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Automations in IntraManager

Automate routine work

Let recurring updates run on a schedule. Bring the right information to the right people without rebuilding and sending the same report by hand.

  • Make recurring work lighter
  • Share insights on time
  • Keep everyone aligned

A connected workflow

Keep everyone informed

Choose what to share, who should receive it and when it should arrive. Scheduled snapshots and reports help teams stay close to the latest performance without a manual export every time.

Make recurring work lighter
Illustration of IntraManager dashboards and reports being delivered through email
Automated performance updates in IntraManager

From live view to inbox

The right update

Use an image of the current dashboard for a quick update, or send a report when the details deserve a closer look.

  1. Email preview containing a snapshot of an IntraManager performance dashboard
    IN PRACTICE

    Scheduled dashboard snapshot

    A visual snapshot gives recipients a fast overview in their inbox.

  2. Email preview containing a September performance report PDF attachmentEmail preview containing a September performance report PDF attachment
    IN PRACTICE

    Scheduled PDF report

    A report attachment makes it easier to share the detail behind the latest results.

Simple to set up

Updates that repeat

Build a recurring flow around the performance information people already use.

  1. Choose the view

    Select the dashboard snapshot or report that gives recipients the context they need.

  2. Choose the timing

    Set a schedule that fits your team's working rhythm.

  3. Choose the recipients

    Deliver the update to the colleagues and leaders who need it.

Less manual follow up

Keep the conversation moving

See how IntraManager can make recurring performance updates easier to share.