---
title: "Automated Reports for Business that arrive by themselves every morning"
description: "Automated business reports: a daily or weekly report to WhatsApp and email, pulled from the CRM, invoicing and sheets you already use. From $1,000 one-time."
canonical: "https://achiya-automation.com/en/services/automated-reports/"
last-updated: "2026-09-08"
language: "he"
source: "https://achiya-automation.com"
---

# Automated Reports for Business that arrive by themselves every morning

> Automated business reports: a daily or weekly report to WhatsApp and email, pulled from the CRM, invoicing and sheets you already use. From $1,000 one-time.

מקור: https://achiya-automation.com/en/services/automated-reports/

---

- [Home](https://achiya-automation.com/en/)
- Automated Reports for Business

Automated Reports for Business · a product by Achiya Automation

I connect the systems you already use and build one report that arrives on its own in WhatsApp or email, with the numbers you chose. No manual spreadsheet, no chasing data. The system runs on n8n on a server that belongs to your business and stays yours.

Focused report from $1,000 · report project from $2,000 · operation ₪100–300/month · 30 days of adjustments included
[Try the bot now](https://wa.me/972505377060?text=%D7%93%D7%9E%D7%95) [Talk to me](https://wa.me/972505377060?text=Hi%20Achiya%21%20I%20have%20a%20business%20and%20I%27d%20like%20to%20hear%20about%20automation.%20A%20bit%20about%20my%20business%20and%20what%20I%20need%3A%20)

Google rating 5.0 ★ · 20 reviews

Experience 50+ automation projects

Writing Times of Israel contributor

Live demo · no form

Scan with your phone or [open the demo in WhatsApp](https://wa.me/972505377060?text=%D7%93%D7%9E%D7%95)**Send "דמו" to try a conversation with the bot.

Choose your sector from the menu, then try buttons, images and documents.

## Where does it hurt?

- **1**The numbers live in three systems: the CRM, the invoicing tool and the spreadsheet, and none of them shows the whole picture.
- **2**Every week someone copies them into Excel and rebuilds the chart, and at the end a column turns out to be missing.
- **3**A problem that sat in the data the whole time is noticed late, when it already hurts.

## What do you get?

Several sources. One clear report.

- 1

### A daily or weekly report to WhatsApp or email
The report is sent on the day and at the time you set, to WhatsApp, email or both. You do not open any system.
- 2

### Pulled from the systems you already use
CRM (Monday, HubSpot, Salesforce), invoicing (Green Invoice, Hashavshevet), store (WooCommerce, Shopify), Google Sheets and Airtable. Any source with an API or an export, after a permissions check.
- 3

### One page with the five numbers you chose
Not forty columns. Five numbers you want to see every morning, compared with the previous period.
- 4

### An alert when a number crosses a threshold you set
For example website orders below the floor you defined, or a large invoice still unpaid. You set the threshold, the system tells you when it is crossed.
- 5

### An archive in PDF or Google Sheets
Every report is also saved as a file: a PDF in Drive or a row in a sheet, so you can go back and compare.

## What does it cost, and what is included?

One-time payment for the build, plus ₪100–300 per month for operation. The system runs on n8n on a server that belongs to your business and stays yours. Every configuration includes scoping, build, testing and 30 days of minor adjustments. Full systems with several connected tools start at $3,500.
Achiya AutomationInitial proposal** **Focused report**One focused automation
- One report from one source, for example a sales summary from the sheet or the CRM
- Sent to WhatsApp or email at the frequency you set
- Saved to an archive

from $1,000

**Report project**Several sources, one report
- Connected to several systems: CRM, invoicing, store, sheet
- One page with the numbers you chose and a comparison with the previous period
- Alerts on thresholds you defined

from $2,000

**Dashboard and reports, scoped**Full system
- A live dashboard alongside scheduled reports
- Different reports for the owner, the team and clients
- Calculations, breakdowns and integrations as needed

Quoted per scope

The final price is set after a short discovery call

[Full pricing →](https://achiya-automation.com/en/pricing/)

## How does it work?

Three steps from understanding the need to a working system. I handle the technical side myself.

- 1

### Map the five numbers
In a discovery call we mark which five numbers you want to see, which system each one comes from, and who receives the report.
- 2

### Connect the sources and send a first report
I connect the systems, build the report and send you a first one to check. We compare it with the numbers you know, and fix.
- 3

### Go live, with 30 days of adjustments
The report moves to its fixed schedule, with documentation and 30 days of minor adjustments: add a number, change a threshold or swap a recipient.

