Automatically send out dashboard/reports on a scheduled basis

Andy HR

Hi, I've produced several dashboards and reports that I need to send around the business on a semi-regular basis, or to external stakeholders. I'd like to have Pipedrive do that for me, for example, sharing our 'Key Metrics' dashboard as a pdf every Friday morning at 9am. A simple email subscription would probably be fine for this. This could also be useful for some stakeholders on an individual report level too.

Amit Sarda (AmitSarda.xyz)

I would suggest considering Coupler or Flatly to build a data pipeline that will allow you to build the required reports in Tableau or Looker Studio. There you can set up automated emails.

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