Automate business processes and routine tasks in 3 simple steps with AI

The director of a small company used to spend half a day every Monday collecting sales, expenses, and other KPIs from different Google Sheets. While he manually copied numbers, the report often became outdated before it was sent. With soffi.io, all you need is to set up a report template once: the service automatically pulls up-to-date data from connected tables and creates a clear summary document. Now the director receives a fresh overview of key metrics directly in the morning email to the morning meeting — without any manual routine and the risk of error.

A marketer used to combine scattered data from advertising accounts, web analytics, and social media, bringing everything together into a report for management. Previously, it took a whole day: export statistics to Google Sheets, build graphs, write conclusions. Soffi.io takes this burden off. The specialist connects the necessary tables or URLs with analytics and sets instructions — the service itself collects numbers, generates diagrams, and even adds brief insights. The monthly marketing report is automatically sent to the team in the right format, saving time and allowing the marketer to focus on optimization, rather than routine data collection.

The head of the sales department wants to see the latest results every day, but the manual collection of data from managers at the end of the day takes a lot of time. With soffi.io, the daily summary is automatically generated. The data from the Google Sheet with deals is inserted into the pre-prepared template: the day's totals are calculated, the plan is compared, the best salespeople are marked. Every evening the team receives a ready-made mini-report in the corporate chat — sales for the day, plan execution, new customers. No more delays or errors when copying — the sales department always knows where it is relative to the goal.

The financial director of a small business used to prepare a profit and loss report every month, manually combining numbers from several files. Constant corrections and searching for errors in formulas — a familiar chaos at night before the deadline. Now soffi.io does the routine part of the work in seconds. The service connects to the accounting and sales Google Sheets, takes up-to-date data, and, according to the given template, generates a P&L report. All calculations are performed automatically and without errors. On the appointed day, the financial director already distributes the fresh report to colleagues in the morning — rather than correcting formulas until dawn. Time savings and no nerves — numbers always match the first time.

An HR manager used to summarize the staff every month: how many new employees were hired, who left, how many people were on vacation, and what the results of satisfaction surveys were. Before, it was necessary to extract these data from different Google Sheets and letters, spending hours on the summary and formatting. Soffi.io takes this burden off. By connecting the tables with personnel data and a template in Google Docs, the service automatically collects key indicators: growth in staff, turnover, average vacation balance, team mood. The ready report in a convenient format is sent to management strictly according to the schedule — for example, on the first day of each month. The HR specialist no longer loses time on manual work and can focus on people, knowing that the data is presented exactly and on time.

The project manager used to spend half a day every Friday, collecting statuses from the team and preparing a report for clients. Missed updates and different formats — each time a stressful rush before sending. With soffi.io, this process goes like clockwork. It is enough to connect a Google Sheet where the team marks the progress of tasks, and set up a report template. Every Friday evening, clients automatically receive a neat status report on all projects: what has been done, what is in progress, are there any risks by deadlines. The project manager no longer chases updates — the report comes on time and in a uniform style, and clients are happy with transparency and regularity of communication.

The owner of a small online store used to monitor inventory levels manually. It was necessary to open several Google Sheets with inventory data, compare them with sales, and manually calculate when to order more. With soffi.io, this process is fully automated. The service automatically pulls sales data (for example, from a CSV file by URL) and matches it with inventory levels. A report is generated according to the given template: which products are running low, what to order, and where there is an excess. The business no longer risks missing the moment — the system signals the deficit in time, relieving the owner of manual monitoring and preventing sales losses due to lack of inventory.

A company-importer used to monitor currency rates to set prices and plan expenses. Previously, the financial manager went to the bank's website and manually copied the rates into a Google Sheet — a tedious and risky job (it's easy to make a mistake with numbers!). Soffi.io takes this burden off. The service connects to a URL with up-to-date currency rates (for example, a central bank's API) and automatically updates the report according to the given template. Each morning, the manager receives fresh rates for dollars, euros, and other currencies, plus a weekly trend. The rates are always up-to-date, no manual corrections or outdated data — decisions on prices are made promptly and confidently.

The founder of a startup used to send updates to investors every month with key metrics: revenue, user growth, product progress. Usually, it took a whole evening to prepare such a report: collect metrics from different Google Sheets, beautifully format graphs, formulate comments. With soffi.io, this process is simplified to a couple of steps. The founder sets up a report template in Google Docs, where all the necessary metrics and sections are provided. The service automatically inserts up-to-date data from connected tables (financials, product analytics) and can help generate a brief trend analysis. As a result, a detailed report for investors is generated in a few minutes and sent according to the schedule. Investors are happy with regular transparency, and the team has time to focus on product development, rather than creating presentations manually.

The owner of a coffee chain used to receive a report from each point of sales in a separate Google Sheet. To bring these numbers together into a single document was a tedious task, which made it difficult to see the overall trends. Soffi.io solves this problem. The service takes data from several sources – for example, from the sheets of each branch – and combines them according to the given template. The entrepreneur sets up a single report for the entire chain: sales by each coffee shop, average check, and daily revenue trend. Now every morning he receives a single report on all points on his phone. No manual routine and distributed summaries — all figures for yesterday are in front of him at the moment of opening the establishments.