[See how it works in practice →](https://achiya-automation.com/en/how-it-works/)

## How does it look for clients?

Two projects I built and delivered, and three reviews as written on Google.
Field Service

### From a WhatsApp report to a professional PDF report

A technician reports a recording from the field — a designed report is saved in Drive

- Measured · From recording to report
- Defined · Report structure

[Read the full case →](https://achiya-automation.com/en/case-studies/field-reports-pdf/)

Insurance

### From policies in the inbox to a summarized quote on WhatsApp

AI reads the policies and prepares a summary draft for the rep to review

- AI · Document extraction
- Draft · Summary for rep review

[Read the full case →](https://achiya-automation.com/en/case-studies/insurance-policy-extraction/)

### What do clients write on Google?

“I warmly recommend Achiya, who built automations for my clients to a very high professional standard. The automations streamlined processes, saved valuable time and brought order and clarity to the business. Achiya works methodically, pays attention to small details, adapts solutions to the real needs of each business, and is available to explain things clearly. The result is systems that work smoothly and quietly in the background, allowing business owners to focus on growth. I recommend him wholeheartedly.”Shiran · Google

“Highly professional, sharp, and knows exactly what he is doing! He helped me build an automation in an orderly and intelligent way, brought strong ideas for making it more efficient, and explained everything clearly. Throughout the process, it felt like I had someone who was thinking with me and seeing the big picture. I highly recommend him to anyone looking for automations that really work and personal attention.”Rotem · Google

“I have to say that I received service at a very high level. Beyond his knowledge and ability with a variety of automation tools, he genuinely cares, is available and patient, and explains things honestly and clearly. Throughout the process, I felt that someone was thinking with me and understood exactly what I needed. Everything extra I asked for was handled gladly. That kind of service should not be taken for granted. I recommend him to anyone looking for someone serious, reliable, familiar with many systems and able to solve problems. In practice, he is someone who cares like a friend.”Beni · Google

[All 20 Google reviews →](https://www.google.com/search?q=Achiya+Automation+reviews) [More testimonials and screenshots →](https://achiya-automation.com/en/testimonials/)

## Questions before we talk

Did not find your answer? [Write to me](https://achiya-automation.com/en/contact/) or send "דמו" and watch the bot answer by itself.
Which systems can the report pull data from? Any system with an API, an export or a supported connection: CRMs such as Monday, HubSpot, Salesforce and Pipedrive, invoicing tools such as Green Invoice and Hashavshevet, WooCommerce and Shopify stores, Google Sheets, Airtable and Excel, and ad data from Facebook Ads and Google Analytics. During scoping I check permissions, fields and refresh frequency for every source. [How systems get connected](https://achiya-automation.com/en/services/integrations/)

What happens when a number is missing or a source is down? The report goes out with a clear marker where the number should be, and the failure is logged and sent as an alert to whoever you named. No made-up zeros, and no stale figure shown as if it were fresh. We decide during scoping what happens in each such case.

Who owns the data and the system? You do. The report runs on n8n on a server that belongs to your business, access to your systems uses your own permissions, and the code and content created in the project transfer to you after full payment. Third-party tools and licences follow their own terms.

Can the report go to a WhatsApp group for the team? Yes. The report can land in an existing WhatsApp group, go to several people separately or by email, and each recipient can get a version with the numbers relevant to them.

How much does an automated report cost? A focused report from a single source starts at $1,000, a report project that joins several systems at $2,000, and a dashboard with reports is quoted per scope. Full systems with several connected tools start at $3,500. One-time payment for the build, plus ₪100–300 per month for operation. [Full pricing](https://achiya-automation.com/en/pricing/)

[All frequently asked questions →](https://achiya-automation.com/en/faq/)

[The complete business automation guide →](https://achiya-automation.com/en/blog/business-automation-guide/)[Business automation →](https://achiya-automation.com/en/)[Full pricing →](https://achiya-automation.com/en/pricing/)

Want to see how it looks for your business? Send "דמו" to the bot, or write to me which five numbers you want to see every morning.
[Try the bot now →](https://wa.me/972505377060?text=%D7%93%D7%9E%D7%95) [Talk to me →](https://wa.me/972505377060?text=Hi%20Achiya%21%20I%20have%20a%20business%20and%20I%27d%20like%20to%20hear%20about%20automation.%20A%20bit%20about%20my%20business%20and%20what%20I%20need%3A%20)

## Let's Talk

Phone, WhatsApp, or form — whatever works for you

[050-419-7060 Phone Business phone number](tel:+972504197060)[Send a message WhatsApp The link opens in WhatsApp(opens in a new tab)](https://wa.me/972505377060?text=Hi%20Achiya%2C%20I'd%20like%20to%20hear%20about%20automation%20for%20my%20business)[info@achiya-automation.com Email For written inquiries](mailto:info@achiya-automation.com)

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#### How We Start

- Start with the process that **actually gets in the way**
- Define **what is and is not in scope**
- Set price and timing from the **scope and dependencies**
- Plan and explain **system access and permissions**

#### A conversation about the process

Start with the business problem, not the tool

We'll understand what happens today, where the work gets stuck, and what is worth checking before proposing a solution.

3Ways to get in touch

50+Projects delivered

"

"Highly professional, sharp, and knows exactly what he's doing! Brought strong ideas to streamline automation, and explained everything clearly."
R— Rotem Glut, 5.0★ Google rating

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