Workflows
OpenClaw for Reporting & Analytics
Your Monday morning report takes 2+ hours to assemble from 5 different tools. By the time it reaches leadership, the data is already a week old. OpenClaw builds it overnight and delivers it before anyone opens their laptop.
The problem
The problem you already know.
Monday morning report assembly takes 2+ hours. Open HubSpot, export deals. Open Stripe, export revenue. Open Google Analytics, screenshot traffic. Open the spreadsheet, paste everything in. Build the pivot table. Format the charts. Copy into the slide deck. Two hours later, you have a report that was already stale when you started building it. This ritual repeats every single week.
Data lives in 5 different tools with no unified view. Pipeline data is in HubSpot. Revenue is in Stripe. Traffic is in Google Analytics. Tasks are in Notion. Support metrics are in Zendesk. Getting a single answer about business performance requires logging into multiple tools, exporting data, and manually combining it. Nobody has the full picture because building that picture takes too long.
By the time the report is ready, the data is stale. You start building Monday's report on Monday morning. It reflects data through Friday at best, sometimes Thursday. By the time it reaches the team at the Monday standup, decisions are being made on data that is 3-4 days old. In a fast-moving business, that delay means missed opportunities and late reactions.
Executives make decisions on gut feeling because dashboards are too complex. You built a beautiful dashboard in Looker or Google Data Studio. Leadership looked at it once, found it overwhelming, and went back to asking "how are we doing?" in Slack. Raw dashboards with 40 metrics and no narrative context do not drive decisions. People need plain-English insights that tell them what changed, why it matters, and what to do about it.
The solution
How OpenClaw solves this.
Here is the primary automation workflow for this category, visualized step by step. Click any step to expand the full details, including the exact tools involved and time saved.
Scheduled Trigger: Monday 7:00 AM
A cron job fires the reporting workflow at the start of every business week
Pull Pipeline Data from CRM
Saves 20 min/reportFetch all active deals, stage changes, and close dates
Pull Revenue Data from Stripe
Saves 15 min/reportFetch MRR, churn, new revenue, and payment failures
AI Analyzes Trends and Anomalies
Saves 30 min/reportIdentify what changed and why it matters
Generate Summary Report
Saves 15 min/reportFormatted report with metrics, insights, and recommendations
Post to Slack and Archive
Saves 10 min/reportReport hits the team channel and saves to Google Sheets
Weekly Report Delivered Before 7:15 AM
Every metric, trend, and insight compiled, analyzed, and distributed automatically. Before anyone opens their laptop.
This weekly pipeline report is the most common starting point. You can extend it with daily Slack summaries, monthly board reports, and real-time anomaly alerts.
Available workflows
Workflows you can deploy.
While there are no dedicated sub-workflow pages for reporting yet, here are the specific reporting automation scenarios you can deploy with OpenClaw.
Weekly Pipeline and Revenue Report
Every Monday at 7am: pull CRM pipeline data, Stripe revenue, and activity metrics. AI writes a narrative summary with trends and recommendations. Post to Slack, archive to Google Sheets.
Daily Sales Activity Digest
Every morning: summarize yesterday's calls, emails sent, meetings booked, and deals moved per rep. Post a 5-line Slack summary per team. Flag reps below activity thresholds.
Monthly Board Report Generator
On the first of each month: compile the full month's data across all tools. Generate a formatted report with month-over-month comparisons, cohort analysis, and forward projections.
Real-Time Anomaly Alerts
Continuous monitoring: when MRR drops suddenly, churn spikes, or a large deal changes status, OpenClaw sends an immediate Slack alert with context. You find out about problems in minutes instead of next Monday's report.
Results
What real results look like.
Report Creation Time
Before: 2+ hours of manual assembly
After: Fully automatic, delivered by 7:15 AM
Data Freshness
Before: 3-4 days old by the time it reaches the team
After: Current as of the workflow run
Insight Quality
Before: Raw numbers requiring interpretation
After: AI-generated narrative with trends and actions
Team Alignment
Before: Fragmented view across 5+ tools
After: Single source of truth in Slack and Sheets
Requirements
What you will need.
OpenClaw (free, open source) running on a VPS ($5-15/month). Plus AI API keys from OpenAI or Anthropic ($5-20+/month depending on volume). And your existing tools:
Stripe, HubSpot, Notion, OpenAI, and Slack. Most of these have pre-built skills on ClawHub that install in under a minute.
Realistic monthly cost: VPS: $5-15/month. AI API costs for report generation: $2-8/month. Total: $7-23/month for fully automated reporting.
Clari ($50+/user/month), Gong's analytics ($100+/user/month), or custom BI tools ($200-500/month) provide similar insights. You are getting automated reporting for a fraction of the cost.
Implementation
Getting started.
Install OpenClaw and connect your data sources
Get OpenClaw running and connect your CRM API (HubSpot or equivalent) and Stripe API key. Each connection takes 5-10 minutes.
Define your report structure and metrics
Tell OpenClaw which metrics matter: pipeline by stage, revenue trends, activity metrics, deal velocity. Write the AI prompt for the narrative summary.
Configure distribution channels
Set the Slack channel for weekly reports. Connect Google Sheets for data archiving. Choose your schedule (Monday 7am is the most common).
Run a test report and tune the output
Trigger the workflow manually. Review the report for accuracy, formatting, and insight quality. Adjust metrics and prompts, then enable the scheduled run.
Related guides
Keep exploring.
Common questions
OpenClaw for Reporting & Analytics: FAQ
Want this running
by Friday?
Our team builds your automation end to end. You describe what you need, we deliver a working OpenClaw setup on your infrastructure. Or join the free Skool community to see how other operators are automating their workflows.
Written by
Kevin Jeppesen
Founder, The Operator Vault
Kevin is an early OpenClaw adopter who has saved an estimated 400 to 500 hours through AI automation. He stress-tests new workflows daily, sharing what actually works through step-by-step guides and a security-conscious approach to operating AI with real tools.