A business dashboard that updates itself every morning
Every month, someone spends two days pulling figures out of three systems and pasting them into a spreadsheet. By the time the report arrives, the month is long over. You're deciding on out-of-date numbers.
Sound familiar?
If two of these sentences get said in your company, this process is costing you money every week.
- The monthly report is built by copy-paste and arrives too late to act on.
- Everyone has their own spreadsheet, and two people quote different figures in the same meeting.
- Nobody knows where the clients who sign come from.
- The month gets judged on gut feeling.
How we do it
We choose the four or five numbers that matter
No more. For an estate agency: enquiries by source, cost per enquiry, viewings per completed sale, time to completion. In your business, it'll be different numbers. Nobody reads a dashboard with thirty indicators.
We pull them from your software
Your CRM, your portals, your accounts. If one of them won't let anything out, we sort that first: it's often the real work behind a dashboard.
The dashboard updates itself
Every morning, with nobody touching it. And every number shows where it comes from: meetings are about decisions, no longer about whether the figure is right.
A rough order of magnitude
2 days to build the report × 11 months
= 22 days a year building spreadsheets
Where we apply it
Consulting and engineering
Bids, candidate pipeline, project staffing.
See the sectorReal estate
Leads, transaction files, incidents and meetings.
See the sectorDistribution and wholesale
Email orders, locked stock data, order tracking.
See the sectorLogistics and transport
CMRs, proof of delivery, shipment tracking.
See the sectorTravel & hospitality
Bookings, guests, occupancy up to date.
See the sectorStart tonight, without us.
Four short how-tos, with the full prompts. We road-test them on client work before publishing. Free, no sign-up.
Set up your AI in 20 minutes
The first move: give it your context once.
20 min · once · no technical skillsOpen the workshop1:1s that prepare themselves
Everything gets transcribed, an agent files it, your check-ins prepare themselves.
20 min to set up · then 2 min before each check-inOpen the workshopEmails written in your voice
It learns your style from your sent mail, and drafts your replies.
20 min for the style · 10 more for the automationOpen the workshopYour company context, written down
What the AI needs to know about your company, written once and maintained.
20 min for v1 · then 15 min a weekOpen the workshopYour company already generates data. Make it generate margin.
Thirty minutes to identify the first process worth automating. You leave with an answer, whether you hire us or not.
Request your audit30 minutes · no commitment