Send project summary reports to clients

Purpose

1.1. Automate the delivery of project summary reports to clients, ensuring timely, consistent, and clear communication on project status, milestones, progress, and deliverables.
1.2. Streamline documentation handover and client updates while minimizing manual tasks for AV/IT consulting professionals.
1.3. Allow automated collation, formatting, and sending of summary reports using varied document/communication channels such as email, SMS, cloud storage links, or instant messaging.

Trigger Conditions

2.1. Scheduled timeline/event, e.g., weekly, bi-weekly, or project phase completion triggers automated report generation.
2.2. Status change in project management software triggers automated summarization and dispatch of reports.
2.3. Client request or submission event triggers on-demand automated report creation and delivery.

Platform Variants

3.1. Microsoft Outlook
• Feature/Setting: Automate email sending with "Send Email (V2)" from Power Automate; Sample: Scheduled flow using dynamic content for attachments/reports.

3.2. Gmail API
• Feature/Setting: Automates report delivery via "users.messages.send"; Sample: OAuth integration, MIME email with summary PDFs attached.

3.3. Slack API
• Feature/Setting: Automates posting to client channels using "chat.postMessage"; Sample: Message text plus Google Drive/OneDrive link.

3.4. Twilio SendGrid
• Feature/Setting: Automate transactional email via "Mail Send API"; Sample: JSON payload with HTML summary and attached report.

3.5. Dropbox API
• Feature/Setting: Automate upload/link sharing with "files/upload" and "sharing/create_shared_link"; Sample: Share report via Dropbox link in client notification.

3.6. Google Drive API
• Feature/Setting: Automate "files.create" for document upload and "permissions.create" for sharing; Sample: Email automatedly sends a Drive link with read-only permission.

3.7. Zoho Mail API
• Feature/Setting: Automate "SendMail" endpoint; Sample: Automated project summary as email body or attachment.

3.8. DocuSign API
• Feature/Setting: Automate "Envelopes: create" for signed summary report dispatch; Sample: Send client a sign-off document with summary details.

3.9. Salesforce Email Services
• Feature/Setting: Automate outbound emails via workflow triggers; Sample: Attach reports to emails sent from automated process builder.

3.10. Asana API
• Feature/Setting: Automate comment posting or attachment on task/milestone; Sample: Post summarized project report on completion task.

3.11. Monday.com API
• Feature/Setting: Automate update to client board item with "create_update"; Sample: Summary posted as an update; attachment with download link.

3.12. Trello API
• Feature/Setting: Automate card comment/attachment on completion; Sample: Auto-attach PDF report to relevant project card.

3.13. Zoho CRM API
• Feature/Setting: Automate activity notes/email with "insertRecords"; Sample: Report emailed and CRM activity log updated automatically.

3.14. Mailchimp Transactional API
• Feature/Setting: Automate email with "messages/send"; Sample: Personalized summary reports sent to segmented audience.

3.15. WhatsApp Business API
• Feature/Setting: Automate report summary via "messages"; Sample: Send automated summary message with secure document link.

3.16. Microsoft Teams API
• Feature/Setting: Automate message post on "channel" with "chatMessage/send"; Sample: Deliver reports to client-facing Teams channel.

3.17. Smartsheet API
• Feature/Setting: Automate "sendRows" with attachments; Sample: Share summary status sheet with clients, automatedly on schedule.

3.18. Box API
• Feature/Setting: Automate "files/upload" and "shared_link/create"; Sample: Share secure Box link to report via automated client message.

3.19. HubSpot Workflow
• Feature/Setting: Automate email and document triggers; Sample: Automated summary on lifecycle stage change.

3.20. Notion API
• Feature/Setting: Automate page/database page creation with attachments; Sample: Share summary report link on project workspace.

4. Benefits

3.4.1. Automates repetitive communications removes manual follow-ups, improving AV consultant productivity.
3.4.2. Automatedly delivers summary documentation ensures clients remain fully informed on progress at every milestone.
3.4.3. Automation reduces risk of human delay/errors, enhancing client trust and retention.
3.4.4. Automate documentation to create auditable, consistent communications history.
3.4.5. Automated reporting enables AV/IT consultants to scale project load with less administrative overhead.