Report in Telegramby 08:00

We build processes in n8n, Make or Python: data from the CRM, bank and spreadsheets is calculated, checked and delivered to where people expect it.

Example: the morning report

At 08:00 the system pulls deals from the CRM, the bank statement and stock from spreadsheets, calculates margin and KPIs, and AI writes the takeaways. The director gets a summary in Telegram and a PDF by email.

n8n · morning-report.json
Every day08:00CRMdeals, last 24hBankstatement & paymentsSheets / 1Cstock, planFormula enginemargin, KPI, bonusesAI analysttakeaways & risksTelegramsummary to the directorEmailPDF reportEvery day08:00CRMdeals, last 24hBankstatement & paymentsSheets / 1Cstock, planFormula enginemargin, KPI, bonusesAI analysttakeaways & risksTelegramsummary to the directorEmailPDF report

What we automate

  • Morning report

    Revenue, margin, stock, plan vs. actual — at 08:00 in Telegram, with AI comments.

  • Payroll & bonuses

    Calculated by formula from CRM and timesheets; the payroll sheet is ready to pay out.

  • Payment reconciliation

    Bank statement vs. invoices. Mismatches go straight to the accountant's chat.

  • Leads into CRM

    Website, ads, messengers → deal, task for the manager, reminder.

  • Documents

    Contracts, invoices, statements and proposals from templates — on a button press or automatically.

  • Prices & stock

    Scraping competitors and marketplaces, repricing by your rules.

  • Paperwork recognition

    Photos of receipts and waybills become rows in your accounting system.

  • Monitoring

    Rates, tenders, mentions, outages — an alert when the event happens.

Tools

We use a no-code builder when it is enough and write code when it is not.

  • n8n
  • Make
  • Zapier
  • Python
  • Google Sheets
  • Airtable
  • Notion
  • PostgreSQL
  • Supabase
  • Redis
  • HubSpot
  • Telegram
  • Gmail
  • Docker
  • Ollama
  • Hugging Face
  • 1С
  • amoCRM
  • Bitrix24
  • REST / Webhooks

Connected to the rest

An agent's call creates a deal, the deal goes into the calculation, the calculation into the morning summary.

Client calls14:02Agent talks14:02–14:06Deal in CRM14:06Telegram to manager14:06Day totals23:00Summary to director08:00Client calls14:02Agent talks14:02–14:06Deal in CRM14:06Telegram to manager14:06Day totals23:00Summary to director08:00

Describe your task

Within one business day we send a plan, a timeline and a budget range. A call only if you want one.