What we built
Order status, project status and daily totals are compiled automatically every morning by a scheduled job: it refreshes the tracking workbook from the ERP, mails the day's position with a 10-day trend, and raises a separate exception mail whenever key data (such as an order amount) is missing. Management starts the day informed without anyone preparing a report. The same approach now keeps task status live for sales and support teams: each run pulls current status, next-action date and the last subtask worked from the ERP and writes them straight into a shared Google Sheet, colouring overdue or zero-status rows so they stand out. Anyone with the link watches the same numbers update, instead of a local file that is stale by the time it lands in an inbox.
The result
Before: someone prepared the report. Now: fully unattended.