Productivity
Simplekpi for your Agent
Flow can look up tasks, projects and pages in Simplekpi, and with read and write access it can create and update them, for example to turn a tender’s deadlines into tasks.
It asks for your approval before it changes anything in Simplekpi. Connect with your Simplekpi account credentials.
Connect Simplekpi in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Simplekpi.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Simplekpi.
What Flow can do depends on what Simplekpi offers through its API and on the access you choose.
Things to ask
Type these to Flow once Simplekpi is connected.
- Simplekpi
Create a task in Simplekpi for each document the Lyon tender asks for, due two days before the deadline.
- Simplekpi
What is still open in Simplekpi for our hospital bid?
About Simplekpi
Simplekpi is cloud-based KPI software that lets you create, manage, and analyze performance indicators. It streamlines tracking and reporting so you can focus on actionable insights.
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