Weekly report maker
Makes a weekly overview for the management every Friday from your systems: turnover, outstanding, what happened.
Saves, estimated: ± 2 hours a week
Weekly report maker is an AI agent from Altramano for reporting and analysis. An AI agent does a task that involves reading, assessing or writing, such as assessing an enquiry or drafting a reply. It puts it in front of you, or does it itself if you want it to.
What it does
- Pulls the week's figures from your accounts, your CRM and your tables.
- Puts them next to last week and next to the target you have set.
- Writes a short explanation in plain language: what stands out and why.
- Sends the overview at a fixed moment to the people you choose.
An example
- In
- Friday 16.00, the week is over.
- Out
- A one-page overview: turnover, new quotes, outstanding items and three points that need attention.
Integrations it uses
Google SheetsRead, add and update rows in Google Sheets, with a trigger on a new row.
Microsoft Excel 365Read and update rows and tables in Excel files on OneDrive or SharePoint.
Exact OnlineReading and creating relations, items, sales invoices, ledger lines and outstanding items in Exact Online.
Visma eAccountingAll 228 actions of Visma eAccounting: customers, suppliers, sales and purchase invoices, items, entries, bank and VAT, with triggers on new invoices and bank transactions.
HubSpotContacts, companies, deals, lists and workflows in HubSpot, with 24 triggers such as a new deal or a changed stage.
GmailFind, send and answer mail in Gmail, with a trigger on new mail.
Microsoft OutlookFind, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.
Where the limit lies
The overview goes to colleagues only; it can go by itself or past you first.
Templates it bundles
| Sjabloon | Soort | What it does |
|---|---|---|
| Weekly overview of open actions | automation | Every Monday, an overview of the open action points per owner from the Action points table. |
| Monthly figures → dashboard (Studio) → mail | automation | Every month, a dashboard from your figures table, made by the Studio, with a short explanation by mail. |
| Daily overview | automation | Every morning, one mail with yesterday's figures from your table and what stands out. |
Frequently asked questions
Can I choose what is in it?
Yes. You name the figures and the sources, and it builds the overview on that. You change it whenever you want.
What if a source is unreachable?
Then the overview says so, and which figure is missing. It fills in nothing it does not have.
Can it be monthly too?
Yes, or daily. You choose the moment and the period.