Recurrent reports summarization and distribution

Purpose

1.1 Automate periodic aggregation, summarization, and distribution of administrative, academic, or compliance reports for acupuncture schools.
1.2 Ensure faculty, admin personnel, and accrediting bodies receive customized, timely reports via preferred communication channels.
1.3 Standardize formatting and content extraction from various internal data sources (student records, class attendance, financial logs) into targeted summaries.

Trigger Conditions

2.1 Scheduled intervals (daily, weekly, monthly, or custom academic cycle) set via cron or calendar event.
2.2 New data entry or threshold met in CMS, SIS, or financial system (e.g., end of semester, updated grades, payment receipts).
2.3 Manual trigger via admin dashboard for ad-hoc summaries.

Platform Variants

3.1 Google Sheets
• Feature/Setting: Scheduled Export via Google Sheets API (Sheets.Spreadsheets.Values.get) for extracting tabular report data.
3.2 Microsoft Outlook
• Feature/Setting: Office365 Send Mail API endpoint for automated email with summary attachments.
3.3 Slack
• Feature/Setting: Incoming Webhooks API for posting report digests in admin channels.
3.4 Dropbox
• Feature/Setting: Files Upload endpoint for archiving snapshots of periodic reports in designated folders.
3.5 Zapier
• Feature/Setting: Schedule trigger + Email by Zapier action to relay reports to staff distribution lists.
3.6 Airtable
• Feature/Setting: Automation run + Airtable API listRecords endpoint to collect student attendance or grades.
3.7 SendGrid
• Feature/Setting: Mail Send v3 API for distributing formatted report summaries via branded emails.
3.8 Twilio SendGrid
• Feature/Setting: Marketing Campaign interface for mass distributions or segmented mailing based on faculty roles.
3.9 Notion
• Feature/Setting: Notion API append block for real-time summary publishing in shared admin workspace.
3.10 Trello
• Feature/Setting: Cards Create API for report notification cards in operations or compliance boards.
3.11 Salesforce
• Feature/Setting: Reports and Dashboards REST API for exporting insights and initiating report sends.
3.12 Mailgun
• Feature/Setting: Messages API for scheduled email delivery of compliance summaries.
3.13 Microsoft Teams
• Feature/Setting: Incoming webhook to distribute reports in staff team channels.
3.14 Pabbly Connect
• Feature/Setting: Scheduler + Email module to trigger and send out emails with attached summaries.
3.15 Monday.com
• Feature/Setting: Automations + API item creation for archiving summary data in project timelines.
3.16 ClickUp
• Feature/Setting: Tasks API for generating tasks based on report outcomes or irregularities.
3.17 Zoho Mail
• Feature/Setting: SendMail endpoint for recurring internal communication of performance metrics.
3.18 Asana
• Feature/Setting: Create Task API for tracking follow-up activities derived from report findings.
3.19 Box
• Feature/Setting: Upload File API for centralizing access to latest administrative documents.
3.20 Google Drive
• Feature/Setting: Drive API file upload for shared storage and permission-controlled report access.

Benefits

4.1 Saves administrative effort, reduces manual compilation errors.
4.2 Enhances timely compliance and audit preparation.
4.3 Improves visibility and stakeholder communication.
4.4 Ensures data security and access traceability.
4.5 Supports scalable operations as student numbers and reporting complexity grows.