Deskless by IVP.ai

The routine work, done overnight.

Deskless by IVP.ai runs scheduled workflows on your own governed data: reports, record enrichment, invoice chasing, risk alerts, weekly briefings, or the process that's unique to your business. Finished work lands in the tools your team already uses, before anyone has to ask for it.

Book a demo See example workflows

Guided setup: we connect your systems and configure your first workflows with you.

Weekly site performance reportWorkflow

Runs: Mondays, 06:00
Reads: Sales, labour hours and compliance checks by site from the IVP.ai Data Layer
Steps: 1Pull last week by site
2Compare with target and the week before
3Write a short summary per site
4Flag sites that need attention
Delivers: A PDF per site, to Google Drive
Review: Flagged sites go to the operations director, with the figures that flagged them

Illustrative example of a Deskless workflow.

01 / Example workflows

The work your team rebuilds every week.

Each Deskless workflow reads from the IVP.ai Data Layer, does the same job the same way every time, and delivers a finished output. The five below are common starting points, not a limit: if a job follows a repeatable process and the data is in your systems, Deskless can run it.

01
Operational reports
Site, region or franchisee performance reports built from current data, in the same format every week.
Runs
Weekly, before the Monday meeting
Delivers
PDF or Google Doc per site
02
Record enrichment
Every row in a dataset researched and filled in: missing company details, contacts, recent news, scored and flagged.
Runs
Once over a dataset, or nightly for new records
Delivers
CSV, or written back to your CRM
03
Invoice chasing
Overdue invoices identified and reminders drafted, limited to the accounts your existing credit control doesn't already cover.
Runs
Daily
Delivers
Reminder emails and a chase log
04
Risk alerts
Contracts, accounts or sites that cross a threshold flagged with the figures that triggered the alert.
Runs
Daily or weekly
Delivers
Alert summary to the owner
05
Weekly briefings
A short written summary of what moved this week, for leadership or for each manager's own patch.
Runs
Weekly
Delivers
Google Doc or email
06
Your process
Any repeatable job that runs on your data, including the ones unique to your business. Start from a template, configure it yourself in the no-code workflow designer, or describe how your team does it today and we'll build it with you.
Runs
Once, or on whatever schedule it needs
Delivers
In the format your team already uses

Case study · Fire Safety

A whole renewal process, with people kept on the pricing.

Seven workflows across six stages of a maintenance renewal process. The review that took days of spreadsheet work now happens in a single run.

Read the case study

02 / How work is delivered

On a schedule, in the formats you already use.

Run a workflow once over a whole dataset, or set it to run daily, weekly or monthly. Nobody has to remember to start it. The output is the deliverable: a document ready to send, a file ready to import, or an update written straight into your existing systems.

Google Docs and Word

Reports and briefings ready to read or send.

CSV and spreadsheets

Enriched or scored datasets ready to import.

PDFs

Consistent documents for every site or client.

Your existing tools

Updates sent to Google Drive, Slack, HubSpot, Salesforce and more, or via webhook.

OutputsThis week

AllPDFWordCSVReport

PDFSite performance, LeedsWeekly site performance reportMon 06:04
PDFSite performance, YorkWeekly site performance reportMon 06:04
DOCLeadership briefingWeekly briefingMon 07:12
CSVEnriched accountsRecord enrichmentSun 23:40
CSVOverdue invoices chasedInvoice chasingFri 06:21

Illustrative example. Every output is kept, filterable by workflow and format.

03 / Why it's reliable

It runs on the IVP.ai Data Layer.

Most automation fails quietly: a field changes in one system, a sync breaks, and the report goes out wrong. Deskless doesn't connect to each app separately. Every workflow reads the same governed, cleaned and joined data from the IVP.ai Data Layer, so a change is fixed once, in one place.

Governed data, not raw exports

Workflows read the same cleaned, joined, permissioned data as your dashboards, so the numbers agree.

Workings you can check

Workflows can show the figures behind each decision and hand back anything they can't fully check, so your team stays in control.

Runs without being remembered

Schedules run whether or not anyone is in the office. Every run and its output is kept, so you can see what happened.

About the IVP.ai Data Layer

04 / In the product

Every workflow, its runs and its outputs in one place.

Weekly marketing reportWorkflow designer

01 · Data source
Channel performance
Rows from the IVP.ai Data Layer
02 · AI step
Analyse each channel
Against target and last week
03 · Combine
Write the report
Headline, movement, drivers
04 · Output
Designed document
PDF and Word, to Google Drive

Runs every Monday at 06:00Last run: delivered

Illustrative example: each step reads from the one before and the last produces the document.

Tasks and run history

See every workflow, when it last ran and how many runs it has completed.

Connected tools

Connect each workflow to the tools it needs, such as Google Drive and Slack, without code.

Ask about past runs

Ask questions across previous outputs in plain English, for example "Which contracts were flagged last week?"

05 / Comparison

How Deskless compares.

Deskless compared with chat AI tools and app automation tools
Feature	Deskless	Chat AI tools	App automation tools
Runs over a whole dataset automatically	Every row	One prompt at a time	No reasoning step
Connected to governed operational data	IVP.ai Data Layer	Manual uploads	Per-app connections
Scheduled recurring runs	Daily, weekly, monthly	Manual only	Trigger-based
Finished documents and files	Ready to use	Copy and reformat	Not designed for it
Setup	Guided, with our team	Self-serve	Technical build