Communication & CollaborationPurpose
1.2. Automate distribution to eliminate missed reports, support diverse client communication preferences, and enable auditable delivery for compliance.
Trigger Conditions
2.2. Update in project management system (e.g., task marked complete)
2.3. Scheduled time (e.g., weekly/monthly reports)
2.4. Manual submission by project manager
2.5. File upload in designated report directory
Platform Variants
3.1. Microsoft Outlook
• Feature/Setting: Send automated email with attachments
• Example: Use Microsoft Graph API, endpoint `/sendMail`, with template and PDF report attached.
3.2. Slack
• Feature/Setting: Post report in client-specific channel
• Example: Use Incoming Webhooks to channel, JSON payload with summary and file link.
3.3. Google Workspace (Gmail)
• Feature/Setting: Automatically email PDF report
• Example: Gmail API, `users.messages.send`, with MIME attachment and custom subject.
3.4. Dropbox
• Feature/Setting: Auto-share folder/file and email notification
• Example: Dropbox API `/sharing/create_shared_link_with_settings` and `/files/upload`.
3.5. Microsoft Teams
• Feature/Setting: Post adaptive card with report link
• Example: Microsoft Graph API `/chats/{chat-id}/messages` with actionable card and file.
3.6. Trello
• Feature/Setting: Attach report to client-facing board card, notify via comment
• Example: Trello API `PUT /cards/{id}/attachments`, followed by `POST /cards/{id}/actions/comments`.
3.7. Salesforce
• Feature/Setting: Add report to client record, auto-generate email
• Example: Use Salesforce REST API `/sobjects/Attachment` and workflow rules to trigger email.
3.8. DocuSign
• Feature/Setting: Send update for client review and e-sign acknowledgment
• Example: DocuSign API `POST /envelopes` for sending documents for viewing/signature.
3.9. Asana
• Feature/Setting: Add report as project attachment and send notification
• Example: Asana API `POST /attachments`, trigger `POST /stories` to notify client.
3.10. ClickUp
• Feature/Setting: Upload and comment with report in task
• Example: ClickUp API `POST /task/{task_id}/attachment`, `POST /task/{task_id}/comment`.
3.11. SharePoint
• Feature/Setting: Upload to client-access folder, generate sharing link
• Example: SharePoint REST API `/files/Add` and `/share`.
3.12. Box
• Feature/Setting: Upload report, auto-invite client to file
• Example: Box API `POST /files/content`, `POST /collaborations`.
3.13. OneDrive
• Feature/Setting: File upload with email share
• Example: Graph API `/drive/items/root:/
3.14. Mailgun
• Feature/Setting: Programmatic sending of update email
• Example: Mailgun API `POST /messages` with report attached.
3.15. Zendesk
• Feature/Setting: Create ticket update with report for client portal
• Example: Zendesk API `POST /tickets/{id}/comments` with file.
3.16. Smartsheet
• Feature/Setting: Attach update to shared sheet, notify collaborators
• Example: Smartsheet API `POST /sheets/{sheetId}/attachments`.
3.17. Notion
• Feature/Setting: New page in shared workspace, report attachment
• Example: Notion API `POST /pages` with file link in content.
3.18. Monday.com
• Feature/Setting: Update item with latest report file, notify on update
• Example: Monday API `change_column_value`, trigger update notification.
3.19. HubSpot
• Feature/Setting: Log report and email client contact
• Example: HubSpot API `POST /crm/v3/objects/emails`, attachment to deal record.
3.20. Twilio (SMS)
• Feature/Setting: Send notification with report summary and download link
• Example: Twilio API `POST /Messages` with shortened file URL.
3.21. Google Drive
• Feature/Setting: Upload report, share with client email, notify
• Example: Drive API `files.create` with sharing and Google Apps Script for notification.
Benefits
4.2. Reduces manual admin, freeing engineering focus
4.3. Multi-channel options suit all client environments
4.4. Minimizes missed or delayed updates, supporting compliance
4.5. Scales with growing client and reporting demands
4.6. Enables transparent collaboration and record-keeping