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    Data & reporting templates

    35 templates to get started in minutes, with a step-by-step guide and no code.

    Google Analytics AI analysis with actionable advice

    Google Analytics AI analysis with actionable advice

    An AI reads your Google Analytics 4 data every week, explains what happened, spots anomalies and emails you a prioritized list of advice.

    Edit Fields
    End
    Executescript
    Openai Access
    +2
    New
    WorkflowView template
    Daily Google Analytics PDF report by email

    Daily Google Analytics PDF report by email

    Every morning it queries Google Analytics 4, builds a PDF report with yesterday metrics, top pages and channels and emails it.

    Edit Fields
    End
    Executescript
    Generatepdf
    +2
    New
    WorkflowView template
    Logistics panel: all your shipments and carriers in one dashboard

    Logistics panel: all your shipments and carriers in one dashboard

    Dashboard with KPIs, charts, filters and a side detail panel per shipment, fed by automatic tracking of DHL, FedEx, UPS, SEUR, Sendcloud, Shippo and EasyPost.

    Dhl Get Tracking
    Easypost Get Tracking
    Fedex Get Tracking
    Form Trigger
    +14
    New
    WorkflowView template
    PIM catalogue quality dashboard (Akeneo)

    PIM catalogue quality dashboard (Akeneo)

    Every morning it scores the quality of each product in your PIM and shows it in a dashboard with KPIs, charts, filters and a side detail panel per product.

    Data Store Add
    End
    Executescript
    Iterator
    +2
    New
    WorkflowView template
    Generic scraping: extract data from any website into a Data Store with change alerts

    Generic scraping: extract data from any website into a Data Store with change alerts

    Base template: you give a URL and the CSS selectors of what you want to extract, and the workflow stores each reading in a Data Store and alerts you if any value changes.

    Data Store Add
    Data Store Filter
    Decision
    End
    +5
    New
    WorkflowView template
    Weekly SSL and domain audit with email report and expiry alert

    Weekly SSL and domain audit with email report and expiry alert

    Every Monday it checks the domain list in your Google Sheets, verifies SSL certificate and domain expiry, and emails you a report with alerts if anything expires in under 30 days.

    Read as Objects
    Decision
    End
    Executescript
    +3
    New
    WorkflowView template
    Weekly Google Analytics PDF report by email

    Weekly Google Analytics PDF report by email

    Every Monday it summarizes the last week of Google Analytics 4 against the previous one in a PDF with metrics, pages and channels, and emails it.

    Edit Fields
    End
    Executescript
    Generatepdf
    +2
    New
    WorkflowView template
    Customer satisfaction survey with results dashboard

    Customer satisfaction survey with results dashboard

    A 1-to-5 rating form with comments, an automatic alert on low scores and a dashboard with average, distribution and latest comments.

    Form Trigger
    Data Store Add
    Decision
    End
    +2
    New
    WorkflowView template
    Daily ev4 ERP catalogue snapshot in a Data Store

    Daily ev4 ERP catalogue snapshot in a Data Store

    Every night it reads your ev4 ERP catalogue and stores a snapshot of the day in a Data Store, giving you history and the ability to compare changes.

    Data Store Add
    End
    Ev4 Client
    Executescript
    +1
    New
    WorkflowView template
    Weekly ev4 ERP catalogue digest by email

    Weekly ev4 ERP catalogue digest by email

    Every Monday it reads your ev4 ERP catalogue and emails a table with the items and their total.

    End
    Ev4 Client
    Executescript
    Send Mail
    +1
    New
    WorkflowView template
    PDF invoice to Excel, sent by email

    PDF invoice to Excel, sent by email

    Turn each PDF invoice into an Excel file with its lines, net, VAT and total, and email the download link to accounting.

    Base64 To File
    Webhook
    End
    Executescript
    +5
    New
    WorkflowView template
    PDF invoice to a Google Sheets row with AI

    PDF invoice to a Google Sheets row with AI

    Receive a PDF invoice, AI extracts supplier, tax ID, number, date, net, VAT, total and lines, validates the amounts and adds a row to your sheet.

    Append Rows
    Base64 To File
    Webhook
    End
    +4
    New
    WorkflowView template
    Receipt photo to Google Sheets with vision AI

    Receipt photo to Google Sheets with vision AI

    Send a photo of a receipt: Gemini vision AI reads merchant, date, amounts and lines, validates them and logs them as an expense in your sheet.

    Append Rows
    Webhook
    End
    Executescript
    +2
    New
    WorkflowView template
    Finnegans documents in Google Sheets

    Finnegans documents in Google Sheets

    Every night it dumps Finnegans documents to a Google Sheet with clean columns (number, date, customer, seller, status, amount), ready for pivot tables.

    Clear Range
    Write Sheet
    End
    Executescript
    +2
    New
    WorkflowView template
    Finnegans sales dashboard with KPIs, charts and per-document detail

    Finnegans sales dashboard with KPIs, charts and per-document detail

    Copies Finnegans documents to an interactive dashboard every night: revenue, average ticket, monthly trend, top customers and sellers, with search, a status filter and a side panel with each document's detail.

    Data Store Add
    End
    Executescript
    Finnegans List
    +2
    New
    WorkflowView template
    Monthly Holded sales report by email

    Monthly Holded sales report by email

    On the 1st of every month it adds up last month invoices in Holded and emails management a summary with total, invoice count and top customers.

    End
    Executescript
    Holded List Documents
    Send Mail
    +1
    New
    WorkflowView template
    Mercado Libre sales to Google Sheets

    Mercado Libre sales to Google Sheets

    Every 10 minutes it appends one Google Sheets row for each paid Mercado Libre sale.

