Export of reports to client portals or emails

Purpose

1.1. Automate secure and scheduled delivery of analytics and campaign performance reports from agency to client-facing portals or through direct emails.
1.2. Reduce manual effort in sharing results, maintain data consistency, ensure timely updates, and centralize client communication.
1.3. Allow integration of multiple report formats: PDF, Excel, CSV, and interactive dashboards.
1.4. Enable compliance with SLAs for report delivery.

Trigger Conditions

2.1. Scheduled time and date (daily, weekly, monthly).
2.2. Completion of agency reporting workflows or database updates.
2.3. Upload or availability of new analytics files (local or cloud storage).
2.4. Manual triggers from project managers or account directors.
2.5. Achievement of campaign threshold or KPIs.
2.6. API webhook from analytics/reporting platform.

Platform Variants

3.1. Google Drive
• API: Drive API — "Files: export" for generating and sending downloadable links.
3.2. Microsoft OneDrive
• API: Graph API — "Create Sharing Link" to dispatch report links via email or portal.
3.3. Dropbox
• API: Dropbox Sharing — Use "files/get_temporary_link" for report attachments.
3.4. Box
• API: Box API — "Create Shared Link" on new report upload event.
3.5. AWS S3
• Function: Generate "Pre-Signed URL" via S3 SDK; send link to portal/email.
3.6. Google Analytics
• API: Reporting API — Automated export of analytics reports as files to cloud/email target.
3.7. Tableau
• REST API: "Download View or Workbook" as PDF; push to drive or mail.
3.8. Power BI
• API: "Export To File" in workspace; deliver result via email integration.
3.9. Looker
• API: "Run and Download Query" for dashboard data, trigger export to cloud/email.
3.10. Databox
• API: "Export Report" to PDF scheduled via webhook to destination.
3.11. Google Sheets
• API: "Export Spreadsheet" as PDF/XLSX, auto-attach/email or cloud save.
3.12. Monday.com
• Feature: "Automations" to export dashboard reports and email or upload.
3.13. Notion
• API: "Export page as PDF," push file to portal or set up email share.
3.14. HubSpot
• API: "Reporting Export," e.g., email export trigger for new reports.
3.15. Salesforce
• API: "Analytics REST API" for report exports, send via integrated email/portal object.
3.16. Smartsheet
• API: "Get Sheet as PDF," distribute to designated portals or email.
3.17. Zoho Analytics
• API: "Export Data/View as File," schedule delivery via mail.
3.18. Slack
• API: "Files.upload," post report to channel/private group as client portal.
3.19. Mailgun
• API: "Send Message" with report attachments in email.
3.20. SendGrid
• API: "Mail Send" endpoint, include analytics report attachment, set recipient to client contact.
3.21. SharePoint
• API: "Create Document in Library," auto-publish for client portal access.
3.22. Asana
• API: "Attachment Upload," link project attachments as reports for client access.
3.23. Trello
• API: "Cards/Attachments," automated upload of report for client-available boards.

Benefits

4.1. Consistent, reliable distribution of critical analytics with zero manual error-prone tasks.
4.2. Timely client updates meet professional standards and regulatory requirements.
4.3. Auditable and secure delivery trails for compliance and quality assurance.
4.4. Effortless participation of clients via their preferred environment—portal or mailbox.
4.5. Enables scale across multiple clients and campaigns without incremental resource need.