Birchgold: the morning dashboard
20+ hours a week back · birchgold.com
Birch Gold Group runs a busy operations desk. The numbers it needed each morning lived in spreadsheets, the CRM, and inboxes, and the picture had to be rebuilt by hand every day.
Architecture
Fourteen n8n flows pull from HubSpot, Google Sheets, and a mailbox every fifteen minutes and land normalised rows in Postgres. Each flow has an owner, a retry policy, and a dead-letter table, so a failed sync is visible rather than silent.
A Next.js app reads that database and renders six screens: live work, exceptions, owners, ageing, daily totals, and a stuck list. Role-based views mean the floor, team leads, and management see different cuts of the same data.
Checks
Every sync is reconciled against row counts at the source. If a count drifts by more than a few percent, the screen shows a stale badge and Slack gets a message with the flow name and the last good run. Nothing is estimated to make a chart look complete.
What changed
About twenty hours a week of spreadsheet handoffs are gone. Everyone works from the same numbers, and stuck items surface before they become a problem.