Actiondesk Workflow Automation Tool

Actiondesk empowers businesses to make informed decisions based on data, centralizing various data sources in one place and enabling rapid report construction. This tool promises a modern data stack experience for a fraction of the typical cost, and allows users to avoid guessing and start making data-driven decisions.

Key Features

  • Centralized Data Management: Bring together all your data sources into one unified platform.
  • Data Transformation: Benefit from the expertise of data engineers to reshape your data for better insights.
  • Comprehensive Dashboards: Construct any dashboard you need to monitor your metrics.
  • Customizable views: Users can customize how data is displayed, similar to pivot tables and filters in traditional spreadsheets.
  • Complex calculations: Offers the capability to conduct complex computations just like any advanced spreadsheet tool.

Use Cases

  • Sales Teams: Track pipelines, sales rep performance, conversion rates, and more.
  • Marketing Teams: Aggregate all marketing data to monitor spend by channel, conversion rates, cost per lead, CAC, and sales funnel progress.
  • SaaS: Keep an eye on metrics like MRR, churn, retention, CAC, LTV, and sales close rate.
  • Ecommerce: Centralize all e-commerce data to evaluate acquisition channel performance, CAC, ROAS, retention cohorts, etc.

Pros and Cons


  • Intuitive, spreadsheet-like feel enabling easy tests, analyses, and live access to SQL data.
  • No need for external development assistance thanks to easy data table reading capabilities.
  • Powerful spreadsheet functionalities, automatic data refresh, and multiple data import integrations.
  • Comprehensive data visualization capabilities through charts and pivot tables.


  • Might have a learning curve for those not familiar with databases.


Actiondesk offers a free trial for users to try out their service. After the trial period, you will need to choose one of their paid subscription plans to continue using the service. Here are the details of some of the plans:

  • Basic: This plan starts at $150 per month and includes 2 classic data sources, with additional sources available for $50 per month each. The refresh time for this plan is daily.
  • Growth: This plan starts at $600 per month and includes 4 classic data sources, with additional sources available for $50 per month each. Premium data sources are also available for an additional $150 per month each. The refresh time for this plan is hourly and it includes unlimited users.
  • Enterprise: This plan offers custom pricing and includes a custom number of classic and premium data sources. The refresh time for this plan is also custom. It includes unlimited users and custom data analyst time, as well as custom models and tables.

You can check out their pricing page for more information about each plan to make the best decision for your business.

User Experience

Users have highlighted the ease of setting up Actiondesk, with the comfort of spreadsheet functionalities combined with extensive data integration capabilities. Data can be imported, explored, transformed, and auto-refreshed without SQL knowledge. Features familiar to spreadsheet users, such as COUNTIF(), SUMIF(), and LOOKUP(), can be employed without learning a new system. Additionally, it offers data visualization through various charts, and pivot table constructions for deeper data analyses. Collaboration is streamlined with report automation options via Slack or Email, ensuring team members stay updated without additional log-ins.

Customer Support

Support is primarily provided through Email.

Community and Learning Resources

Actiondesk offers a rich set of learning resources including their comprehensive Knowledge Base, an FAQ section to address common queries, step-by-step Tutorials to guide users through various features, and a Blog that regularly provides insights, updates, and best practices.

Security and Reliability

Actiondesk ensures that data security is a priority. With encrypted connections and stringent privacy policies, users can trust the platform with their data. Details on uptime and reliability should be referenced directly from the vendor.


Actiondesk is integrated natively with a plethora of data sources including but not limited to: MySQL, Google Analytics, PostgreSQL, Microsoft Server SQL, Amazon Redshift, Salesforce, HubSpot, Airtable