Integration
Integrations
Sheets ↔ CRM Sync
Keep your spreadsheets and CRM perfectly in sync, both ways, automatically — no more manual updates.
$120/mo
View TemplatesAnalytics
Automated Report Builder
Generate your recurring reports automatically — pulled together, formatted, and delivered on schedule.
- Stop rebuilding the same report every week
- Consistent, on-time delivery
- You own the files — use or resell
$108
Shown in your local currencySetup help included. Secure by design.
Overview
Recurring reports eat time and always look slightly different when built by hand. The Automated Report Builder assembles them from your data, formats them consistently, and delivers them on schedule.
You own the source files
After purchase you receive the complete source files, ready to run, customize, or resell.
Features
- Scheduled report generation
- Clean, branded formatting
- Pulls from sheets and common tools
- Auto-delivery by email
- Full source files included
Benefits
- Stop rebuilding the same report every week
- Consistent, on-time delivery
- You own the files — use or resell
Who it's for
- Agencies
- Managers
- Analysts
Use cases
- Weekly performance reports
- Client reporting
- Management dashboards
Requirements
- Data source
- Report layout
Supported platforms
- Google Sheets
- Excel
Setup in 3 steps
- 1Share your report layout and data
- 2We configure and test the template
- 3You receive the source files and go live
Product FAQ
Do I get the files?
Yes. This is a source-file product — you receive the complete files to run, adapt, or resell.
Can it match our branding?
Yes, layout, colors, and formatting are configurable to your brand.
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