Notifying stakeholders of major milestones or awards

Purpose

1. Automate stakeholder communication whenever the organization reaches significant milestones (e.g., major funding landed, season launches, exhibitions, awards).

2. Ensure all key stakeholders (board, sponsors, patrons, media, public, team) are timely and automatedly notified.

3. Unify multi-channel outreach (email, SMS, team chat, social media) to maximize visibility and automated engagement.

4. Maintain compliance and record-keeping of all automated notifications for transparency.

Trigger Conditions

1. Major milestone added to internal database (CRM/ERP).

2. Award or recognition received and logged in records.

3. Event in calendar labelled “Milestone” or “Award”.

4. Manual admin trigger of the notification automator via internal form.

5. Automated sync from press release publishing.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automate sending SMS to stakeholder mobile numbers via Twilio Programmable Messaging API.
  
• Sample: Configure trigger in automation to POST message content with stakeholder list.
  

2. SendGrid

• Feature/Setting: Automate milestone email notifications to predefined groups via SendGrid Mail Send API.
  
• Sample: JSON payload with announcement structured and personalized per stakeholder.
  

3. Slack

• Feature/Setting: Automate instant posting in corporate or arts org team channels using Slack Incoming Webhooks.
  
• Sample: Webhook configured to send notification card with milestone/award info.
  

4. Microsoft Teams

• Feature/Setting: Automate posting of detailed notifications in Teams channels using Teams Connector API.
  
• Sample: Automated card with call-to-action links sent via API endpoint.
  

5. Gmail

• Feature/Setting: Automate batch sending of emails to stakeholders using Gmail API or SMTP integration.
  
• Sample: Template-based, personalized notification emails sent automatedly.
  

6. Outlook 365

• Feature/Setting: Automate milestone announcement emails via Outlook Graph API.
  
• Sample: Use batch endpoint for bulk sending.
  

7. WhatsApp (via Twilio)

• Feature/Setting: Automate WhatsApp message blasts to stakeholders using Twilio’s WhatsApp API.
  
• Sample: JSON for message and recipient automation list.
  

8. Mailchimp

• Feature/Setting: Automate email campaign deployment to segmented lists using Mailchimp Campaigns API.
  
• Sample: Use “Create Campaign” and “Send” endpoints on trigger.
  

9. Facebook Pages

• Feature/Setting: Automate post creation on official Facebook Page through Facebook Graph API.
  
• Sample: Schedule post containing milestone or award content.
  

10. Twitter (X)

• Feature/Setting: Automate posting or thread publishing via Twitter API v2.
  
• Sample: API call with relevant copy and optional visuals.
  

11. LinkedIn

• Feature/Setting: Automate company profile announcement posts with LinkedIn Marketing API.
  
• Sample: CreateShare endpoint with formatted milestone message.
  

12. HubSpot CRM

• Feature/Setting: Automate creation of timeline events and email notifications through HubSpot Workflows API.
  
• Sample: Workflow triggered by CRM property update.
  

13. Salesforce

• Feature/Setting: Automate task creation and bulk email sending using Salesforce Process Builder or Flow Builder.
  
• Sample: Trigger on object change (event, award).
  

14. ActiveCampaign

• Feature/Setting: Automate broadcast using ActiveCampaign Automations API.
  
• Sample: Automated branch sends upon milestone tag.
  

15. Zapier

• Feature/Setting: Automate multi-step workflows invoking above notifier services via Zapier Webhooks.
  
• Sample: Milestone trigger pushes notifications across integrated apps.
  

16. Discord

• Feature/Setting: Automate milestone/award announcement via Discord Webhook API to selected server channels.
  
• Sample: JSON body defines message, channel, and embeds.
  

17. Asana

• Feature/Setting: Automate creation of Asana tasks or message posts for team awareness using Asana API.
  
• Sample: Automatedly assign to project or communications team.
  

18. Notion

• Feature/Setting: Automate page updates or notifications in communication spaces using Notion API.
  
• Sample: Append page or database entry on award.
  

19. Google Calendar

• Feature/Setting: Automate event notification invitations to stakeholders using Google Calendar API.
  
• Sample: Add attendees and automated reminders.
  

20. Trello

• Feature/Setting: Automate Trello card creation as update log for internal communications via Trello API.
  
• Sample: Auto-create card in "Milestones" list.
  

Benefits

1. Automates visibility to all relevant parties across preferred channels.

2. Minimizes manual outreach, speeding announcement automation.

3. Centralizes communication logs for compliance through automatable integration.

4. Reduces risk of missing key stakeholders by automating cross-platform messaging.

5. Enables repeatable celebration and sharing of organizational progress through advanced automation.