Autotask’s intuitive PSA user interface automates and categorizes project workflows, helping to ensure projects are completed on-time, on-budget, and on-spec. Syncing data to Sourcetable lets users combine findings from Autotask projects with inputs from other key platforms and databases, easily and at a glance, to inform business decisions.
Sourcetable can be used to intuitively automate data and processes from Autotask and other platforms, freeing up time to focus on other important aspects of your business.
Compile data from Autotask and multiple other databases and platforms in one easy-to-use spreadsheet, without the need for additional coding - making it accessible to everyone on your team, all in one place.
Sourcetable’s full suite of visualization tools meets all your reporting needs. Create visually striking charts, graphs, conditional formatting and pivot tables, and share among your team to highlight the metrics that matter most.
Use out of the box, tried and tested templates to cross-reference Autotask data, and enhance ongoing collaboration across your entire organisation.
Analyse Autotask PSA data quickly and easily in intuitive cross-channel reports.
Compile all relevant Autotask data into a single spreadsheet, identifying key insights behind the numbers so you can assess and improve ongoing projects.
Online businesses integrating Autotask with Sourcetable have access to all relevant data on projects, issues, workflows and collaborators.
B2B Platforms
Software as a Service
(SaaS) companiesB2C Marketplaces
Autotask + Sourcetable
Autotask + Sourcetable
Autotask + Typeform
Autotask + Mailchimp
Autotask + Sourcetable
Connect, sync and query your Autotask PSA data alongside findings from 30+ other sources, driving decisions and improving ongoing projects
Automate your Autotask data and processes, freeing up time to focus on other projects and business ventures
Sourcetable spreadsheets are designed to be intuitive and user-friendly, so anyone can view key data from Autotask - and other collaborative platforms such as Jira and Asana - at a glance without code.