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Consolidate operational data into a spreadsheet

What does this automation do?

This automation retrieves and consolidates operational data from various teams into a centralized spreadsheet. This facilitates easy tracking, analysis, and improved workflow management. The automation can be scheduled to run at specific intervals, such as the end of a day or reporting cycle.

Spreadsheet
Data Integration Platform

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How does the implementation work?

Here is our 5-step process for turn-key automation:

  1. We assess your needs and verify that the automation does what you expect.
  2. We map out the systems you currently have in place, and identify any additional needs.
  3. We send you a proposal for implementation.
  4. We implement the automation.
  5. We provide documentation and training for the automation.
What processes this automates

Tracking Key Performance Indicators (KPIs)

Automatically gather KPI data from different teams or departments, providing a comprehensive overview of organizational performance in a single, accessible location.

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Monitoring project progress across multiple teams

Aggregate project status updates and task completion data, enabling project managers and stakeholders to quickly assess overall progress and identify potential bottlenecks.

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Consolidating sales or customer support metrics

Combine data from various sales or support teams, offering a unified view of performance, identifying top performers, and highlighting areas for improvement.

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Generating reports for management review

Automate the creation of regular reports by pulling relevant data into a pre-formatted spreadsheet, saving time and ensuring consistent reporting across periods.

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Analyzing team resource allocation

Track how teams are spending their time or resources across different projects or tasks, facilitating better resource allocation and identifying potential inefficiencies.

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