PRACTICAL GUIDE
Receive a summary of your activity
Bring enquiries and their status together in a regular summary. A first report can work with a spreadsheet and Make, without an additional AI service.
1. Choose three useful metrics
For example: new enquiries, pending cases and completed cases. Define each status and the reporting period precisely. Do not confuse received enquiries with completed sales.
2. Clean up the source
Use consistent dates and statuses in your spreadsheet. Check empty rows, duplicates and missing IDs. An automated report will reproduce errors in its source.
3. Read and aggregate data
In Make, retrieve rows for the selected period, then group and count records for your metrics. Check the connector’s retrieval limits so some rows are not accidentally omitted.
4. Format the report
Create a short message with the period, three metrics and a link to the source. Handle the case where no new enquiries were received. Send the report only to your own address initially.
5. Compare with a manual count
For a known period, count rows manually and compare. Check the timezone and date boundaries. Once the result is correct, activate your chosen frequency and review the first runs regularly.
Put it into practice
This guide describes a workflow to configure in your own account. Labels and features may vary by plan.