Reporting Automation for a SaaS Company

Integration of 5 systems into automated weekly reports. Saving 20 hours per month.

SaaS startup

SaaS startup

Project client

Challenge

A startup with 30 employees. Every week, the team spent 5 hours manually collecting data from Google Analytics, HubSpot CRM, Stripe, Slack, and an internal dashboard. Data was copied into Google Sheets and formatted by hand.

Solution

An automated pipeline in Make:

  1. Data collection from all 5 systems via API
  2. Aggregation and transformation in Google Sheets
  3. AI-generated summaries of key metrics and trends
  4. Automatic delivery to Slack and email every Monday at 8:00 AM

Results

  • 20 hours per month saved
  • Zero errors in data (no more manual copying)
  • Real-time dashboards instead of weekly snapshots
  • AI insights — automatic alerts for anomalies

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