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Operations · Reports & digests

KPI Collection and Narrative Reporting

Starts when: Every Monday, with a monthly roll-up on the first business day

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Free plan · Outcome verification included · You approve every connection

How it runs

Six stages, from the moment it starts to the checks that keep running afterwards.

  1. It starts

    Every Monday, with a monthly roll-up on the first business day

  2. Awish plans it and asks for each app

    The apps it needs are connected one at a time, with your permission, before anything runs.

  3. It does the work

    Exactly as the request below describes, across the connected apps.

  4. It stops where a person should decide

    Call out missing data and never hide a change in how a metric is defined.

  5. It verifies the outcome

    After each run, Awish checks that the task, approval or document reached its owner.

  6. It keeps monitoring

    Failures, silent failures and connection health are watched on every plan; anomalies, root cause and recommendations on Business.

The request it runs

This is what opens in chat when you use the template. Change any part of it before anything connects.

“Set up an automation that manages recurring KPI collection and narrative reporting. Run it every Monday at 9:00 AM and on the first business day of each month for the monthly roll-up. It should pull the defined KPIs, validate their freshness, compare them to targets and to the prior period, flag anomalies, generate a short narrative with the key drivers and the owner actions, and publish the report. Connect it with Google Sheets, Salesforce, Zendesk and Stripe. Call out missing data and never hide a change in how a metric is defined.”
Apps it connects
  • Google Sheets
  • Salesforce
  • Zendesk
  • Stripe

Monitoring included

What Awish watches once this template is running.

  • Outcome verificationEvery plan
  • Silent-failure detectionEvery plan
  • Connection healthEvery plan
  • Hours saved and ROIEvery plan
  • Anomaly detectionOn Business
  • Root-cause explanationOn Business
  • Recovery recommendationOn Business

How monitoring works

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Questions about this template

Can I change where it stops for approval?

Yes. Open the template in chat and say where you want it to stop. The plan updates before anything connects.

What if one of these apps is not connected yet?

Awish asks you to connect each app it needs, one at a time, before the workflow runs. You can decline any of them.

How does Awish know this workflow worked?

After each run it checks that the task, approval or document reached its owner, in the app where that should happen. If a run reports success but the result is missing, it flags a silent failure.

Run it on your own apps

It opens in chat with the request written. See the plan, approve each connection, and Awish verifies the outcome from the first run.

Use this templateCustomise with AI

Free plan · No credit card required