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Manual reporting
Reports compile and deliver themselves — no one opens a spreadsheet.
Reports that build themselves.
Invoices, PDFs, weekly KPI reports and Slack or WhatsApp digests — generated, formatted and delivered automatically so no one spends Friday afternoon in a spreadsheet.
On time
Every report
Scheduled delivery means reports arrive when expected, every time.
One view
Data clarity
Numbers from multiple tools land in a single, readable format.
Capabilities
What this covers.
Auto-generated invoices
Pull data from your CRM or billing system and produce branded PDF invoices on schedule or on trigger.
KPI reports
Weekly or monthly performance reports compiled from your tools and delivered where your team reads them.
Slack & WhatsApp digests
Summarised activity, pipeline updates or alerts pushed to the channels your team already lives in.
PDF generation
Proposals, contracts and summary documents generated from templates and live data.
Data aggregation
Pull numbers from multiple sources, normalise and combine them into a single, clear view.
Scheduled delivery
Every report runs on your schedule — Monday morning, end of sprint, end of month — automatically.
Included in the build
Everything you need to launch.
- Report templates and branding
- Data source connections
- n8n scheduling and generation workflows
- Delivery to Slack, email or WhatsApp
- Error handling and retry logic
- Documentation and handover
Works with your stack
n8nGoogle SheetsNotionAirtableSlackWhatsAppStripeHubSpotQuickBooks
A strong fit for
Operations teamsFinance teamsAgencies with client reportingFounders & SMEs
Questions
Before we build.
The practical details teams usually ask first.
Can reports include data from multiple tools?
Yes. We pull from any combination of your existing tools — CRM, billing, analytics, project management — and combine them into one report.
What format are the reports?
Most are delivered as formatted Slack messages, email digests or PDF attachments. We match whatever your team actually reads.
Can we change the schedule later?
Yes. Schedules are a configuration change in n8n — daily, weekly, monthly or event-triggered.