Automated reporting & alerts The numbers you need, when you need them.
Daily and weekly digests pulled from every system and delivered to WhatsApp or email — and an alert when something is off: low stock, a late payment, a stuck order.
Most reports are assembled by hand from three exports and a spreadsheet, so they arrive late or not at all. A flow pulls the numbers from each system on a schedule, checks them against the thresholds you care about, and sends a short digest where you will actually read it.
What we build
- A morning digest for owners and managers
- Month-end packs assembled for you
- Alerts for low stock, overdue invoices and stuck orders
- Dashboards fed by clean, current data
Every day, 8:00 AM → Digest sent
- TriggerEvery day, 8:00 AMOn a schedule
- ActionPull yesterday’s numbersPOS, Shopify and Xero
- RuleCheck thresholds1 alert · low stock
- OutcomeDigest sentWhatsApp · LKR 418,250 · 132 orders
Often the first flow in these industries.
Do we need a BI tool or dashboard?
Not to start. Many owners only want a short morning message. When you do need dashboards — Looker Studio, Power BI or similar — the same flows keep their data clean and current.
Which numbers can be included?
Anything your systems hold: sales, orders, cash, stock, overdue invoices, pipeline. We agree the list with you and change it as you go.
Can alerts go to different people?
Yes. Low stock to the warehouse, overdue invoices to finance, the summary to the owner — each in their own channel.
Bring us one process that frustrates your team.
In a Flow Audit we map how it really runs, show where it leaks, and tell you honestly what is worth automating — with a fixed quote for the work.