All automations
Reports and briefs
Daily digest
One end-of-day report: what needs a decision, what closed, what is still open and for how long.
At the end of each day the agent gathers what its other tasks wrote down and tells you what needs you, what was closed, and what is still open. On a quiet day it is one line: nothing needs you today.
When it runs
Every day at 17:00
Works with
Crevio alone, nothing else to connect
Made for
Every small business
How setup works
- 1Choose Use template. Crevio opens a chat with its agent.
- 2Answer a few questions about your business, like your hours, your tone and where results should go.
- 3Connect any tool it needs in one click, or skip it.
- 4The agent builds the automation, runs a test, and shows you what it would have sent.
More reports and briefs automations
Morning briefYesterday's sales and leads, today's bookings and meetings, and the emails waiting on you, before you start the day.Every weekday at 7:00Monday business reportLast week's revenue, orders, customers and leads against the weeks before, with one thing to do this week.Every Monday at 8:00Competitor watchChecks the competitors you name every week and tells you only what changed: prices, offers and reviews.Every Monday at 8:00