Automate your executive stack
As an executive, you spend your time driving strategic decisions. Let Zapier handle your KPI reporting, board updates, and more with built-in logic and conditions. With thousands of secure app integrations—including hundreds of AI apps—you'll reclaim your time to focus on work only you can do.
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Solutions for every layer of leadership
Every executive relies on a mix of tools, like a BI platform, dashboards, and planning apps. The solutions below lead to pre-built, customizable workflow templates that connect those tools—so decisions move faster, reporting stays current, and your AI apps slot right into your existing stack. And with built-in security and governance, you can move faster without risking KPI accuracy, sensitive data, or the trust you've worked so hard to earn with your board.
Reporting management
Simplify executive reporting with automated KPI tracking, dashboard updates, board reports, and performance alerts
Investor & board reporting
Accelerate board reporting with automated KPI updates, deck prep, investor summaries, and stakeholder alerts
Crisis & incident management
Accelerate incident response with automated alerts, escalations, stakeholder updates, and post-incident reporting
Team & org management
Streamline team alignment with automated goal tracking, headcount requests, leadership reporting, and approval workflows
Meeting management
Simplify meeting execution with automated scheduling, agenda prep, attendee updates, and follow-up tasks
Strategy & planning
Accelerate strategic planning with automated goal tracking, KPI reporting, stakeholder updates, and dashboard refreshes
Corporate development
Accelerate strategic dealmaking with automated target screening, due diligence, valuation reviews, and integration tracking
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
What is executive automation?
Automation for executives uses software to do repetitive tasks for you across every layer of your org. That way, you can make faster decisions and keep teams aligned.
Executive challenges automation solves
Reporting lags behind the business
Cross-functional visibility is hard to get
Too many decisions wait on manual updates
Board prep turns into a last-minute scramble
Strategic priorities get buried in daily noise
KPI tracking lives in too many spreadsheets
How it works
Automation for executives connects your tools, triggers actions from business data, and streamlines workflows across reporting, planning, and cross-functional ops. Update dashboards, send briefings, and flag KPI changes automatically—without chasing teams for status.
Step 1
Connect your tools
Integrate your BI platform, CRM, project tools, finance systems, and planning apps.
Step 2
Define triggers
Set actions to run when metrics change, projects shift, budgets update, or meetings approach.
Step 3
Automate & measure
Update dashboards, send alerts, compile briefings, and notify leaders automatically.
Transform your leadership with Zapier
Elevate your executive operations with Zapier's automation capabilities. Track KPIs, streamline board reporting, and improve cross-functional visibility—and that's just the start.
KPI tracking and reporting
See the numbers that matter
Automate KPI tracking and reporting across your leadership stack. Pull data from BI tools, CRMs, and finance systems, then update dashboards and send summaries on schedule.
Track KPIs from core systems
Automatically pull KPI data from your BI platform, CRM, and finance tools so leadership always has a current view of performance.
Send metric updates on schedule
Schedule recurring metric summaries to land in email or Slack so updates reach leaders without manual prep.
Flag changes in key trends
When a number moves outside your threshold, send an alert right away so the right leader can step in quickly.
Share scorecards with stakeholders
Publish scorecards to Slack, email, or docs automatically so stakeholders see progress without asking for updates.
Compare targets across business units
Use data from multiple systems to show how each business unit is pacing against goals in one shared report.
Connect your apps to build a more efficient workflow
Zapier integrates with thousands of tools so you can automate processes across your stack, streamline work, and keep everything in sync.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your entire workflow?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.