A daily numbers summary — to chat and email

The scenario merges tasks from sourceCraft and leads from Google Sheets, computes the numbers and sends the report to botHelp and Gmail.

  • Two systems in one summary
  • The numbers are computed for you
  • A report to botHelp and Gmail
  • Warns you the moment something breaks
Set it up for yourselfScriptera

How it works

To pass leads from botHelp to sourceCraft automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Error Trigger Handler
  2. Then: Slack - Send Error Alert
  3. Starts when: Daily Cron Trigger
  4. Then: Google Sheets - Fetch Lead Data
  5. Check: Merge - Consolidate Datasets
  6. Then: Code - Compute KPI Trends
  7. Then: Set - Format Output Data
  8. Then: Slack - Post Dashboard Snapshot
  9. Then: Gmail - Send KPI Report
  10. Then: ClickUp - Fetch Tasks

You can launch this botHelp + sourceCraft integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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