Automatic generation of weekly/monthly executive summaries

Purpose

1. Automate the creation and delivery of weekly/monthly executive summaries for wholesale auto body parts suppliers, enabling rapid decision-making, tracking business KPIs, and automating data consolidation from inventory, sales, and procurement systems.

2. Automatically compile analytics on sales volume, fastest-moving items, supplier performance, outstanding orders, and inventory turnover, automating operational and strategic reporting for management.

3. Automate the transformation of raw data into actionable insights, notifications, charts, and performance highlights, optimizing analytics and reporting efficiency across the automotive parts operation.

Trigger Conditions

1. Scheduled automation based on a calendar: specific days/times for weekly/monthly intervals.

2. Automate on-demand trigger by management via dashboard interaction or email command.

3. Automation triggered upon completion of monthly inventory audit or sales cycle.

4. API-based automation when new data is ingested into the reporting database.

Platform Variants

1. Microsoft Power BI

• Feature/Setting: API REST queries configured on schedule; automate report export and email via Power Automate.
  
• Sample: Automate REST API POST to trigger Power BI dataset refresh, then Power Automate workflow sends PDF.
  

2. Google Data Studio

• Feature/Setting: Google Apps Script scheduled triggers automate report export and share via Gmail API.
  
• Sample: createTimeDrivenTriggers automate summary generation weekly.
  

3. Tableau

• Feature/Setting: Tableau Server REST API scheduling automate report publishing, Tableau subscription automate emails.
  
• Sample: Automate schedule task in Tableau Server for monthly snapshot.
  

4. Salesforce

• Feature/Setting: Salesforce Reports API automate export; Flow Builder automate scheduled summary emails.
  
• Sample: Automate scheduled Flow for monthly management report.
  

5. SAP BusinessObjects

• Feature/Setting: Schedule Publications automate summary creation, SAP CMC Outbox automate distribution.
  
• Sample: Automate Publication with recurrence rule for month-ends.
  

6. Oracle Analytics Cloud

• Feature/Setting: BI Publisher REST Automation schedule delivery as PDF/Excel.
  
• Sample: Configure automated job for body parts sales summary.
  

7. Qlik Sense

• Feature/Setting: Automate NPrinting automated report scheduling and delivery by role.
  
• Sample: Automate filter by region/manager and distribute via email.
  

8. Zoho Analytics

• Feature/Setting: Automate Schedule Reports—automator sends executive summaries via mail on cadence.
  
• Sample: Automate schedule with recipient list of senior management.
  

9. Klipfolio

• Feature/Setting: Data Sources automate scheduled extraction; send dashboards via automated PDF.
  
• Sample: Automate snapshots to C-suite weekly.
  

10. Domo

• Feature/Setting: Magic ETL automate data prep, Scheduled Reports automate delivery.
  
• Sample: Automate workflow for inventory summary routing.
  

11. Google Sheets

• Feature/Setting: Google Apps Script automate summary calculation and scheduled notification.
  
• Sample: Script automate triggers on Monday for week-in-review.
  

12. Airtable

• Feature/Setting: Automate Scheduled Scripting/Automations for monthly aggregate reporting.
  
• Sample: Automate script to summarize open orders and sales.
  

13. Looker

• Feature/Setting: Scheduled Plans automate Looker dashboard exports to emails/cloud.
  
• Sample: Automate to execs every Friday.
  

14. Monday.com

• Feature/Setting: Automate dashboards and email automation for executive summaries.
  
• Sample: Automation workflow for end-of-month review.
  

15. Slack

• Feature/Setting: Automate scheduled workflow messages sending summary PDFs via Slack API.
  
• Sample: Weekly report automate post to management channel.
  

16. Mailchimp

• Feature/Setting: Automate Campaign API send summary newsletters to admin list.
  
• Sample: Automate monthly summary triggered by dashboard update.
  

17. HubSpot

• Feature/Setting: Automate Workflows for regular analytics email blast.
  
• Sample: Schedule weekly sales performance summary.
  

18. AWS Lambda

• Feature/Setting: Automate serverless scripting to generate and distribute PDF reports via S3/email.
  
• Sample: Lambda scheduled by EventBridge automate summary task.
  

19. Zapier

• Feature/Setting: Automate multi-app workflow to extract, compile, and distribute summaries.
  
• Sample: Trigger from Google Sheets automation, deliver via Slack/Gmail.
  

20. Smartsheet

• Feature/Setting: Automate recurring workflows to create and email report snapshots to executives.
  
• Sample: Monthly automated assembly of summary sheet.
  

21. Asana

• Feature/Setting: Automated Rules trigger completion notifications and uploads of summary files.
  
• Sample: Automate recurring task with attached summary doc.
  

22. Notion

• Feature/Setting: Automate integration with data sources, auto-generate project summary pages.
  
• Sample: Automatedly generate weekly sales performance page.
  

23. Trello

• Feature/Setting: Butler automation to schedule and share summary attachments.
  
• Sample: Automated card to management with attached report.
  

24. Intercom

• Feature/Setting: Automate Outreach API sends summaries via chat or email to stakeholders.
  
• Sample: Automatic notification on data release.
  

Benefits

1. Automates repetitive data gathering, saving time and reducing manual work for analysts and managers.

2. Automated summaries enable management to make data-driven decisions faster and more reliably.

3. Automation reduces data errors and increases the consistency of executive reports.

4. Automating the delivery workflow ensures timely insights and enhances organization-wide visibility.

5. Enables automatable and scalable analytics process as business grows, boosting operational intelligence.

6. Frees staff from low-value reporting automation, focusing resources on strategic tasks and growth.