Analytics & Reporting AutomationPurpose
1.2 Automatedly collect, aggregate, and visualize data on the number of new, ongoing, and closed cases.
1.3 Automate delivery of actionable trend dashboards to management, finance, and operations daily, weekly, or monthly.
1.4 Automate anomaly detection to alert if case volumes spike or drop outside thresholds.
1.5 Automate report creation for compliance, audit, client updates, and resource planning.
Trigger Conditions
2.2 Automator triggers on new or updated cases in a database.
2.3 Automate on demand via webhook or button press.
2.4 Automate when case data is uploaded to cloud storage.
2.5 Trigger automation upon receiving data from third-party systems (CRM, case management platforms).
Platform Variants
• Feature/Setting: Use "Scheduled Flow" to automate report extraction from Cases object.
3.2 Microsoft Power Automate
• Feature/Setting: Trigger with "Recurrence" and "Get rows" in SharePoint/Dataverse for automated data pull.
3.3 Google Sheets (Apps Script)
• Feature/Setting: Automate with time-driven triggers and use "SpreadsheetApp.getDataRange()".
3.4 Tableau
• Feature/Setting: Automate with "Data Extract Refresh Schedules" and REST API for automated dashboard updates.
3.5 Power BI
• Feature/Setting: Automate with scheduled "Dataset Refresh" and Power BI REST API for live data pulls.
3.6 Zapier
• Feature/Setting: Use "Schedule" + "Find Data" actions to automate retrieving and storing case volumes.
3.7 Make (Integromat)
• Feature/Setting: Automate with "Scheduler" for recurring case trend aggregations.
3.8 Smartsheet
• Feature/Setting: Automated "Cell Linking" and "Report Builder" for trend visualizations.
3.9 AWS Lambda
• Feature/Setting: Trigger with "CloudWatch Events" to run automated analysis scripts.
3.10 Google Data Studio
• Feature/Setting: Automate with connected data sources and scheduled refreshes for automated reporting.
3.11 Monday.com
• Feature/Setting: Automate with "Automations" and "Integrations" to aggregate case statuses.
3.12 Notion
• Feature/Setting: Use "Automations" via API to push case data and automated reporting templates.
3.13 Airtable
• Feature/Setting: Automate with "Automations" to update, summarize, and email case trends.
3.14 HubSpot
• Feature/Setting: Automate with "Workflow" and "Reports" tools for case tracking dashboards.
3.15 Slack
• Feature/Setting: Use "Scheduled Messages" and API to automate delivery of report digests.
3.16 Asana
• Feature/Setting: Automated reporting with "Rules" to move, tag, and summarize case tasks.
3.17 Trello
• Feature/Setting: Automate using "Butler" automation to count and report card activities.
3.18 SQL Server
• Feature/Setting: Schedule SQL Agent Jobs to automate querying and email reports.
3.19 Snowflake
• Feature/Setting: Automate with "Tasks" and "Streams" to scheduledly compute case trend metrics.
3.20 Google Cloud Functions
• Feature/Setting: Automate with Pub/Sub triggers to run code when new case data uploads.
3.21 ServiceNow
• Feature/Setting: Automate with "Scheduled Reports" and "Flow Designer" for trend reporting.
3.22 IBM Cognos Analytics
• Feature/Setting: Automate report generation with "Scheduling" and API-based delivery.
Benefits
4.2 Automated alerts accelerate response to business anomalies.
4.3 Automation enables consistent reporting for compliance and client transparency.
4.4 Reduces operational costs by automating repetitive analytics and reporting.
4.5 Increases speed of insight through automated refresh and scheduled delivery.