Proactive Business Automations
Automated reporting and KPI alerts
Set up automated weekly digests, anomaly detection and smart KPI alerts. DigiData monitors your numbers and sends actionable updates via Email whenever action is needed.
After synchronization or on a schedule • Reports by email
From manual report digging to proactive operational oversight
No one has time to manually inspect dozens of dashboards every day. DigiData automations deliver critical business figures to your inbox on your chosen schedule.
The pitfalls of manual monitoring
Always catching issues after the fact?
Late margin loss detection
Discovering at month-end that a key project has severely exceeded its budgeted hours and expenses.
Hours spent building weekly updates
Manually downloading, parsing and formatting spreadsheets every Monday morning for executive meetings.
No notification upon fresh data
New work orders and accounting entries sit unnoticed because no one knows synchronization has completed.
Features
Event triggers, verified calculations and multi-channel delivery
Scheduled Briefings
Schedule daily, weekly or monthly digest summaries for leadership, project managers or department heads.
SyncCompleted Triggers
Trigger instant verification checks and reports the moment a nightly ERP sync completes.
Threshold & Anomaly Alerts
Receive alerts only when margins drop, debtors exceed payment terms, or absenteeism spikes.
Email Digests
Clean, structured email reports containing executive summaries, data tables and key action items.
Test before enabling
Send a test message and check its period, filters and recipients before enabling the automation.
AI-Powered Summaries
The AI agent identifies notable trends and summarizes complex figures in concise, readable language.
Configuration
Automate your reporting in 3 simple steps
1. Choose your trigger
Select a recurring time schedule (e.g. every Monday at 08:00 AM) or activate on data sync completion.
2. Set the query and condition
Specify what the AI agent should calculate and optionally add threshold conditions (e.g. margin drop > 10%).
3. Choose delivery channel
Choose your agent and trigger, optionally add a measurement condition, and enter recipient email addresses. Send a test message before enabling the automation.
In Practice
Popular Business Automations
Explore examples of automated reports and threshold alerts our customers rely on every day.
Monday Morning Executive Briefing
EmailA concise summary of weekly revenue, gross margin performance, and aging accounts receivable.
Project Budget Overrun Alert
EmailInstant notification when logged hours or material costs cross 90% of a project's allocated budget.
Debtor Threshold Warning
Email to Finance TeamProactive alert when overdue invoices exceeding 45 days surpass a €10,000 threshold.
Field Service Work Order Summary
EmailSummary of completed field work orders ready for immediate invoicing from OutSmart or Exact Bouw.
How an automated debtor alert works in practice
Fictional example: after a successful Exact Online synchronization, a configured measurement checks the total for invoices overdue by more than 30 days. A balance above €5,000 triggers an email.
At 02:15 AM, the nightly Exact Online connector completes synchronization. DigiData records the successful sync and immediately initiates configured rules.
source: "ExactOnline"
status: "Success"
The measurement sums outstanding invoice amounts with a due date more than 30 days ago. The condition compares that total with €5,000.
The finance team receives the configured summary by email. Review a test message before enabling this rule.
⚠️ Debtor Alert: 2 items require attention
• Jansen Construction: €14,200 (42 days overdue)
• Bakker Installation: €6,850 (35 days overdue)
How do data automations work in DigiData?
DigiData lets you configure rules based on two trigger types: a recurring time schedule (e.g. weekly or monthly) or immediately following a finished synchronization ('SyncCompleted'). The AI agent executes a verified semantic query and automatically delivers the outcome to your chosen channel.
Which channels can receive automated reports and alerts?
Automations deliver reports and alerts by email. Teams and Slack are available for interactive questions to the agent.
Can I set threshold conditions for alerts?
Yes. You can configure alerts to fire only when a metric crosses a defined threshold (e.g. gross margin < 20% or open balance > €5,000) or when there is a significant percentage deviation.
Are the figures in automated digests reliable?
The agent uses calculations over synchronized data. Define your KPIs and review a test message so filters, periods and amounts match your reporting needs.
How quickly can I set up an automated report?
Choose your agent and trigger, optionally add a measurement condition, and enter recipient email addresses. Send a test message before enabling the automation.
After synchronization or on a schedule • Reports by email
Automate your business reporting today
Connect your software and experience the peace of mind that proactive monitoring brings.
