WorkLog format and task categories
14
Weekly reporting
Elegant weekly reports prepared and sent without manual drafting.
Consolidates completed tasks and progress recorded in Google Sheets WorkLog, generates professional HTML emails and sends them every Friday.
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 WEEKLY PROGRESS HTML REPORTSHow an enquiry travels through the system
Flow simulation, not live executionTrigger SemanalViernes 4:00 PM / Manual
Lectura WorkLogGoogle Sheets WorkLog
Compilador HTMLGeneración de Reporte de Marca
Filtro ExcepcionesIdentificación de Tareas
Registro de EnvíoGuardado de Fecha Notificación
Dispatch GmailEnvío de Update Semanal
Métrica de AvanceActualización KPI Semanal
PASO 1 · DISPARADOR SEMANALESTrigger Semanal
Programación Viernes 4:00 PMInicia el compilado automático de fin de semana.
- 1. Trigger SemanalViernes 4:00 PM / Manual
- 2. Lectura WorkLogGoogle Sheets WorkLog
- 3. Compilador HTMLGeneración de Reporte de Marca
- 4. Filtro ExcepcionesIdentificación de Tareas
- 5. Registro de EnvíoGuardado de Fecha Notificación
- 6. Dispatch GmailEnvío de Update Semanal
- 7. Métrica de AvanceActualización KPI Semanal
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 SheetsGmailn8nHTML TemplatesOpenAI GPT-4oAnthropic Claude 3.5WhatsApp BusinessGoogle WorkspaceMicrosoft 365HubSpotSalesforceSlackStripeShopifyNotionPipedriveAirtableTwilioJiraLinearMonday.comClickUpGitHubGitLabBitbucket
HTML Templatesn8nGmailGoogle SheetsMakeZapierMercadoPagoTypeformOutlookSupabasePostgreSQLZoho CRMIntercomMS TeamsActiveCampaignMercadoLibreAsanaZendeskFreshdeskServiceNowSAPOracleDocuSignCalendlyDropboxTrello
Priority integrations for this solution
Google SheetsGmailn8nHTML Templates
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.
HTML template design with logo and branding
Weekly dispatch time
CC to account executives
Outcome
What changes once the system is running.
The final scope is defined during discovery, but these outcomes guide the design of the solution.
Clients consistently informed every week
Zero hours spent manually creating status slides
Branded HTML design with agency identity
Automatic audit log of sent reports
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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