The head of the support team used to spend half a day every Friday, collecting data from Zendesk and manually copying it into Google Sheets. Missed updates and different formats — each time a stressful rush before sending. With soffi.io, this process is simplified to a couple of steps. The head of the support team sets up a report template in Google Docs, where all the necessary metrics and sections are provided. The service automatically pulls ticket data, counts open/closed tickets, calculates the average first response time, and builds a top-5 list of recurring topics. The report is sent to the team in the morning before the start of the working day, saving 3-4 hours each week and immediately showing where the SLA is falling. The support specialist no longer loses time on manual work and can focus on people, knowing that the data is presented exactly and on time.

Soffi compares a 30-day ticket export with a list of published articles KB. In one click, you get a table of the top 10 tags without coverage and ready recommendations "Write/update an article on the topic X". The list is automatically updated every week, turning into a clear backlog for authors, reducing the volume of repetitive questions and relieving support.

Soffi finds open tickets without draft_reply, takes the tone template from Google Docs, and fills in personalized drafts directly in the table. The task runs every 30 minutes: the average first response time drops from 14 to 4 minutes, the percentage of tickets closed on the same day increases to 83%, and agents spend less than half of their previous time on routine.

After each A/B test, the analyst opened Excel, manually calculated conversions, z-test, p-value, prepared slides, and sent a presentation to management — routine work took up to two hours for an experiment. Soffi.io takes this routine on itself: pulls results from Google Sheets or CSV Optimizely, automatically calculates conversions, relative lift, confidence interval, and z-test at α = 0.05, forms a brief summary and table, and then sends a PDF or slide deck directly to email or Slack. The management receives a clear verdict immediately after "Stop Experiment", the analyst saves 1-2 hours and can focus on new hypotheses, and product iterations accelerate.

Analyst Kate every Thursday-Friday downloaded CSV from Mixpanel, cleaned up columns, wrote formulas in Excel, and colored the heat map — it took several hours and no sleepless night before the report for investors. Now it is enough to set up a task in Soffi.io: the service itself pulls data from Google Sheets, groups users into weekly cohorts, calculates retention on the 1st, 2nd, 4th, and 8th weeks, colors cells by thresholds, and sends a ready report to Slack at 07:00. Kate saves 4-5 hours each week, avoids errors in formulas, and sees a drop in metrics immediately, not after a month.

The lawyer no longer needs to read the table every week, calculating how many days are left until the notification of the counterparty, and sending reminders manually. In Soffi.io, it is enough to set up a rule for early notification and connect a letter template. The service itself highlights risky dates, forms a list of responsible persons, and sends reminders according to the schedule to email or corporate chat. The result is minus a few hours of routine in a month, zero fines for missed "windows" of extension, and full transparency, who is responsible for each contract.

After a fine for not updating the user agreement, the company decided to automate the control of all internal documents. Soffi.io maintains a registry where it stores the date of the last revision and automatically monitors changes in laws through RSS feeds, e-mail newsletters of regulators, and open APIs. As soon as a new version of the normative act appears, the service immediately raises a flag, sets a task in Jira, and notifies the lawyer. In three months, the proportion of overdue checks decreased tenfold, the average reaction time decreased from several days to hours, and fines disappeared altogether.

Previously, the manager opened scattered reports from Wildberries, Ozon, and the warehouse table, trying to understand where the goods are running out and where they are lying for months. With Soffi.io, the data is combined into a single weekly dashboard: it is clear what needs to be urgently restocked, and which positions need to be sold to free up working capital. Several hours of manual reconciliation and thousands of rubles, which are "dead weight" on the shelf, are saved.

The increase in marketplace tariffs no longer catches the seller by surprise. Soffi.io automatically recalculates the margin for each product, shows where profit is going "into minus", and offers options — to increase the price or remove the position from the assortment. The seller receives a ready list of risks even before the new rates come into effect and manages to save profit without fuss and night corrections of formulas

The team no longer compares sales and returns manually. Soffi.io sends a weekly report with products whose purchase is falling, and highlights frequent reasons for refusals. It is enough to update the photo, clarify the sizes or correct the description, so that already on the next cycle you can see a decrease in returns and an increase in customer satisfaction

Instead of half a day in summary tables, the seller receives an automatic overview of advertising campaigns: CPA, ROAS, and trend for two weeks. Unprofitable ads are highlighted, next to the recommendation — to reduce the rate or turn off. The result is up to 18% savings in advertising budget in the first month and clear actions, not decisions "by eye".

The Soffi.io algorithm scans fresh reviews daily, records the growth of negative ratings, and immediately sends an alert with ready-made drafts of answers. The team spends minutes, not hours, on processing, the rating remains stable, cards do not sink in the search — sales are protected.