The challenge
Every Thursday, someone at Halden & Co spent the afternoon pulling numbers from a dozen tools into one weekly marketing report.
“It was the most important report of the week, and the most annoying to build,” says Sofia Castillo, Growth Lead at Halden & Co.
The approach
The team connected its ad, analytics, and CRM tools to Lumora and set up an agent that builds the report automatically and posts it to Slack every Friday at 8am.
The agent also flags unusual changes, so the team sees what moved, not just the totals.
The results
Reporting now takes four fewer hours a week, every report has arrived on time, and data from 12 sources lives in one place.
“Our weekly reports used to take a full afternoon. Now they’re ready every Friday morning.”
Halden & Co now uses Lumora for campaign launch checklists and client updates too.
Our weekly reports used to take a full afternoon. Now they're ready every Friday morning.
HC
Sofia Castillo
Growth Lead
HC
Halden & Co
INDUSTRY
Media
COMPANY SIZE
75 employees
CHAMPION
Sofia Castillo
01
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