Automate your reporting workflows by pulling data from multiple sources, generating formatted reports, and distributing them to stakeholders on schedule.
Key benefits of automated report generation
See how this automation works step by step
Trigger
Scheduled time or on-demand request
Query data from sources
Aggregate and transform data
Generate report document
Apply formatting and charts
Send to distribution list
Store in archive
Update dashboard
Output
Report generated and distributed
Common implementations of this use case
Weekly sales reports
Monthly KPI dashboards
Executive summaries
Client reporting
Build your first workflow today
Start with a automated report generation template or build from scratch
Authenticate with the apps you need via OAuth or API key
Modify triggers, actions, and logic to match your process
Turn on your workflow and watch it run automatically
Frequently asked questions about automated report generation
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Start building your workflow today. Free tier available.