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How to automatically pull data for reports, charts, and dashboards

Charts, reports, and dashboards help you identify trends you can use to understand, improve, and develop your performance. Automation can help you get the most of the tools you use to communicate data and make them less labor-intensive to use.

By Wren Noble

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4 min read

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'