



Building workflow to automate reporting.
Reporting is an essential action for any organization. Reporting provides visibility in monitoring all-level processes to ensure progress and provide solid ground for building strategy. Being aware of the importance of reporting for any company, Young App offers a platform to automate this process.
Automate reporting.
Implement the extracting connector, storage base, and notifications.
(1) Extracting CRM data with Salesforce.
(2) Injection data into CSV.
(3) Using Amazon SES, notifying a user that data is available in CSV.
(4) Put reporting data into a storage base such as Dropbox.
The workflow for receiving activity reporting into your Dropbox. A lot of time previously wasted on routine reporting is released for better use!
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Nowadays, digitalizing and automating financial operations become crucial for any company.