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Slimaco Who it’s for Problem: reports for management

One page instead of five department reports

Slimaco agents collect data from mailboxes, spreadsheets, the CRM and task tools and prepare a morning brief, a weekly department review and a monthly report. Management gets them on time, in the same format.

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You start the day with what needs your decision.

Sound familiar?

  • The department report is built by hand from several spreadsheets and looks different every month.
  • By the time the data reaches management, it is already out of date.
  • Decisions waiting for management get lost in the mailbox among other emails.
  • Someone in every department loses a day a month building summaries.

What Slimaco takes over

  • Every day at 7:00, a brief: key emails and meetings, new agreements from knowledge mining, decisions to make and the sales status.
  • On Friday, one summary page: sales, complaints and project status compared with the previous week.
  • On the first working day of the month, a report compared with the budget, with comments on variances.
  • Reports go only to management or wait for the CFO’s approval.

To start: the morning brief for management. We measure the time departments spend building summaries.

AI agents

Agents that prepare the reports

Agents follow your company’s rules, in the apps you already use. Where it matters, they wait for a person to approve.

Scheduled · daily at 7:00 am

Morning brief for management

  1. Reviews the day’s most important emails and meetings
  2. Collects new agreements from knowledge mining and decisions waiting for management
  3. Adds the sales status from CRM and open project risks
  4. Control: The brief goes only to you
ResultYou start the day with what needs your decision.
AppsOutlookHubSpotJira
Scheduled · every Friday at 2:00 pm

Weekly department review

  1. Collects sales results, complaints and project statuses
  2. Compares them with the previous week
  3. Prepares a one-page summary
  4. Control: The summary goes only to management
ResultOne page instead of five department reports.
AppsSalesforceAsanaOutlook
Scheduled · first business day of the month

Monthly report for management

  1. Collects data from finance spreadsheets and CRM
  2. Compares results with the previous month and the budget
  3. Prepares a summary with comments on variances
  4. Approval: The CFO approves the report before it is sent
ResultManagement gets the report on time, in the same format every month.
AppsOneDriveHubSpotOutlook
See all automations

Works in the apps you already use

OutlookHubSpotSalesforceJiraAsanaOneDrive over 1,000 integrations

See also

Similar situations in other companies

Story · 150-200 people“Every department has its own truth”See →RoleManagement and ownersWe grow without hiring in proportion.See →RoleFinance and accountingReminders go out regularly, not when someone finds the time.See →

FAQ

Frequently asked questions

More answers in the knowledge base.

Where does the agent get the data?
From the apps you connect: mailboxes, spreadsheets, the CRM and task tools. The agent works only on data it has permission to see.
Will the report reach anyone outside management?
No. You set the recipients on the agent, and the first send can wait for your approval.
Can we change what the report covers?
Yes. You describe the agent in plain language and change its scope and format the same way.
Where do we start?
With the morning brief. It works on data already in the mailbox, calendar and CRM.

Start for free

Try Slimaco on your own emails, documents and processes

In a week you’ll know whether Slimaco works in your company. You connect mailboxes and documents, describe your first task and check the result on your own data.

  • No card and no commitment
  • An account with unlimited users for 7 days, with a pool of 5,000 AI credits
  • Activation within one business day
  • Help with the initial setup

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