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 While he manually copied numbers, the report often became outdated before it was sent.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.

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 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.