Automated Reporting from MongoDB

The Challenge

A lead generation company using Masterleads (ThatApp.io + MongoDB) was manually exporting communication data every week to create reports for clients and internal ops reviews.

Their reporting pain points:

• 1-2 hours per week pulling data from MongoDB and formatting in Excel
• Inconsistent metrics across reports (human error in formulas)
• No daily or monthly reporting cadence—only weekly (clients wanted more visibility)
• Ops managers couldn't self-serve reports—had to ask data team every time
• No aggregation by owner, channel, or call outcome (missed, answered, voicemail)

They needed an automated system that pulled data on schedule, aggregated it correctly every time, and emailed formatted reports to stakeholders without manual intervention.

The Solution

AutoFlux built a fully automated reporting pipeline using n8n, ThatApp.io (MongoDB connector), and scheduled triggers to generate and deliver reports daily, weekly, and monthly:

How It Works:

1. Scheduled Triggers (n8n Cron):
   • Daily report: 8 AM every day
   • Weekly report: Monday 8 AM
   • Monthly report: 1st of month, 8 AM
2. Data Pull (ThatApp.io + MongoDB):
   • Connects to Masterleads MongoDB via ThatApp.io API
   • Queries communication logs for date range (yesterday, last 7 days, last month)
   • Pulls: call/text records, owner, channel (inbound/outbound), status (missed, answered, voicemail), timestamp
3. Data Aggregation (n8n + JavaScript):
   • Groups by owner (sales rep or account manager)
   • Aggregates by channel (calls vs texts)
   • Counts by status:
     • Missed calls
     • Answered calls
     • Voicemails
     • Texts sent/received
   • Calculates key metrics:
     • Answer rate % (answered / total calls)
     • Response time (avg time to answer/reply)
     • Volume trends (compared to previous period)
4. Report Generation:
   • Formats data into clean Excel spreadsheet (separate tabs for daily/weekly/monthly)
   • OR exports as CSV for import into other tools
   • Includes summary dashboard: total calls, answer rate, top performers
5. Email Delivery:
   • Sends report via email to:
     • Ops managers (daily + weekly)
     • Client stakeholders (weekly + monthly)
     • Sales reps (individual performance only)
   • Email body includes quick summary + attachment

Tech Stack:

Results

"This automation completely eliminated a huge weekly bottleneck. Our clients love getting daily visibility into call performance, and our ops team can make faster decisions because they don't have to wait for someone to pull a report. It just works."

– Operations Director, Lead Gen Company

Key Takeaways

• Scheduled Automation = Predictable Ops: Automating reporting on a fixed schedule ensures stakeholders always have fresh data without asking.
• Aggregation Logic is Critical: Correctly grouping by owner, channel, and status required careful spec work upfront—but once built, it ran perfectly every time.
• Multiple Cadences Add Value: Offering daily, weekly, and monthly reports gave different stakeholders the granularity they needed (clients wanted monthly trends, ops wanted daily pulse checks).