An introduction to automating your reporting processes with Zapier

Now that you have taken the time to simplify and automate your marketing, sales, operations, and finance processes, it’s crucial to understand how all of these key areas perform against key performance indicators (KPIs) and metrics. Businesses can only make good decisions if they have up-to-date and accurate reporting information to hand. If this information is available instantly, you won’t have to spend hours downloading and manipulating data to present it to key decision-makers; they will have top-level critical data on demand.

With advances in technology, businesses no longer have to rely on hand-produced bar graphs and charts to visualize business performance data. Spreadsheet tools have become advanced reporting tools in themselves, allowing complex calculations and data manipulation. Many of the apps that we use for various business functions have their own reporting modules. which enable businesses...