Accounting & Administration AutomationPurpose
1.2. Ensure timely, accurate payout information, improve accountability, reduce manual errors, and centralize commission-related records.
1.3. Facilitate compliance, boost transparency, and accelerate staff satisfaction by streamlining commission communication.
Trigger Conditions
2.2. Upload or finalization of commission calculation file in accounting or payroll system.
2.3. Manager approval of sales performance review.
2.4. Receipt of API webhook from ERP or sales system indicating commissions ready.
Platform Variants
3.1. Microsoft Power Automate
• Feature: Scheduled Flow or File Trigger; automate PDF statement creation and Outlook email distribution.
• Config: Trigger: SharePoint "file added", Action: "Send an email (V2)", attach statement.
3.2. Zapier
• Feature: Google Sheets/New Row trigger + Gmail/Send Email.
• Config: Trigger: "New Spreadsheet Row", Action: Gmail "Send Email" with PDF attachment.
3.3. Salesforce
• Feature: Process Builder/Flow Builder with "Send Email".
• Config: Trigger: Object update "Commission Statement", Action: "Email Alert" to user.
3.4. HubSpot
• Feature: Workflow Automation; trigger custom property update to email template action.
• Config: Trigger: "Commission Statement Generated", Action: "Send Internal Email".
3.5. QuickBooks Online
• Feature: Workflow App Integration (Zapier/Make) or custom API.
• Config: Trigger: "New Expense/Payment", Action: Send statement via email.
3.6. Xero
• Feature: Workflow Automation via API (e.g., Make).
• Config: Trigger: "Invoice Approved", Action: Send commission statement email.
3.7. Google Apps Script
• Feature: Time-driven script or trigger on Google Sheets edit.
• Config: Generate PDF and email using MailApp.sendEmail with attachment.
3.8. DocuSign
• Feature: API "Envelopes: send envelope" for digital statements.
• Config: Upload statement, send to recipient with "emailNotification".
3.9. Adobe Sign
• Feature: REST API "agreements/send".
• Config: Send commission file as agreement to recipient’s email.
3.10. SendGrid
• Feature: API "Mail Send".
• Config: HTTP POST including recipient and statement attachment.
3.11. Twilio SendGrid
• Feature: Transactional email with Send-at Schedule.
• Config: Set schedule, attach PDF, specify recipient.
3.12. Slack
• Feature: API "chat.postMessage" or email app.
• Config: Send commission info directly to Slack DM.
3.13. BambooHR
• Feature: Workflow or webhook trigger from Payroll.
• Config: On payroll run, trigger email via integration.
3.14. Workday
• Feature: Business Process Framework.
• Config: After payroll, trigger "Send Document" action to sales staff.
3.15. AWS Lambda
• Feature: Scheduled Function or S3 event.
• Config: On file upload, generate and email PDF statements.
3.16. Google Cloud Functions
• Feature: Trigger by Google Drive event.
• Config: On file detected, mail via GSuite API.
3.17. Mailgun
• Feature: API "messages/send".
• Config: HTTP POST with recipient/user's email, statement included.
3.18. Pabbly Connect
• Feature: Workflow automation from spreadsheet/CRM event to email.
• Config: Trigger: Row added, Action: "Send Email" with PDF.
3.19. Monday.com
• Feature: Automation; Status change triggers custom email.
• Config: "When status changes to finalized, send file to employee".
3.20. Make (formerly Integromat)
• Feature: Multi-step scenario; spreadsheet or CRM to email.
• Config: Trigger file, generate PDF, send via email module.
Benefits
4.2. Minimizes human errors, ensuring accurate commission payouts.
4.3. Increases transparency and employee trust via timely communication.
4.4. Centralizes audit trail for commission distribution.
4.5. Scales easily to match company growth or changing statement formats.
4.6. Frees accounting/administration for higher-value tasks.
4.7. Ensures compliance with internal policies and industry regulations.
4.8. Enhances staff motivation through regular and reliable commission updates.