Delivery criteria and milestone definitions
11
Delivery status
Total visibility on project milestones and client progress.
Reads project tasks and delivery deadlines from Google Sheets, calculates progress and sends automatic status reports.
Demonstration
First, watch it work.
This area will show the real experience: a person starts the enquiry, the system responds and completes a visible action such as booking, routing or recording the request.
WORKFLOW DE DELIVERY STATUS REPORTSHow an enquiry travels through the system
Flow simulation, not live executionTrigger DiarioDiario 9:00 AM / Manual
Google SheetsLectura de Entregas & Fechas
Code EngineCálculo % Avance & At Risk
Matriz de RiesgoFiltro Proyectos Demorados
Estructura ReporteFormateo por Cliente
Salida GmailEnvío Reporte a Tatitofau
Alerta OperativaEscalado de Entregas At Risk
PASO 1 · TRIGGER PROGRAMADOTrigger Diario
Ejecución Diaria a las 9:00 AMDispara la verificación automática sin intervención humana.
- 1. Trigger DiarioDiario 9:00 AM / Manual
- 2. Google SheetsLectura de Entregas & Fechas
- 3. Code EngineCálculo % Avance & At Risk
- 4. Matriz de RiesgoFiltro Proyectos Demorados
- 5. Estructura ReporteFormateo por Cliente
- 6. Salida GmailEnvío Reporte a Tatitofau
- 7. Alerta OperativaEscalado de Entregas At Risk
System
How it works from start to finish.
Available integrations
The agent works inside your tools.
The final combination is confirmed during discovery. These are common connections, not a promise of automatic compatibility.
Google SheetsGmailn8nCode NodeOpenAI GPT-4oAnthropic Claude 3.5WhatsApp BusinessGoogle WorkspaceMicrosoft 365HubSpotSalesforceSlackStripeShopifyNotionPipedriveAirtableTwilioJiraLinearMonday.comClickUpGitHubGitLabBitbucket
Code Noden8nGmailGoogle SheetsMakeZapierMercadoPagoTypeformOutlookSupabasePostgreSQLZoho CRMIntercomMS TeamsActiveCampaignMercadoLibreAsanaZendeskFreshdeskServiceNowSAPOracleDocuSignCalendlyDropboxTrello
Priority integrations for this solution
Google SheetsGmailn8nCode Node
Configuration
How it adapts to your operation.
The workflow is a foundation, not a closed product. During discovery we define these variables around your tools, permissions and way of working.
Report schedule and recipient lists
Branded HTML email templates
Risk thresholds
Outcome
What changes once the system is running.
The final scope is defined during discovery, but these outcomes guide the design of the solution.
Real-time visibility on project deliverables
Proactive alerts on delayed milestones
Automatic daily report dispatched to stakeholders
Zero manual presentation building
Use cases
Where this system fits into a real operation.
Twelve common situations and the operating outcome a well-configured automation can deliver.
Use case · 1/12
Someone makes an enquiry while the team is unavailable. The assistant answers with approved information, collects the essential details and prepares the conversation for follow-up.
Contact
Book a 30-minute diagnosis.
30-MIN B2B DIAGNOSIS
Tell me which process you want to automate.
We review where work repeats, which tools are involved, and which part makes sense to automate first.
In 30 minutes we define:
- ✓Which process to tackle first
- ✓Which tools should be connected
- ✓Which metrics to use to measure if it works
AWSAzureGoogle CloudHubSpotSalesforceAnthropicOpenAIn8n
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orkelya.comEnterprise AI · B2B Diagnostic
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