Leadership wanted the key numbers in Slack every morning. Four scheduled bots now post them automatically.
4
scheduled Slack reports
9 AM
delivered on schedule, hands-off
5h+
of manual report pulling saved each week
11
funnel metrics per region & channel
A whisky and wine investment platform offering individuals the opportunity to diversify their portfolios through rare and premium products. The platform combines fintech, alternative asset investing, and client advisory. It operates across multiple markets with high-volume lead generation, investor relations, and financial operations.
The CFO and growth team were assembling these updates themselves - pulling the figures from dashboards and several different sources by hand, then posting them. It took hours every time. They didn't need another dashboard to log into; they wanted the first insights pushed to them in Slack, quickly, every morning, without anyone assembling anything.
Architecture
InteractiveSee it run
Pick a report - watch the scheduler post it to Slack
# marketing-pulse
Every day · 09:00What changed once the reports sent themselves.
Leadership reads the morning brief in Slack, on their phone. Nobody opens a dashboard or waits on an analyst to pull the figures.
Cloud Scheduler runs every report on cadence. No copy-paste, no recurring calendar reminder, no single point of failure if someone's away.
Every figure comes from the governed reporting views, so the number in Slack always matches the warehouse and the dashboards.
A tight metric set and cadence-appropriate deltas keep each message dense with signal instead of drowning the channel in noise.
Send me the rough shape of it. I'll figure out scope on a 30-min call.
Book a call