Reportei can now be connected to Pluga platform that simplifies integration between different tools. This means you can automate tasks such as creating reports, dashboards, and timelines and all of this without needing to write a single line of code
Examples of integration usage
1. Effortless reports
- A new form response can trigger report creation
- A new sale in CRM creates a report
- A completed task in Trello automatically creates the report
- A new row in a spreadsheet creates the report in real time
You define the data blocks and layout only once. From then on, new reports are created whenever an action occurs in the connected apps
2. Always updated dashboards
While reports provide a snapshot of a period, dashboards allow you to track metrics dynamically
With Pluga, each new opportunity, lead, or sale can automatically generate a dashboard in Reportei, ensuring you always have an updated panel for analysis
3. Intelligent timelines
Projects involve more than numbers; they have meetings, launches, approvals, and course changes
In Reportei, these events are recorded in a timeline. With the integration, you can trigger new milestones from tools like Notion, Trello, or even your calendar, creating a complete visual history of the project without relying on manual updates
Also check this article with some automation options using Reportei and Pluga. =)
If Reportei was already an ally in data management and customer communication, now integrated with Pluga, it becomes even more strategic for those seeking efficiency and automation in digital marketing