PocketBoard: Daily Agency KPI Dashboard on Your Phone
PocketBoard: Daily Agency KPI Dashboard on Your Phone ships as a ready-to-import n8n automation package: load the bundled workflow JSON, connect the credentials listed on this page, and activate it on self-hosted n8n or n8n Cloud.
See your whole agency on one phone screen every morning — a formatted Telegram KPI dashboard with day-over-day and week-over-week trend arrows plus a 2-line AI brief on what needs attention.
- Deliver your whole business as one formatted Telegram message every morning — no BI dashboard to log into
- Track day-over-day and week-over-week movement per KPI with trend arrows and a %-to-target bar
- Get a 2-line AI brief naming what needs attention today, plus one positive highlight
- Run everything from a simple two-tab Google Sheet your team or other automations already fill
- Log each day's numbers back to a History tab automatically so tomorrow's deltas stay accurate
- Never double-send: the day is marked delivered only after Telegram succeeds, so a failed morning can be safely re-run
Setup Service — optional live install and test. Choose your tier at checkout (not tied to this template's price).
Paste the license key from your receipt. It must match this template.
Workflow summary
One workflow handles everything end-to-end.
- 1Runs every morning on a schedule in your timezone
- 2Reads your current KPIs and their targets from a Google Sheet your team already keeps
- 3Compares each number to yesterday and to the same day last week, adding trend arrows and progress to target
- 4AI writes a two-line brief on what needs attention today, plus one positive highlight
- 5Sends the whole dashboard as one formatted Telegram message to your phone
- 6Logs today's numbers back to the History tab so tomorrow's comparisons stay accurate
- 7Remembers the delivery so the same day's dashboard is never sent twice
What's included with your purchase
Every checkout includes the same practical package so you are never hunting for missing files mid-setup.
- 01Workflow JSON exports ready to import into your n8n workspace (self-hosted or n8n Cloud).
- 02Step-by-step guide that walks credential creation, node-by-node checks, and activation.
- 03Credential checklist for Google Sheets, OpenAI, Telegram. Email support@n8ntemplatestore.com if you get stuck — replies within 24 hours (SLA).
- 04Perpetual (lifetime) use license Your one-time purchase includes an ongoing right to use this template package on n8n instances you control for your own automation — not for resale or public redistribution of the files as a product. Terms & conditions.
- 05We keep the copyright Workflow JSON, guides, screenshots, and bundled assets stay our copyrighted works (or our licensors'). Payment grants the limited license in our Terms only — it does not transfer ownership.
Need a second opinion before buying? Compare the full catalog, browse more Productivity templates, see how n8n compares to Zapier and Make, or read the support policies.
Three steps to a running n8n automation
Import the workflow into n8n
Paste your API keys into the credentials panel
Press ‘activate’ — you’ll get your first report tomorrow morning
Need help setting up this n8n template?
Beginner-friendly guidance is included. Our support team will help you if you get stuck — email support@n8ntemplatestore.com or visit support.
About this template
How long does it take to set up PocketBoard: Daily Agency KPI Dashboard on Your Phone?
What if I get stuck?
Do I need to pay for Google Sheets?
Can I customize the workflow?
What if it doesn’t work for me?
Related n8n workflow templates
App Development Time Estimator
Pre-built n8n workflow template that automates productivity with OpenAI. Live in about 10 minutes.
DocChase: Client Document Collection Chaser
Pre-built n8n workflow template that automates productivity with Google Sheets. Live in about 10 minutes.
KickoffKit: Client Onboarding Automation Pack
Pre-built n8n workflow template that automates productivity with Stripe. Live in about 10 minutes.