Free template · Reporting & Analytics

Get your Friday afternoon back.

Pulls the 12 numbers that actually matter from across your stack and posts a digest at 4pm Friday. The report you used to build manually for an hour, in your inbox before you ask.

Setup time ~30 minutes
Run cost ~$0.05/mo (4 runs)
Validation Tested + ready to run
License Free, yours forever

One snapshot. Four sources merged.

  1. 1
    Schedule Trigger — every Friday at 4pm
    Cron expression: 0 16 * * 5. Fires off the four parallel data fetches at the same time so the whole workflow finishes in under a minute.
  2. 2
    Fetch CRM, PM, Accounting, Marketing — 4 HTTP Requests
    Four parallel HTTP Request nodes pull this week's data from your CRM (HubSpot, Salesforce, Pipedrive, Follow Up Boss), your PM tool (ClickUp, Asana, Monday, Linear), your accounting software (QuickBooks, Xero, FreshBooks), and your marketing platforms (Google Ads, Meta Ads, Klaviyo, HubSpot Marketing). Replace each URL and bearer token.
  3. 3
    Compute Weekly Metrics — Code
    A JavaScript node merges the four payloads into one object: closes, GCI, projects shipped, AR outstanding, cash collected, ad spend, ROAS. Compares against a 4-week trailing average and flags anomalies (closes down 25%, ROAS dropped, AR climbed).
  4. 4
    Write Narrative — OpenAI
    Uses gpt-4o-mini to write two short paragraphs: what happened this week and what to look at next. Ends with a one-line watch list. Roughly $0.0005 per run.
  5. 5
    Post to Slack
    Posts the narrative plus a clean bullet list of the raw numbers to your team channel. Uses Slack OAuth credentials.
  6. 6
    Email Digest — Gmail
    Sends the same content as a formatted HTML email to your distribution list. Use this for stakeholders who do not live in Slack.

Vertical-specific framing

Real estate team
Pulls closed deals from Follow Up Boss, listings shipped from your transaction software, GCI from QuickBooks, lead spend from Google Ads. Sends to brokers and team leads.
Agency or professional services
Pulls signed contracts from HubSpot, projects shipped from ClickUp, invoices and AR from Xero, ad spend from Meta. Sent to founders and account leads on Friday afternoon.
E-commerce
Pulls orders and revenue from Shopify, fulfillment status from your 3PL, AR from QuickBooks, ROAS from Klaviyo and Meta. Posts to founders and the marketing channel.
Home services
Pulls jobs closed from ServiceTitan or Housecall Pro, work orders shipped, invoices sent, lead spend from Google Local Service Ads. Goes to the owner Friday at 4pm.
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Four accounts. Free or close to it.

n8n Free self-hosted, or n8n Cloud starting $20/mo
OpenAI API key Pay-as-you-go, ~$0.0005 per weekly run
Slack workspace Free for basic posting via OAuth
Gmail or Outlook OAuth credentials, sends from your account

What this is worth, conservatively

Time spent assembling weekly reports manually 90 to 120 min/week
Time spent after this workflow runs 5 min to skim
At a $75/hr operations rate $110 to $145/week saved
Annualized ~$5,700 to $7,500
Cost to run this template forever ~$3/year

Numbers based on a small ops team building one weekly digest by hand. Real savings vary with how many sources you currently reconcile.

Related

Want this customized to your stack?

If you'd rather have us wire this to your actual CRM, PM tool, accounting software, and ad accounts, set up the Slack channel, and hand it back working, that's our $9,000 reporting build. 2 to 4 weeks.

Book a 15-min walkthrough