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Multi-Source Data Consolidator

Example prompt: "Every Monday morning, pull our open support tickets from Zendesk, active deals from HubSpot, and overdue tasks from Asana, then combine them into a single 'Weekly Status' Google Sheet and email the link to our leadership team."

How to automate multi-source data consolidation with GloriaMundo

The Problem

Leadership wants a single view of what is happening across the business, but the data lives in multiple different tools. Someone — usually an ops person or an EA — spends the first hour of every Monday morning logging into each system, exporting or copying numbers, pasting them into a spreadsheet, and tidying up the formatting before sending it around. The work is not difficult, but it is tedious and time-sensitive. If they are off sick or on holiday, nobody gets the report. And because it is manual, small errors creep in: a filter set wrong in one tool, a row pasted into the wrong tab, a column that quietly changed names.

How GloriaMundo Solves It

We build a scheduled workflow that runs at the start of each week and does the gathering for you. Integration steps pull data from each source — open tickets from Zendesk, active deals from HubSpot, overdue tasks from Asana. A code step merges and reshapes the data into a consistent format: one tab per source, with a summary tab that calculates totals and highlights anything that needs attention. Another integration step writes the consolidated data to your Google Sheet, clearing the previous week's data first. A final integration step emails the team a short message with the sheet link and a one-paragraph summary generated by an LLM step. Glass Box preview shows you exactly what data will be pulled and how it will be structured before the workflow runs for real.

Example Workflow Steps

  1. Trigger (scheduled): Runs every Monday at 8:00 AM.
  2. Step 1 (integration): Fetch open support tickets from Zendesk.
  3. Step 2 (integration): Fetch active deals and their stages from HubSpot.
  4. Step 3 (integration): Fetch overdue tasks from Asana.
  5. Step 4 (code): Merge the three data sets into a consistent format with a summary section calculating totals and flagging items that need attention.
  6. Step 5 (integration): Write the consolidated data to the 'Weekly Status' Google Sheet.
  7. Step 6 (llm): Generate a brief plain-language summary of the key numbers and any notable changes from last week.
  8. Step 7 (integration): Send an email to the leadership distribution list with the summary and a link to the sheet.

Integrations Used

  • Zendesk — source of open support ticket data
  • HubSpot — source of active deal pipeline data
  • Asana — source of overdue task data
  • Google Sheets — destination for the consolidated weekly report
  • Gmail — delivers the report summary and sheet link to stakeholders

Who This Is For

Operations managers, chiefs of staff, and executive assistants who are responsible for compiling weekly status reports from multiple business tools. Particularly useful in teams of 20-100 people where no single dashboard product covers all the tools in use.

Time & Cost Saved

Manually pulling data from three or four systems, formatting it, and distributing it typically takes 45-90 minutes per week. Over a year, that is 40-80 hours spent on a task that is purely mechanical. This workflow runs unattended every Monday morning, and the team has a fresh report in their inbox before the first meeting. The time saved compounds further because the report is consistent — no missed weeks, no formatting drift, no accidental filter errors.