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AutomationMonthly figures → dashboard (Studio) → mail

Monthly figures as a dashboard by mail with AI

Every month, a dashboard from your figures table, made by the Studio, with a short explanation by mail.

Monthly figures → dashboard (Studio) → mail is ready-made automation in Altramano for reporting and analysis: every month, a dashboard from your figures table, made by the Studio, with a short explanation by mail.

It works with Microsoft Outlook.

Ready-made automation · department Reporting and analysis

What it does

Put your monthly figures in the "Monthly figures" table (month, revenue, cost, number of customers). On the first of the month the Studio turns them into a dashboard and you get a mail with the most important movements.

What you need

  • Microsoft Outlook — find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail, connected through logging in to the service.

How does monthly figures as a dashboard by mail work with AI?

An automation runs in your own environment with fixed steps, the same every time.

Put your monthly figures in the "Monthly figures" table (month, revenue, cost, number of customers). On the first of the month the Studio turns them into a dashboard and you get a mail with the most important movements.

Microsoft Outlook: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For reporting and analysis: from any export a dashboard or a report in house style, refreshed every week. Those hours go into explaining what the figures mean, instead of into collecting and laying them out.

This department comes into play in accountancy and bookkeeping firms, manufacturing, retail and webshops and marketing and communications agencies.

How to install it

  1. Choose the template in your environment under Templates.
  2. Point at the integrations it needs and fill in at most three settings.
  3. Test with an example, read the run back and say yes before it goes live.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

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Frequently asked questions

What do I need for Monthly figures → dashboard (Studio) → mail?

Microsoft Outlook and a Altramano environment.

Which department is Monthly figures → dashboard (Studio) → mail for?

Reporting and analysis, in industries such as accountancy and bookkeeping firms, manufacturing and retail and webshops.

Does anything go out without me seeing it?

Everything that goes out is set to approve first by default. You can switch that step off per automation once you trust it.

What if something goes wrong?

The run stops, you get a notification, and in Runs you see step by step what happened. The manual names the errors you may meet, with cause and solution.

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All 26 templates for reporting and analysis

Templates are updated in your Altramano environment.

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