Data Management & ReportingPurpose
1.2. Automator gathers real-time data from diverse sources including sales, marketing, inventory, and analytics platforms, automating the end-to-end dashboard delivery lifecycle.
1.3. Reduces manual reporting, automates error-prone spreadsheet tasks, ensuring stakeholders, managers, and clients receive live, actionable insights.
1.4. Enables automated anomaly detection, custom alerts, and performance benchmarking across all key metrics without human involvement.
Trigger Conditions
2.2. Event-driven: Triggers on new sales data, ad spend milestones, or inventory changes.
2.3. Manual: User-initiated dashboard refresh or re-sync action.
2.4. API/Webhook: Triggered by external system or client request.
Platform Variants
• Feature/Setting: API v4 Reporting — automate pulling e-commerce KPIs like sessions, revenue, conversion rates.
3.2. Shopify
• Feature/Setting: Admin API — automate extracting orders, product, and customer metrics.
3.3. WooCommerce
• Feature/Setting: REST API — automate sales, product, and inventory data extraction.
3.4. Klaviyo
• Feature/Setting: Metrics API — automate collecting campaign and flow performance metrics.
3.5. Facebook Ads
• Feature/Setting: Marketing API Insights — automate pulls of ad spends and ROAS.
3.6. Google Ads
• Feature/Setting: Google Ads API — automate downloading campaign, adgroup, and conversion data.
3.7. Mailchimp
• Feature/Setting: Reports Endpoint — automate email marketing KPI aggregation.
3.8. Salesforce
• Feature/Setting: Reports & Dashboards API — automate sales pipeline metric extraction.
3.9. Stripe
• Feature/Setting: Balance & Charges API — automate financial, payment, and refund metrics.
3.10. QuickBooks
• Feature/Setting: Reports API — automate revenue, sales, and customer financial reports.
3.11. HubSpot
• Feature/Setting: Analytics API — automate deals, marketing insights, and contact data.
3.12. BigCommerce
• Feature/Setting: Storefront API — automate sales and performance data integration.
3.13. Amazon Seller Central
• Feature/Setting: MWS Reports API — automate order and sales metrics extraction.
3.14. Magento
• Feature/Setting: REST API — automate e-commerce KPIs, product performance, inventory numbers.
3.15. Power BI
• Feature/Setting: Dataflows API — automate feeding data into live visual dashboards.
3.16. Tableau
• Feature/Setting: REST API — automate dashboard refresh and publishing based on new data.
3.17. Google Data Studio (Looker Studio)
• Feature/Setting: Data Sources Connector — automate live data synchronizations.
3.18. Zapier
• Feature/Setting: Webhooks & Integrations — automate multi-app flows for reporting.
3.19. Slack
• Feature/Setting: Incoming Webhooks — automate dashboard sharing or KPI alerts.
3.20. Monday.com
• Feature/Setting: API & Dashboards — automate project and metric reporting.
3.21. Notion
• Feature/Setting: Database API — automate storing snapshots or presenting key sales insights.
3.22. Google Sheets
• Feature/Setting: Sheets API — automate writing and updating live KPI sheets.
Benefits
4.2. Automated error elimination vs. manual spreadsheet handling.
4.3. Automates delivery of visualized insights, boosting decision speed and clarity.
4.4. Automating metric distribution, enabling scalable performance management.
4.5. Automated anomaly and trend detection via real-time data flows.
4.6. Automator enables white-label, client-specific automated reporting at scale.
4.7. Automatedly aligns all stakeholders with up-to-date performance data.
4.8. Frees human capital for high-value strategy, not copy-paste or manual data gathering.