Regular status updates for customers during project lifecycle

Purpose

1.1. Automate the regular, timely status updates to customers throughout the diving project lifecycle, increasing transparency, reducing manual communication, and improving client satisfaction.
1.2. Ensure stakeholders are consistently informed of project progress, changes, milestones, or unforeseen incidents, automating the flow of information for enhanced customer relationship management.
1.3. Automate the documentation and acknowledgement of updates, allowing auditability and traceability for both compliance and service quality.
1.4. Provide multi-channel automated notifications, allowing customers to receive updates via their preferred platforms.

Trigger Conditions

2.1. Status change recorded in project management software (e.g., "Phase Completed," "Issue Detected," or "Materials Delivered").
2.2. Time-based automator triggers for sending scheduled updates (e.g., daily, weekly, at milestone).
2.3. Manual intervention automating the process for critical/priority updates from supervisors or team leads.
2.4. Automated triggers from completion of specific diving site forms or compliance checks.

Platform Variants

3.1 Twilio SMS
• Function/API: Programmable SMS; configure SMS send using project update webhook; sample: `POST /Messages` with project status text.
3.2 SendGrid
• Function/API: Send Email; use SMTP or API, automating dynamic templates to personalize updates; sample: `/mail/send` API with variables.
3.3 Slack
• Function/API: Incoming Webhooks; post update messages to client channel; sample: set channel, template, webhook URL.
3.4 Microsoft Teams
• Function/API: Webhook Connector; automatedly send JSON payload to channel on status event.
3.5 WhatsApp Business API
• Function/API: Message Templates; automate outbound customer notifications with pre-approved message format.
3.6 HubSpot
• Function/API: Workflow Automation; enroll contacts and trigger email/SMS updates on record change.
3.7 Salesforce
• Function/API: Process Builder/Flow; automate task/email creation when project custom object changes status.
3.8 Mailchimp
• Function/API: Automated Emails; trigger automation journey on field update.
3.9 ActiveCampaign
• Function/API: Automations; create workflow to send automated project updates via email/SMS.
3.10 Zapier
• Function/API: Multi-app automation; monitor CRM/project tool and trigger multi-channel update flows automatedly.
3.11 Google Chat
• Function/API: Incoming Webhooks; automate posting to customer-facing rooms with structured updates.
3.12 Asana
• Function/API: Rules; automate status changes to trigger external notifications via integrations.
3.13 Monday.com
• Function/API: Automations Center; auto-notify clients when item column status changes.
3.14 Trello
• Function/API: Butler Automation; automate update generation and send to email or integration.
3.15 Pipedrive
• Function/API: Workflow Automation; set automation for deal stage change to send update to contact.
3.16 Intercom
• Function/API: Series Automation; send custom messages to clients via chat or email on status change.
3.17 Zoho CRM
• Function/API: Workflow Rules; automate customer communication on project field update.
3.18 ClickSend
• Function/API: SMS/Email API; automate sending updates to customer mobile or inbox.
3.19 Google Workspace (Gmail & Calendar)
• Function/API: Google Apps Script; automate scheduled emails/calendar invites for status briefings.
3.20 Facebook Messenger API
• Function/API: Send API; automate chat-based status updates to client Facebook account.

Benefits

4.1. Automation reduces manual errors, ensuring customers consistently receive accurate project status.
4.2. Automates multi-channel communication, increasing project transparency and satisfaction.
4.3. Frees team time from repetitive tasks via automating manual update work.
4.4. Easily auditable and tracked communication history, enabling quality assurance.
4.5. Scalable automation for large client bases, supporting growth without added admin overhead.