Problem Statement: The senior management of the client company was mostly on the road and they required a quick way to see the latest version of dashboards on their mobile. These dashboards aggregated data from multiple sources – including sheets used by employees and a popular CRM. Before coming to us, the process was to request someone in the office to send this data and it would take between 30 mins to an hour to prepare with occasional errors and formatting issues.
Magikos Solution: Our scripts queried the employee’s sheets and used API provided by the CRM to create the dashboards on the fly whenever needed. Then, we created a telegram bot for senior management and mapped different keywords to dashboard files and parameters. For example, sending the message “Sales Dec 2019” to the bot would create a Sales dashboard for the period of December 2019, convert to PDF and mail it to the person requesting it.