deduplicated, normalized and joined into one model.
Pipeline
Dashboard refreshed
Live KPIs updated for the whole team.
Dashboard
AI summary written
What changed, what's trending and what needs attention.
AI model
Delivered
Summary posted to Slack and emailed to stakeholders.
Slack + Email

Automated

—

Done by hand

~180 min

Faster

—

Outcomes

What you get back.

No more manual report building
Everyone works from the same, current numbers
Spot problems and opportunities early
Leadership updates delivered automatically

What's included in the build

Data source connections and API integrations
Data cleaning and transformation
Live KPI dashboards
Scheduled summaries by Slack or email
AI-written insights and anomaly alerts
Access controls by team or role

Works with

Google Analytics
HubSpot
Stripe
QuickBooks
Meta Ads
Google Ads
Looker Studio
Slack

Built with

The services behind it.

Integrations & APIsConnect your tools so data flows automatically. No more copy-paste.Workflow AutomationAutomate the repetitive work that eats your team's week.

FAQ

Good questions.

The things teams usually ask about this workflow.

Which tools can you pull data from?

Most modern tools with an API or export, including CRMs, ad platforms, analytics, e-commerce, billing and accounting software.

Where does the dashboard live?

Wherever suits you: a BI tool like Looker Studio, a custom dashboard inside your own app, or a shared workspace your team already uses.

More playbooks

Free strategy call · 30 minutes

Want this running in your business?

In 30 focused minutes, we'll map your biggest opportunities and outline the fastest path to results. No pitch deck, no pressure.

You'll walk away with

Where you're losing time and leads today
The quick wins worth doing first
A recommended approach, timeline and budget range
Honest advice, even if we're not the right fit

Prefer email? hello@deltacreationco.com or send us a brief.