Automated distribution of regular exploration progress updates to clients

Purpose

1. Automate the distribution of detailed, periodic exploration progress updates to clients, ensuring transparency, improving stakeholder communications, and maintaining engagement.

2. Enable automated notifications via multiple digital channels, reducing manual effort, and minimizing risk of delays or missed updates.

3. Centralize and automate the collation of exploration progress (e.g., drilling status, seismic data, discovery highlights) and reliably dispatch updates.

4. Allow for automated customization of content, frequency, and format per client requirements or regulatory standards.

5. Maintain a compliant audit trail of all automated client update communications.

Trigger Conditions

1. Automated trigger via elapsed time period (e.g., weekly, monthly, predefined milestone).

2. Trigger on new data availability (e.g., completed drilling phase or new seismic results uploaded to document management system).

3. Automatedly trigger from project management system status change.

4. Automated approval stage completion from internal workflow.

5. Trigger from client request submissions via digital portal or email.

Platform Variants

1. Microsoft Outlook

• Feature/Setting: Automate scheduled mass mailings using Power Automate and Outlook Send Email API.
  
• Sample: Configure recurring flow with conditional logic for exploration project triggers.
  

2. Gmail (Google Workspace)

• Feature/Setting: Automate batching and sending updates using Gmail API and Google Apps Script.
  
• Sample: Script checks shared folder for new progress files, sends to client list.
  

3. Slack

• Feature/Setting: Automate channel post or DM to client workspaces using Slack Incoming Webhooks API.
  
• Sample: Configure automator to post summarized status document at set intervals.
  

4. WhatsApp Business

• Feature/Setting: Automate alerts via WhatsApp Business API using document/media templates.
  
• Sample: Connect CRM triggers to automated document or data card delivery.
  

5. SendGrid

• Feature/Setting: Automate dynamic template emails using SendGrid API.
  
• Sample: Populate templates with real-time exploration data and automatedly dispatch.
  

6. Twilio SMS

• Feature/Setting: Automate SMS/WhatsApp notifications using Twilio Programmable Messaging API.
  
• Sample: Trigger update SMS blast when exploration milestone achieved.
  

7. HubSpot

• Feature/Setting: Automate client workflow email sequences via HubSpot Workflow Automator.
  
• Sample: Multi-stage progress update workflows tied to exploration lifecycle.
  

8. Salesforce

• Feature/Setting: Automate email notifications using Process Builder and Salesforce Messaging API.
  
• Sample: Fire automation upon opportunity or project phase status change.
  

9. Zoho CRM

• Feature/Setting: Automate campaign emails and reminders via Zoho Workflows.
  
• Sample: Schedule and automate drilling reports using Zoho’s email scheduler.
  

10. Dropbox

• Feature/Setting: Automate shared link generation and secure delivery via Dropbox API.
  
• Sample: Auto-generate progress report links upon upload and email to clients.
  

11. DocuSign

• Feature/Setting: Automate attach and send-out of signed reports using DocuSign eSignature API.
  
• Sample: When reports are signed, automatedly notify and distribute to clients.
  

12. OneDrive

• Feature/Setting: Automate update sharing via OneDrive File Sharing API.
  
• Sample: Share updated exploration folder with clients and notify via email.
  

13. SharePoint

• Feature/Setting: Automate document publishing and access permission via SharePoint API.
  
• Sample: Automate “read-only” document library access and alerts.
  

14. Mailchimp

• Feature/Setting: Automate group campaign sends using Mailchimp Campaign API.
  
• Sample: Auto-trigger campaign when new report generated from data sources.
  

15. Monday.com

• Feature/Setting: Automate progress notifications using Monday.com Automations and Webhooks.
  
• Sample: Automate status update emails to client contact groups.
  

16. Airtable

• Feature/Setting: Automate notification email using Airtable Automations.
  
• Sample: New record or field change in progress log automates update.
  

17. Asana

• Feature/Setting: Automate status reporting via Asana Webhook & API.
  
• Sample: Progress task completion automates update to external recipients.
  

18. Trello

• Feature/Setting: Automate report delivery with Trello Power-Ups and Butler automation.
  
• Sample: Card movement to “Completed” triggers automated notification.
  

19. Basecamp

• Feature/Setting: Automate client message board updates using Basecamp API.
  
• Sample: Exploration milestone posts automatedly to client threads.
  

20. Smartsheet

• Feature/Setting: Automate update emails when key project sheet fields are revised with Smartsheet Automated Workflows.
  
• Sample: Row update or project task completion triggers automatable client update delivery.
  

Benefits

1. Automates repetitive updates and reduces human error.

2. Ensures timely, consistent, and auditable communication with clients and stakeholders.

3. Automates customization of messages for each recipient’s needs or compliance requirements.

4. Automatedly increases trust and engagement by offering real-time, reliable information flow.

5. Automates archival and tracking, improving regulatory and internal documentation.