- Sales
- Automation
- Analytics
Internal sales and reporting automation
Daily reporting, manager KPIs and payroll calculation in one controlled process instead of manual spreadsheets
The task
Automate managers’ daily reporting, payroll calculation and sales performance control
Daily reporting combines a Telegram bot with Google Sheets synchronisation. The process also covers KPIs, payroll and bonus calculation, month-end finalisation and personal reports. Roles, an audit log and protection of critical operations describe how the process is controlled. Process and reporting automation. How AI agents work for business.
What we delivered
Telegram bot that collects daily reports
Automatic synchronisation with Google Sheets
Manager KPI control
Automatic payroll and bonus calculation
Controlled month-end finalisation
Personal payroll reports for employees
Role model, audit log and protection of critical operations
Technologies and tools
Data
- Google SheetsAutomatic data synchronisation and management reporting
Analytics
- KPI controlTracking manager performance
Communication
- TelegramBot that collects managers’ daily reports
Infrastructure
- Roles and audit logAccess separation and protection of critical operations
Methods and standards
- Payroll and bonus calculationAutomatic calculation and personal statements
- Month-end finalisationControlled closing of the period
How the process changed
- BeforeReporting kept by handAfterAutomated collection and consolidation
- BeforePayroll calculated manuallyAfterAutomatic payroll and bonus calculation
- BeforeMonth-end closed without a set orderAfterControlled month-end finalisation
Key outcomes
Manual reporting almost entirely eliminated
Data-entry errors substantially reduced
Payroll calculation automated
Month-end close standardised
The owner gained a single reliable source of management information on sales and team performance