Post-exhibition report generation and distribution

Purpose

1.1. Automate generation and scheduled distribution of comprehensive post-exhibition reports for fine art galleries, including visitor analytics, sales summaries, critical feedback, and curated exhibits.
1.2. Automatedly compile data from attendance systems, point-of-sale transactions, CRM entries, and feedback forms to provide real-time, actionable insights for gallery stakeholders.
1.3. Facilitate enhanced curator-dealer-artist communication by automating delivery of reports to relevant internal and external recipients.
1.4. Standardize report formats, automatically attach supporting multimedia (images, video tours), and ensure efficient compliance archiving for regulatory requirements.

Trigger Conditions

2.1. Automated scheduling set for last day or closing hour of a specific exhibition.
2.2. Manual trigger via dashboard or mobile app for ad-hoc reporting.
2.3. Triggered on data entry completion in POS/CRM or survey tool.
2.4. Automated trigger by calendar integration or ticket-scanning event.

Platform Variants

3.1. Microsoft Power Automate
• Feature/Setting: “Create report from SharePoint List” — Connect SharePoint data, configure flow to generate PDF summary automatically.
3.2. Zapier
• Feature/Setting: “Formatter + Google Docs” — Automatically assemble content and output formatted Google Doc sent to email list.
3.3. Make (Integromat)
• Feature/Setting: “Scenario: Google Sheets + Gmail” — Automate collection, report generation, and mailing.
3.4. Salesforce
• Feature/Setting: “Flow Builder + Reports” — Triggered analytical report creation and Chatter auto-distribution.
3.5. HubSpot
• Feature/Setting: “Custom Workflow + Reports API” — Automated report generation and scheduled delivery.
3.6. Google Workspace
• Feature/Setting: “Apps Script” — Apps Script scheduled to pull Sheets data, create PDF, and distribute it.
3.7. Airtable
• Feature/Setting: “Automations + Page Designer” — Automatically render and email exhibition summary.
3.8. Trello
• Feature/Setting: “Butler Power-Up + Email Card” — When board is completed, compile card data and email in digest.
3.9. Slack
• Feature/Setting: “Workflow Builder + Scheduled Message” — Automated report post in managed channels.
3.10. Asana
• Feature/Setting: “Reporting + Rules” — Auto-generate and email project summary reports at timeline completion.
3.11. Mailchimp
• Feature/Setting: “Reports + Automation Workflow” — Schedule post-event summary campaign to stakeholders.
3.12. Twilio
• Feature/Setting: Use Twilio SendGrid “Email API” for automated secure report emails.
3.13. Dropbox
• Feature/Setting: “File Request + Shared Link Automation” — Publish reports automatically to team folders.
3.14. Monday.com
• Feature/Setting: “Automations + Dashboard Reporting” — Auto-generate and schedule shareable dashboards.
3.15. Notion
• Feature/Setting: “Databases + Scheduled Export” — Export exhibition retrospective notes and stats automatically.
3.16. Google Analytics
• Feature/Setting: “Analytics Reporting API + Scheduler” — Automated site visit analytics append to report.
3.17. JotForm
• Feature/Setting: “Report Builder + Scheduler” — Auto-transform feedback forms into gallery-ready reports.
3.18. DocuSign
• Feature/Setting: “Templates + Automated Delivery” — Securely distribute signed post-event compliance reports.
3.19. Tableau Cloud
• Feature/Setting: “Data Refresh + Email Subscription” — Automated visualization distribution post-exhibition.
3.20. Pipedrive
• Feature/Setting: “Progress Reports + Scheduled Export” — Automatedly export sales insights and pipeline.
3.21. SurveyMonkey
• Feature/Setting: “Auto Report Generation + Share” — Generate and automatedly share attendee feedback.
3.22. Box
• Feature/Setting: “Workflow Automations” — Move and notify once report is generated.

Benefits

4.1. Automates cumbersome manual reporting, eliminating delays and errors.
4.2. Enables data-driven, automated decision-making for future exhibitions.
4.3. Standardizes communication and ensures every stakeholder receives the report automatically.
4.4. Increases regulatory and archival compliance through automation.
4.5. Enhances curator, dealer, and artist satisfaction by automatedly delivering insight-rich, multimedia reports.