Scheduled customer insights reports for partners

Purpose

 1.1. Automate the generation and scheduled delivery of actionable customer insights reports to corporate partners operating highway rest areas within travel services.
 1.2. Enable automated data aggregation from varied sources (customer feedback, transaction logs, traffic flows) for in-depth partner intelligence.
 1.3. Standardize and automate insights reporting for benchmarking, performance analysis, seasonal trends, and customer satisfaction metrics.
 1.4. Streamline partner communications with automatedly customized, scheduled analytics distributed via secure, preferred channels.
 1.5. Automating report creation increases operational transparency for stakeholders, drives targeted service improvements, and automates compliance with information-sharing agreements.

Trigger Conditions

 2.1. Scheduled time-based automation (e.g., weekly, monthly, quarterly triggers).
 2.2. Data availability triggers (e.g., datasets are updated, NPS scores processed).
 2.3. Event-driven automation (e.g., after processing all weekend transaction datasets).
 2.4. Partner-initiated automation (e.g., upon request from a portal).

Platform Variants

 3.1. Microsoft Power Automate
  • Automate: Scheduled cloud flows
  • Configuration: Use “Recurrence” trigger with “Create file” and “Send Email (V2)” actions.
 3.2. Zapier
  • Automate: Scheduler + Formatter + Google Sheets + Gmail
  • Configuration: Zap triggers on schedule, formats report, sends via Gmail.
 3.3. Google Apps Script
  • Automate: Scripted triggers
  • Configuration: Use `Triggers` → `Time-driven`, code for data aggregation, use `MailApp.sendEmail`.
 3.4. AWS Lambda
  • Automate: Scheduled function
  • Configuration: CloudWatch Events to trigger Lambda, S3 for report storage, SES for sending.
 3.5. Azure Logic Apps
  • Automate: Recurrence-triggered logic
  • Configuration: Use “Recurrence” trigger, “Run query and visualize results” for data, then “Send email”.
 3.6. Google Cloud Functions
  • Automate: Pub/Sub or time-based trigger
  • Configuration: Scheduler to trigger function, Gmail or SendGrid API to email reports.
 3.7. Slack
  • Automate: Scheduled message API
  • Configuration: Use Slack API `chat.scheduleMessage` to automate weekly report delivery channel.
 3.8. Twilio
  • Automate: SMS notifications
  • Configuration: Twilio Studio Flow with HTTP request to fetch report and `sendMessage`.
 3.9. SendGrid
  • Automate: Bulk email API
  • Configuration: Use SendGrid’s “Mail Send” API, attachments for PDF insights.
 3.10. Tableau Server
  • Automate: Scheduled extract refresh
  • Configuration: Tableau’s “Subscriptions” to automatedly deliver dashboards to partner emails.
 3.11. HubSpot
  • Automate: Workflow automation
  • Configuration: Use “Workflow” with scheduled emails and custom insights templates.
 3.12. Salesforce
  • Automate: Scheduled reports
  • Configuration: Use “Report Scheduler”, automate to external partners via “Email Deliver” setting.
 3.13. Monday.com
  • Automate: Automation recipes
  • Configuration: “Every Monday send dashboard by email” automation recipe.
 3.14. Notion
  • Automate: Integration with scheduled APIs
  • Configuration: Use Notion API and cron jobs to generate, aggregate, and notify partners.
 3.15. Smartsheet
  • Automate: Report publishing
  • Configuration: “Send as Attachment” automation with recurring scheduling.
 3.16. Airtable
  • Automate: Scripted automations
  • Configuration: Scheduled automation to email partners with `attachments` parameter.
 3.17. Asana
  • Automate: Project reporting
  • Configuration: Use “Rules” to trigger weekly automated status updates with insights.
 3.18. Pipedrive
  • Automate: Workflow automations
  • Configuration: “Automate report and email” after marked deal, with scheduled triggers.
 3.19. Mailchimp
  • Automate: Email campaigns
  • Configuration: Use “Campaign Scheduling”, dynamic segments for partners, analytics attached.
 3.20. Intercom
  • Automate: Custom bots/in-app messages
  • Configuration: Automated message with report link; trigger on frequency settings.
 3.21. SharePoint
  • Automate: Document library
  • Configuration: Scheduled generation of insights docs, automate partner-sharing permissions.
 3.22. Dropbox
  • Automate: File requests & sharing
  • Configuration: Use API to upload/report, automate sharing link via chosen channel.

Benefits

 4.1. Automates routine reporting and reduces manual labor; automatable for any partner count or interval.
 4.2. Ensures automated, standardized communication and analytics distribution for real-time partner value.
 4.3. Delivers actionable insights automatedly, enabling partners to act faster on evolving traveler patterns.
 4.4. Increases transparency and automates compliance through timely, auditable reporting cycles.
 4.5. Reduces reporting errors via automation, frees staff for high-value tasks, and enhances partner trust in the system.