Send
Send a scheduled report to where it's needed.
Drop the weekly sales digest into Slack every Monday at 8am.
Metrics + context Slack + email
Automations
Automations that run on the facts about your business.
Workflows that run your business need data from multiple tools. Switchboard joins it. Automations run on top.
Weekly Sales Digest. Revenue, margin, and open pipeline.
✓ Sent to #leadership
✓ Emailed 6 recipients
Marketing Budget Recommendation Active
Schedule Every Monday · 6:00 AM
Inputs
Spend Performance Targets Seasonality
Logic optimize for ROAS
Output Post to #marketing in Slack
Recent runs
✓ This week · $48.2k posted
✓ Last week · $51.0k posted
✓ May 5 · $46.7k posted
Account Health Sync Active
Schedule Every 6 hours
Sources Usage + support + billing
Writes to HubSpot · health_score
Last run 12 min ago · success
Send, sync, calculate, and act.
The recurring work that usually lives in scheduled reports, spreadsheets, scripts, and tool handoffs.
Sync
Push a calculated field into a downstream tool.
Write each customer's health score back to HubSpot every six hours.
Health score + LTV HubSpot + Klaviyo
Calculate
Calculate a recommendation on a schedule.
Recommend next month's marketing budget from prior performance and current spend.
Prior performance Budget recommendation
Act
Write the next step into another system.
Place a reorder when a location's inventory drops below threshold.
Location inventory Reorder placed
Bring us the workflow.
Our team maps the workflow against your data, builds the logic, and ships the automation. Run history, status, and pause controls come built in. We monitor the ones that matter. You bring the process you'd rather not run by hand.
Book 15-min demoGet started
The workflow you're tired of doing by hand.
Bring us the process. We'll show you how Switchboard would build it.