Trigger

Start Wrkflow on the first day of the month

Wrk

Search

Collect client data from previous month from Zendesk and other sources

Wrk

Edit

Clean and reformat data in Microsoft Excel

Wrk

Generate

Calculate delta in metrics from last month and the previous month

Wrk

Generate

Add metric insights to branded Powerpoint template

Wrk

Export

Export branded report in Powerpoint

Wrk

Send

Send branded monthly report to client

Wrk

How this Wrkflow will help you

Prove Value

Communicating month over month wins to your clients keeps your company’s value top of mind.

Optimize Your Strategy

Deploy this Wrkflow to get the most accurate data on your customers, and plan your strategy accordingly.

Build Long-Term Success

A satisfied customer is more likely to recommend your business to others, and accurate client reports can help you provide the best service to your customers.

Did you know?

Wrk is proven to reduce cost per process by an average of 20% and reduce delivery time by 65%.