Take the agreed reporting period.
At the scheduled time, read the approved records for a defined week or month.
A clear source and date range
BUSINESS AUTOMATION / SCHEDULED BUSINESS REPORTING
Weekly business reports
Your regular report starts with copying and pasting.
Calculate agreed figures from structured records and send a scheduled summary with a link back to its source.
WORKING DEMOSample data only
Try the workflow.
Change the input. Run the example. See what happens.
01 / YOUR SAMPLE INPUT
Try a zero count, then leave a day blank. Zero and missing data are handled differently.
Your result appears here when you run the example.
This demo runs locally in your browser. Nothing is sent or saved to a business account. A commissioned workflow connects your agreed applications after testing and approval.
CDM SETUP FEE
Setup: individually quoted
Configuration, agreed testing, instructions and handover. You approve the scope and fee before work starts.
YOUR CHOICE
Support: optional, quoted separately
Choose an agreed maintenance allowance or manage the workflow using your handover notes.
PAID TO YOUR SUPPLIERS
Software and usage: separate
Subscriptions and usage charges belong to your own accounts. These are not CDM’s setup or support fee.
See the running-cost allowance ↓THE WORKFLOW, STEP BY STEP
From scattered records to a readable summary.
Agreed calculations and source references help you understand the report. Missing data stays visible.
Follow the steps, at your pace.
Illustrations explain the process. They are not a live activity feed.Check before calculating.
Validate required fields and use fixed calculation rules. Flag missing or inconsistent records instead of inventing a result.
Figures with visible limitations- Human decision
Send a summary you can review.
The report goes to approved recipients with source references. The owner reviews exceptions and decides what action to take.
A useful starting point for a decision
Where you stay in control
You agree definitions, cut-off dates and recipients, keep source records accurate and review exceptions. Business decisions remain yours. Changes to a calculation need review and testing.
Stop rules: Invalid or incomplete inputs produce a visible exception. A report period has one delivery reference to prevent duplicate sends. Totals use deterministic calculations, not AI estimates.
Trigger and actions — the detailed workflow
The agreed weekly or monthly reporting time arrives.
- Read the agreed records for a defined reporting period.
- Validate required fields and calculate totals using fixed rules.
- Send the summary to approved recipients, or flag missing data instead of inventing a result.
What you provide and which applications can connect
- Structured source records, sample reports and definitions for each figure
- Read access to the source and permission to send to the chosen recipients
- Reporting period, timezone, treatment of missing/duplicate records and rounding rules
Excel tables or Google Sheets, Microsoft Lists or a compatible CRM, with Outlook or Gmail. Sources must offer suitable structured access.
Connections depend on subscription, permission and compatibility checks. Use named access in your own accounts; do not send passwords in an enquiry.
Setup deliverables, testing and handover
- Agree a small set of figures and their calculation rules
- Build and reconcile the report against a hand-checked sample
- Test missing data, duplicate records and interrupted delivery
- Document failure handling, controlled retries and a manual fallback
- Provide the workflow map, configuration notes and a handover walkthrough
Extra sources, additional connections, historical data cleanup and later changes may need a separate quote. Your proposal confirms the included scope before work starts.
SETUP, RUNNING COSTS & OWNERSHIP
Know the cost. Keep control.
Start with the applications you already use. Review the setup cost, running costs and handover together before you decide to go ahead.
A quote built around your working day
Show me the task you want to improve. I’ll map the steps and quote for connecting your applications, checking the workflow and showing you how to use it. You can review the cost before committing.
Paid data/API access or larger usage allowances may be required. Reporting from invoices or accounting platforms needs separate assessment.
Ownership and handover
Your written quote confirms what is included, responsibilities, exclusions and any applicable VAT. Your accounts belong to you, with subscriptions normally paid directly to suppliers.
You receive a workflow map, configuration notes, template copies and a walkthrough. Access is granted through your accounts, with the permissions needed for the job. We agree how CDM access is removed or retained at handover.
Running costs are separate
- Automation platform subscription and usage allowance
- Additional email accounts or software upgrades
- Paid CRM/API access, forms, electronic signatures, SMS, storage or document processing where required
- Optional CDM maintenance with agreed limits and response arrangements
- Future changes, extra workflows or increased usage
For planning, allow approximately £10–£30/month for a small Make-based workflow, excluding existing application subscriptions and CDM maintenance. This is an indicative allowance, not a supplier quote or a guaranteed ceiling. Check current Make plans, usage, currency, billing term and taxes before purchase.
Care after handover
Your team owns day-to-day status updates and reviews failed runs. Optional maintenance can cover agreed monitoring, connection checks and small changes; scope and limits are written into the proposal. Without maintenance, the handover explains how to pause, retry and recover manually. These five starting workflows do not require runtime AI. Any later AI processing needs a separate explanation of purpose, review and charges.
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