CallMerlin Boards.Templates and live demos.
Multi-panel overviews from your connected tools. Try live demos or start with a free template.
Live demos
Daily brief
Morning KPIs, calendar, outstanding and urgent inbox.
Trigger: daily brief
Monday brief
Week pipeline, calendar and support in one week board.
Trigger: monday morning
Account health
Customer dossier: pipeline, outstanding and meetings.
Trigger: account health + customer
Cash collect
Outstanding, aging and payouts in one cash board.
Trigger: cash position
Support queue
Tickets, SLA and queue in one board.
Trigger: support queue
Hosting health
Site status, SSL and updates for agencies.
Trigger: hosting health
Order fulfillment
Open orders, late shipments and stock in one board.
Trigger: order fulfillment
Pipeline standup
Deals in motion for sales teams.
Trigger: sales standup
Inbox triage
Urgent mail and follow-ups in one board.
Trigger: inbox triage
Campaign pulse
Open rates and pending social posts.
Trigger: campaign pulse
HR today
Leave, tasks and onboarding today.
Trigger: hr today
Meeting day
Agenda, prep notes and open actions.
Trigger: meeting day
Collections desk
Overdue list and call priorities.
Trigger: collections desk
Dev delivery
Open PRs, CI red and sprint blockers.
Trigger: dev delivery