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You will get a weekly KPI and ops report automation
Project details
I build weekly KPI and ops report automations in Zapier for agencies, coaches, consultants, and other service businesses that need clear weekly visibility without manual reporting.
This workflow runs every Monday, pulls data from tools like Google Sheets, ClickUp, and Slack, calculates key weekly metrics, classifies the week by status, sends the right Slack update, and records everything in an audit log.
It is designed to reduce manual work, highlight overdue items or missing invoice activity, and make weekly reporting more consistent and easier to track.
I can also adapt this setup to equivalent tools if your stack is different from the one shown in this example.
This workflow runs every Monday, pulls data from tools like Google Sheets, ClickUp, and Slack, calculates key weekly metrics, classifies the week by status, sends the right Slack update, and records everything in an audit log.
It is designed to reduce manual work, highlight overdue items or missing invoice activity, and make weekly reporting more consistent and easier to track.
I can also adapt this setup to equivalent tools if your stack is different from the one shown in this example.
What's included
| Service Tiers |
Starter
$99
|
Standard
$179
|
Advanced
$299
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Revisions | 1 | 2 | 3 |
Number of Pages | 1 | 1 | 1 |
Design Customization | - | - | - |
Content Upload | - | - | - |
Responsive Design | - | - | - |
Source Code | - | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$30 - $75
Additional Revision
+$30
Extra KPI source
(+ 2 Days)
+$50Frequently asked questions
About Alexander
Business Process Automation (Zapier-based)
Chiang Mai, Thailand - 1:26 am local time
Typical outcomes: fewer manual steps, faster response times, cleaner CRM data, and consistent client communication.
You get a working automation, tested workflows, clear documentation, and a clean handoff.
What I build in Zapier:
▪︎ Lead capture → CRM → qualification → follow-up workflows, adapted to your current tools
▪︎ Client onboarding workflows across email, chat, file storage, task management, and internal handoff
▪︎ Finance ops automations for invoices, reminders, payment-status sync, and record updates
▪︎ Ops reporting, alerts, and audit trails for better visibility across your workflows
▪︎ Support intake, routing, SLA reminders, and team notification workflows
▪︎ Data hygiene workflows: deduplication, tagging, validation, and enrichment-ready pipelines
▪︎ Webhook-based integrations and reliable “glue” between the tools you already use
▪︎ AI onboarding assistants with FAQ resolution, human handoff, transcript logging, and follow-up
How I work (fixed-price friendly): I map your process and edge cases → build in Zapier → test → document → handoff.
Core stack: Zapier (Paths, Filters, Formatter, Webhooks), HubSpot, Slack, Gmail, Stripe, Google Drive, ClickUp, Zoho Desk, Zapier Tables, Airtable, Google Sheets, or equivalents.
If you’re looking for a practical automation setup that saves time and reduces manual work, let’s discuss it.
Steps for completing your project
After purchasing the project, send requirements so Alexander can start the project.
Delivery time starts when Alexander receives requirements from you.
Alexander works on your project following the steps below.
Revisions may occur after the delivery date.
Review tools, data structure, and reporting rules
I check your apps, KPI definitions, and reporting goals before building the workflow.
Build the weekly reporting automation in Zapier
I set up the schedule, KPI logic, routing, Slack reporting, and Google Sheets logging.