Generate and share vacancy performance reports automatically

Purpose

1.1. Automate the generation and distribution of detailed vacancy performance reports for BPO placement clients.
1.2. Automated reporting covers metrics like candidate shortlisting rates, interview feedback, placement status, time-to-fill, and vacancy aging.
1.3. Automating ensures timely insights for clients, enabling informed hiring decisions and demonstrating agency performance.
1.4. Removes manual effort, automates data aggregation from ATS/CRM, and enables automated multi-channel sharing.

Trigger Conditions

2.1. Vacancy status change (e.g., new, interviewing, closed) automatically initiates report generation.
2.2. Scheduled intervals (e.g., weekly, monthly) automate recurring report dissemination.
2.3. Client request via email, form, or portal triggers on-demand automated reporting.
2.4. Candidate milestone events (offer issued, joining date) automate instant report updates.

Platform Variants

3.1. Google Sheets
• Feature/Setting: Automate data aggregation using "Sheet API - read/write row" for vacancy tracking.

3.2. Microsoft Excel Online
• Feature/Setting: Automate usage of "Update row" in Excel API to refresh report templates.

3.3. Airtable
• Feature/Setting: Automate record extraction using "List Records" and output as sourcing KPIs.

3.4. Zoho Recruit
• Feature/Setting: Automate vacancy data extraction via "Get Job Openings" API.

3.5. Bullhorn
• Feature/Setting: Automate job status report generation using "query JobOrder" endpoint.

3.6. Greenhouse
• Feature/Setting: Automate using "Harvest API - GET Jobs" for performance analytics.

3.7. SmartRecruiters
• Feature/Setting: Automate fetching of vacancy analytics through "GET /jobs/{jobId}/stats".

3.8. Salesforce
• Feature/Setting: Automate pulling data from "Reports and Dashboards API" for pipeline metrics.

3.9. Google Data Studio
• Feature/Setting: Automate the refresh and export of report dashboards for scheduled delivery.

3.10. Power BI
• Feature/Setting: Automate dataset refresh with "Power BI REST API - Refresh Dataset".

3.11. Tableau
• Feature/Setting: Automate report generation using "Tableau REST API - Query View Data".

3.12. Slack
• Feature/Setting: Automate report sharing with "Chat.PostMessage" for client channels.

3.13. Microsoft Teams
• Feature/Setting: Automate posting summary PDFs using "Send message in chat or channel".

3.14. SendGrid
• Feature/Setting: Automate delivery using "Mail Send API" and dynamically attached reports.

3.15. Gmail
• Feature/Setting: Automate sending performance reports as attachments via "Send Message with Attachment".

3.16. Outlook 365
• Feature/Setting: Automate email delivery via "SendMail" API with prefilled recipient/client list.

3.17. Dropbox
• Feature/Setting: Automate saving performance report PDFs using "Files Upload".

3.18. Google Drive
• Feature/Setting: Automate report storage and permission setting with "Drive API - files.create".

3.19. DocuSign
• Feature/Setting: Automate the sharing of vacancy-related documents via "Envelope Create and Send".

3.20. HubSpot
• Feature/Setting: Automate client engagement by sending report links using "Engagements API - Create Email".

3.21. Pabbly Connect
• Feature/Setting: Automate multistep workflows for pulling, formatting, and distributing performance data.

3.22. Calendly
• Feature/Setting: Automate alerting clients about new reports with "Invitee Created" notifications linked to reporting dates.

Benefits

4.1. Automates repetitive manual reporting tasks and standardizes delivery for all vacancies.
4.2. Enables error-reduced, on-time automated sharing of actionable insights for stakeholders.
4.3. Supports automatable, scalable operations as vacancy volume grows.
4.4. Empowers consultants to focus on client service versus report compilation due to automation.
4.5. Ensures clients remain updated automatically, increasing trust, transparency, and client retention.