Create automations with Reportei on Pluga
Connect Reportei to Pluga and create smart automations in just a few clicks
Companies that trust Reportei
Automate and save time in your daily routine
The integration between Reportei and Pluga allows you to automate everyday tasks in a simple and practical way, without needing to code. With it, you can, for example, automatically send reports and dashboards via email or create milestones on your timeline when goals are reached.
With the available triggers and actions, you can connect Reportei to several tools you already use, such as Google Sheets, Notion, Trello, and many others — all in an intuitive, fast, and hassle-free way.
Create smart workflows by connecting Reportei to Pluga
What can you automate by connecting Reportei to Pluga?
Available actions:
- Create Reports
- Create Dashboards
- Create Timeline milestones
Now it is also possible to trigger automation workflows. The new triggers are:
- Report viewed: Triggers an action in another tool whenever a report is viewed. For example, a notification via Slack, Email, or WhatsApp.
- Report created: Triggers an action in another tool whenever a report is created. For example, creating a “Monthly Report Presentation” event in Google Calendar.
- Dashboard created: Triggers an action in another tool whenever a dashboard is created. For example, updating a card in Trello.
- Automation executed: Triggers an action in another tool whenever a marketing automation is executed.
- Goal reached: Triggers an action in another tool whenever a goal is achieved. For example, a notification via Slack, Email, or WhatsApp.
- Goal not reached: Triggers an action in another tool whenever a goal is not achieved. For example, a notification via Slack, Email, or WhatsApp.
- Timeline milestone added: Triggers an action in another tool whenever a milestone is added to the timeline. For example, adding a row in a spreadsheet or updating a lead in a CRM.
Automated reports and dashboards with Reportei on Pluga!
With the integration between Pluga and Reportei, you can automate the generation of digital marketing reports and dashboards, connecting them with other tools and channels in your strategy. Data is organized quickly and clearly, enabling a complete analysis — from the top of the funnel to customer conversion.
This automation brings more practicality to your daily routine and saves time, so you can focus on what really matters: optimizing your results and delivering value to your clients.
In addition, automated reports help create closer communication with decision-makers in your agency or company, showing not only the final numbers but the entire journey — and what can be done to achieve even more.
Start creating workflows on Pluga with Reportei now and take your marketing reports and dashboards to the next level!
Automated reports with Pluga: deliver data to your clients more efficiently
Used daily by more than 10,000 agencies, freelancers, franchises, traffic managers, and companies, Reportei allows you to generate unlimited, professional, and customizable reports to simplify communication of results with your clients.
With the Pluga integration, you can automate the generation of these reports based on specific events, ensuring greater agility in the process and on-time deliveries.
To present data clearly and effectively, reports include visual resources and customizations that adapt to each client’s reality. And with Pluga, these deliveries become even more integrated into your workflow.
Discover the benefits of creating reports with Reportei
- Add, remove, or reorder metrics according to what is most relevant for the project and decision-makers;
- Add one or more analyses (with text, videos, and images) to each report section to interpret data and explain results in more detail;
- Create a Timeline to visually present which actions were carried out at each stage of a campaign and the results achieved;
- Download the report as a PDF;
- Send the report to clients via a link;
- Send the report via WhatsApp.
In addition to Pluga automations, you can also generate reports for Instagram and Instagram Ads, Facebook and Facebook Ads, Google Analytics, Google Ads, YouTube, LinkedIn and LinkedIn Ads, Google Search Console, Google Business Profile, Mailchimp, ActiveCampaign, WooCommerce, Shopify, and RD Station. Find the ideal plan for your projects and create complete, customized, and objective reports for your clients!