Automation

Automate repetitive workflows and focus your time where it matters

Stop manually compiling spreadsheets and sending office-wide emails. Save time by automating repetitive tasks as and when you need.

Automate workflows and reporting
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Trigger your automations
Triggers

Control exactly how to begin your automations

Trigger events when any data point you integrate from your CRM, VoiP, Sales Engagement, or Timesheet software reaches a specific value or increases by a chosen percentage. Or simply choose a recurring time and date to begin.

Actions

Send communications where you need them most

Send communications to the systems that you use most often. Choose from TVs, In-App messaging, Microsoft Teams, or good old email.

Automate communications precisely

We use a CRM called Loxo, which has not fully developed it's data reporting function yet. I need to access crucial sales and KPI info quickly and easily - OneUp does this and automates it so I get the reports I need every morning!

Automate recurring workflows
Workflows

Deliver recurring reports directly to your inbox

Send any report you have configured directly to your inbox. Control who it gets sent to, when it gets sent, and how often.

Triggers Log

Track all your automated worfklows

View a complete audit trail of all the automations that have been triggered for the last 90 days, so you can always keep your finger on the pulse.

Automation trigger log

Integrate directly with the tools you already use

OneUp is designed to enhance the reporting and analytics capabilities of your current tech stack.

oneup-integrations

See OneUp in action

Book a demo and discover how 300+ teams use OneUp to hit target faster.