All automations
Reports and briefs
Morning brief
Yesterday's sales and leads, today's bookings and meetings, and the emails waiting on you, before you start the day.
One short message each weekday morning: what sold and who got in touch yesterday, what is booked today, which customer emails still need an answer, and the one thing worth doing first. Connect Gmail and Google Calendar to include your inbox and meetings.
When it runs
Every weekday at 7:00
Works with
Gmail, Google Calendar
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
Monday business reportLast week's revenue, orders, customers and leads against the weeks before, with one thing to do this week.Every Monday at 8:00Daily digestOne end-of-day report: what needs a decision, what closed, what is still open and for how long.Every day at 17:00Competitor watchChecks the competitors you name every week and tells you only what changed: prices, offers and reviews.Every Monday at 8:00