Reporting Pipelines

The internal reports your team rebuilds every week - sales summaries, ops health, EOD wraps, board roll-ups - generated on a cron and delivered into the channels people actually read. Once. Reliably.

What the managed workflow does

Pulls every system on schedule

CRM, ERP, analytics, warehouse - read at the same point-in-time so the report is consistent, not racing against itself.

Generates on a cron

21 runs a week or 1 - daily 8AM / 12PM / 5PM, weekly board roll-ups, ad-hoc fires when a metric crosses a threshold.

Delivers to the right channel

Slack channels for daily ops, email lists for execs, PDFs to S3 for the board pack, live Google Sheets for the analyst team.

Watches itself

Every run logs its inputs, outputs, and runtime. If a report misses or arrives stale, the pipeline pages - not the reader.

Scheduled clockwork - 21 runs a week, in the channels people read

21 RUNS/WK · 4 CHANNELS · 100% ON-TIME · 60D

Source systems pulled

CRM · Salesforce · HubSpotERP · NetSuite · QuickBooksAnalytics · GA · MixpanelWarehouse · Snowflake · BQ

Channels delivered to

Slack channels + DMsEmail distribution listsPDF · S3 + shared drivesSheets · live tabs

Source systems pulled

CRM. Salesforce, HubSpot - pipeline, ARR, opportunity health.
ERP. NetSuite, QuickBooks - bookings, billings, AR aging.
Analytics. GA, Mixpanel, Amplitude - daily activation, retention, funnel snapshots.
Warehouse. Snowflake, BigQuery - joined queries that don't run on the operational systems.

Channels delivered to

Slack. #ops-reports, #sales-daily, owner DMs - formatted as messages, not links to a dashboard.
Email. Distribution lists for execs and board observers - HTML or PDF attachment.
PDF + cloud storage. Versioned, dated, S3 or Drive - board materials and audit trail.
Live Sheets. Append-only tabs for analysts who want the data, not the narrative.

What you get, every week