Visibility
Ops Reporting & Alerts
One honest weekly page instead of five dashboards nobody opens.
- Typical build2 weeks
- Steps5 in the run
- Plugs into4 of your systems
Once automations are running, the next question is always the same: what did they actually do this week, and is it working?
This is the reporting layer. It reads from the systems you already use, produces one page a human wants to read, and raises an alarm when a number moves in a way you told it to care about.
How it works
One run, from the moment it starts to the moment you see it
The panels below are diagrams, not screenshots — every automation is built into your own systems, so the real screens are yours.
Bookings are up on last week, mostly from calls taken after 18:00.
- Invoice no.INV-20418
- Date14 Mar
- Net1,240.00
- Tax248.00
- Total1,488.00
- PO numberneeds a human
- Response time crossed 5 mintwo enquiries waiting since 08:41
- Quote 1042 has gone quietsent 6 days ago, no reply
- Waiting list filled Thu 14:00cancelled slot, refilled in 4 min
- Needs youContract query from Halverson2 min
- Draft readyRe: order #40128 delivery date9 min
- Draft readyRe: availability week of the 14th14 min
- FiledSupplier statement — March21 min
- FiledNewsletter: trade price update38 min
- Contact
- D. Whitfield
- Stage
- Site visit booked
- Source
- After-hours call
- Recording
- call-40128.mp3
-
01
The numbers that actually run the business
Pulled from the CRM, the accounts and the spreadsheets nobody has got round to migrating.
-
02
One page, in plain language
With the reason each number moved, not just the number and an arrow.
-
03
Real-time alarms on your lines
You set the threshold; it watches it and says something the moment it is crossed.
-
04
What the automations did, and what they escalated
So "is this actually working" has an answer instead of a feeling.
-
05
It arrives where you already read
Slack, Teams or email, on a schedule, without anyone opening a dashboard.
What it does
Everything it handles without being asked twice
Pulls the numbers that actually run your business into one place.
Writes the summary in plain language, with the reason for each move.
Alerts in real time when something crosses a line you set.
Shows exactly what the automations handled and what they escalated.
Arrives on a schedule, in the channel you already read.
Where it stops
The limits are part of the build
An automation that will not admit what it does not know is a liability, not an asset. These boundaries are agreed with you during the build and written into the system — not bolted on after the first bad conversation.
- It reports what the systems say, including when that is unflattering.
- It will not smooth over a gap in the data — a hole is shown as a hole.
- No number on the page is one we cannot trace back to a source.
What it plugs into
Your tools, not a platform you have to move onto
We build against the systems you already pay for. If you stop working with us, everything keeps running and you hold the keys.
- Your CRM & accounting
- Spreadsheets and ops databases
- Slack / Teams / email
- Scheduled jobs
Automations that pair well with this one
Most clients start with one and add the next once it has paid for itself.
Voice
AI Voice Receptionist
Every call answered on the first ring, day or night, in the caller's own language.
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Speed to lead
Instant Lead Responder
Every enquiry gets a real, specific reply in under sixty seconds.
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Booking
Appointment Setter & Reminder Engine
A full diary, and far fewer people who simply do not turn up.
Read moreWho we build it for
The sectors where this one is usually the first automation worth doing. Each page says which problem it removes there.
Carriers, brokers, 3PL
Logistics & Freight
Less time on check calls and paperwork, more time on the load board.
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Product teams, founders, support leads
SaaS Companies
Deflect the repetitive tickets and put engineering back on the roadmap.
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Agencies, studios, freelancers at scale
Digital & Marketing Agencies
Take on more clients without hiring another account manager.
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Legal, accounting, consulting, insurance
Professional Services
Get the billable hours back from intake, admin and document handling.
Read more