← Automations›Internal Reporting

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The problem

    How it works

    Click a node above to see what happens at that step

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    What you get

    A complete package — not just a workflow

    Every build includes everything you need to run and maintain it yourself.

    The build

    • Mini process audit — we map your current reporting before building anything
    • n8n workflow: data pull → compile → format → commentary → distribute
    • Integration with your source systems: practice management, accounting, CRM, custom databases
    • Commentary layer: plain-language narrative on the numbers, not just the numbers
    • Distribution: the right report to the right person via the right channel

    The handover

    • Standard Operating Procedure: how the workflow operates end to end
    • User guide: how to adjust metrics, add new reports, change distribution
    • Implementation guide: tested against your actual data before go-live
    • Reporting dashboard: see every scheduled report and its status
    • 30-day monitoring period and optional ongoing retainer
    Keep it working as your reporting needs change

    Metrics change. New reports get requested. Source systems evolve. A retainer keeps the reports current and adds new ones as leadership requests them.

    from £250/monthCancel anytime

    Ready to stop building reports by hand?

    A free 15-minute call is enough to tell you whether this fits your setup and what it would cost.

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