How to automate a weekly report in SOFFI.IO in 15 minutes

How to Automate Your Weekly Report: A Simple Workflow with Soffi.io

Small business owners and managers know just how much time preparing regular reports takes: sales, expenses, departmental metrics… Manually gathering all this data is hardly enjoyable, and last-minute mistakes are all too common. Here's how you can get rid of the routine and entrust your reporting to Soffi.io.

1. Organize Your Data

First, make sure everything you need is stored in Google Sheets. Examples: a sales spreadsheet, an expenses sheet, attendance data—anything you typically analyze each week. The key is to keep your sheets up to date and not just sitting unused.

2. Prepare a Report Template in Advance

Create a separate file in Google Docs or Google Sheets where you'll collect the final information. Outline the structure: which numbers you need, what you want to compare, where you need charts and summary tables. The clearer the template, the easier automation will be to set up.

3. Set up the Connection Between Soffi.io and Your Sources

In your Soffi.io account, create a new task and connect your Google Sheets. You’ll need to grant the service view access—otherwise, it won’t be able to pull your data. Add links to all the necessary spreadsheets.

4. Specify What You Want in the Output

In the task description, clearly state what you want to see in the final report. For example: “Analyze weekly sales, calculate total revenue and average order value, compare with the previous week.” The more detail you provide, the more useful your end document will be.

5. Choose When and How to Receive Your Report

In the settings, select your preferred frequency: weekly, every Monday, or any other convenient day. Decide on the format you want to receive (table, text, PDF) and where it should be sent—to your email, a messenger, or directly in the Soffi.io interface.

6. Turn On Automation and Forget About the Routine

Check your settings and launch the task. Now, Soffi.io will automatically collect and analyze your data every week, generate the report, and send you the ready result. No more hustle or manual work!

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Why bother with all this?

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  Time-saving: Frees up the hours previously spent copying and pasting and building summary tables.

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  More order, fewer mistakes: Everything is calculated automatically, human error is eliminated.

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  Always on time: No need to remember when “that report” is due—everything arrives right on schedule.

Set it up once, and it works by itself. You focus on your business, not endless routine.