Automated reports triggered by time

gk

I'd like to have automations that trigger counts at specific time periods. I specifically want the reports to be published on Slack

Example use case:

A report published on Slack of my pipeline statuses and changes at the end of the day.

• How many deals do I have at a Stage A in Pipeline X
• How many deals moved from Stage A to B
• What is the sum of the value of the deals in Stage B

Amit Sarda (AmitSarda.xyz)

I would suggest considering Coupler or Flatly to build a data pipeline.

You can read more about building a data pipeline for Pipedrive in this article.

With either Data Studio or Tableau online, you can get reports on email.