Inbound lead router and enricher
Every inbound lead lands enriched, scored, assigned, and acknowledged inside ninety seconds, whichever channel it arrived through.
Monthly client reports assemble themselves from source systems, with the commentary drafted and a human approving before anything sends.
The problem
Reporting week eats two days. Somebody exports six dashboards, pastes them into a deck, writes the same four paragraphs with different numbers, and sends thirty near identical emails.
Schedule on the second working day of each month.
The build
Every source queried for the reporting window, with the prior period alongside for comparison.
Period on period and year on year, with statistical noise flagged so a 2 percent wobble is not written up as a trend.
Charts generated server side to a fixed house style, so every client report looks like it came from the same company.
A model writes the commentary from the actual numbers, constrained to reference only figures present in the data.
The account owner sees the assembled report with the draft commentary and edits before it goes anywhere.
Approved reports send to the client distribution list and file into the client folder automatically.
The guard rails
This is the part that separates an automation that runs for years from one that quietly corrupts your data for a month.
Honest limits
You have three clients. Three reports is an afternoon, and the automation will cost more than the afternoon for at least a year.
Related builds
Every inbound lead lands enriched, scored, assigned, and acknowledged inside ninety seconds, whichever channel it arrived through.
Overdue invoices chase themselves on a schedule that escalates in tone, and stop the moment payment clears.
PDFs, scans, and photographed paperwork arrive by email and come out the other side as validated structured records in your system.
Send the form and we come back within 24 hours with a fixed price, a scope, and a date.