Accounting and FinancialsPurpose
1.2. Ensure timely automated distribution of these reports to all relevant stakeholders (owners, accountants, partners, government agencies, etc.).
1.3. Automatedly collate transactional data, calculate totals, reconciliation, and generate summary and detail-level breakdowns.
1.4. Improve compliance, financial oversight, and stakeholder visibility via seamless automation.
Trigger Conditions
2.2. Data availability: process only starts if all daily transactions and reconciliation entries are present for the month.
2.3. Manual override: allows on-demand automation for ad-hoc periods or corrections.
Platform Variants
3.1.1. Feature/Setting: “Schedule cloud flow” to automate triggering; “Create file” in Excel/SharePoint for compiling reports; “Send an email (V2)” for automated report dispatch.
3.2. Google Workspace (Apps Script + Gmail)
3.2.1. Feature/Setting: Time-driven triggers in Apps Script to automate report generation; Gmail API automatedly sends to mailing list.
3.3. Zapier
3.3.1. Feature/Setting: Schedule automation trigger; Formatter to automate CSV/PDF formatting; Gmail/Outlook integration for automated reporting.
3.4. Workato
3.4.1. Feature/Setting: Scheduler and Data pipeline recipe for report creation; automated email workflow to distribute.
3.5. Make (Integromat)
3.5.1. Feature/Setting: Scheduler module automates flow; Google Sheets/Drive modules for compiling and attachments; Email modules for automatic distribution.
3.6. AWS Lambda
3.6.1. Feature/Setting: Scheduled event automation (CloudWatch); script generates files; SES automates email dispatch.
3.7. Azure Logic Apps
3.7.1. Feature/Setting: “Recurrence” trigger; Excel/Blob Storage for report construction; email connector automates send-out.
3.8. Salesforce
3.8.1. Feature/Setting: Process Builder/Scheduled Flow; Reports feature; automated Email Alerts to contacts.
3.9. HubSpot
3.9.1. Feature/Setting: Workflows automation; Custom Reports; automate send using Marketing Email API.
3.10. QuickBooks Online
3.10.1. Feature/Setting: Scheduled Reports; Automated email scheduling in “Reports” tab.
3.11. Xero
3.11.1. Feature/Setting: “Report Templates” with scheduled automation; Email distribution configuration.
3.12. Tableau Server
3.12.1. Feature/Setting: Scheduled Extracts & Subscriptions; automate PDF export and send.
3.13. Power BI
3.13.1. Feature/Setting: “Schedule refresh” automation; email subscriptions for auto-sharing.
3.14. Slack
3.14.1. Feature/Setting: Incoming Webhook API; automate report messages or file drops to channels.
3.15. SendGrid
3.15.1. Feature/Setting: “Send Email” API; automate template with attachment for report sending.
3.16. Twilio SendGrid
3.16.1. Feature/Setting: Email API for bulk and transactional sends; automates with monthly trigger script.
3.17. Dropbox
3.17.1. Feature/Setting: API to automate file upload; Shared Link API for distribution automation.
3.18. Box
3.18.1. Feature/Setting: Automate uploads using Uploads API; Collaboration API to auto-invite recipients.
3.19. Monday.com
3.19.1. Feature/Setting: Automations to trigger report run; files API for attachment; email integrations for dispatch.
3.20. Trello
3.20.1. Feature/Setting: Power-Ups & Butler automation; auto-attach reports to cards; notify team by automated email.
Benefits
4.2. Automates compliance with regulatory and partner reporting expectations.
4.3. Enables real-time oversight and decision-making by automatedly ensuring stakeholders always receive up-to-date reports.
4.4. Scalable automation for multi-site redemption centers and complex stakeholder networks.
4.5. Auditable, consistent, and traceable reporting with every run of the automator process.