    Append Rows
    Meli Get Orders
    Decision
    End
    +2
    New
    WorkflowView template
    Daily Mercado Pago collections report by email

    Daily Mercado Pago collections report by email

    Every morning it adds up the last 24 hours of approved Mercado Pago payments and emails you the summary.

    Mercadopago Get Payments
    End
    Executescript
    Send Mail
    +1
    New
    WorkflowView template
    Weekly Odoo sales orders summary by email

    Weekly Odoo sales orders summary by email

    Every Monday it reads the last 7 days of Odoo sales orders and emails management the total and the order list.

    End
    Executescript
    Odoo Api
    Send Mail
    +1
    New
    WorkflowView template
    Weekly summary of an Excel sheet in a Teams channel

    Weekly summary of an Excel sheet in a Teams channel

    Every Monday it reads an Excel sheet from OneDrive, counts the rows of the last week, sums an amounts column and posts it to Teams.

    Excel Read as Objects
    Teams Send Message
    End
    Executescript
    +1
    New
    WorkflowView template
    Web form to an Excel sheet in OneDrive (Microsoft 365)

    Web form to an Excel sheet in OneDrive (Microsoft 365)

    Every form submission is added as a new row in an Excel workbook in your OneDrive, with the header row created automatically.

    Excel Write Range
    Form Trigger
    End
    Executescript
    +2
    New
    WorkflowView template
    Save reports and files to OneDrive from a webhook

    Save reports and files to OneDrive from a webhook

    A URL you send a file name and its content (text or Base64) to, which saves it in your OneDrive and returns the link.

    One Drive Upload
    Webhook
    End
    Executescript
    +1
    New
    WorkflowView template
    PIM catalogue in Google Sheets with a quality score

    PIM catalogue in Google Sheets with a quality score

    Every night it dumps your PIM catalogue to a spreadsheet with a completeness % per product, so purchasing, marketing or suppliers can work without PIM access.

    Clear Range
    Write Sheet
    End
    Executescript
    +2
    New
    WorkflowView template
    Weekly email about incomplete products in the PIM

    Weekly email about incomplete products in the PIM

    Every Monday you get an email listing the PIM products missing mandatory data (image, description, price…), worst first.

    Decision
    End
    Executescript
    Pim access
    +2
    New
    WorkflowView template
    PrestaShop orders to a Google Sheets spreadsheet

    PrestaShop orders to a Google Sheets spreadsheet

    Every hour it appends your new PrestaShop orders to Google Sheets: date, reference, customer, amount, payment and status.

    Append Rows
    Presta Get Orders
    Decision
    End
    +2
    New
    WorkflowView template
    PrestaShop daily sales summary by email

    PrestaShop daily sales summary by email

    Every morning it emails you yesterdays PrestaShop orders: order count, revenue, average ticket and breakdown by payment method.

    Presta Get Orders
    End
    Executescript
    Send Mail
    +1
    New
    WorkflowView template
    Currency rate scraped from a website, with Google Sheets history and variation alert

    Currency rate scraped from a website, with Google Sheets history and variation alert

    Reads the dollar, euro or any currency rate from a web page, logs it in Google Sheets every day and alerts you on Telegram when it moves more than a set percentage.

    Append Rows
    Data Store Add
    Data Store Filter
    Decision
    +6
    New
    WorkflowView template
    Watch a competitor product price and alert when it drops below your threshold

    Watch a competitor product price and alert when it drops below your threshold

    Checks a competitor product page every few hours, extracts its price and alerts you on Telegram when it falls below the figure you set.

    Data Store Add
    Data Store Filter
    Decision
    End
    +5
    New
    WorkflowView template
    Daily weather report scraped from a website and sent by Telegram or email

    Daily weather report scraped from a website and sent by Telegram or email

    Every morning it reads your city weather from a web page and sends it to you by Telegram and email before the working day starts.

    End
    Executescript
    Http
    Send Mail
    +3
    New
    WorkflowView template
    Shopify orders to a Google Sheets spreadsheet

    Shopify orders to a Google Sheets spreadsheet

    Every new order in your Shopify store is added as a row in Google Sheets: date, order, customer, amount and payment status.

    Append Rows
    Webhook
    End
    Executescript
    +1
    New
    WorkflowView template
    Daily metrics summary on Slack from Google Sheets

    Daily metrics summary on Slack from Google Sheets

    Every business day it reads a Google Sheet, computes row count and total and posts the summary to a Slack channel.

    Read as Objects
    End
    Executescript
    Slack
    +1
    New
    WorkflowView template
    Tienda Nube orders to Google Sheets

    Tienda Nube orders to Google Sheets

    Every 15 minutes it appends to a Google Sheet one row for each new order in your Tienda Nube: date, number, customer, total and statuses.

    Append Rows
    Tiendanube Get Orders
    Decision
    End
    +2
    New
    WorkflowView template
    Daily Tienda Nube sales summary by email

    Daily Tienda Nube sales summary by email

    Every morning it emails you how many orders came into your Tienda Nube yesterday, how much was sold and the average ticket, with the order list.

    Tiendanube Get Orders
    End
    Executescript
    Send Mail
    +1
    New
    WorkflowView template
    Daily exchange-rate history

    Daily exchange-rate history

    Every day it fetches the US dollar exchange rates and stores one row per date in a Data Store, ready for reports and reconciliations.

    Data Store Add
    Edit Fields
    End
    Http
    +1
    New
    WorkflowView template
    Daily Shopify sales summary by email

    Daily Shopify sales summary by email

    Every morning it calculates yesterdays orders, total sales and average order value in Shopify and emails them to you.

    Shopify Get Orders
    End
    Executescript
    Send Mail
    +1
    New
    WorkflowView template

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