Auto-generation of account statements on request

Purpose

1. To automatedly generate and deliver accurate, up-to-date account statements for car finance or loan customers upon request, automating retrieval, formatting, and secure delivery, supporting customer access, transparency, and regulatory compliance.

2. Automates customer self-service by allowing instant statement requests across channels (SMS, email, chat), reducing manual intervention, errors, and wait times, streamlining finance process workflows.

3. Enables scalable automation for high-volume customer bases, automatically creating on-demand, time-bound, or scheduled statements, ensuring automatable and auditable communications.

Trigger Conditions

1. Automatedly triggered by inbound customer request via SMS, email, web portal, or call center IVR.

2. Automated trigger from periodic batch processing (e.g., monthly, quarterly), automating statement delivery to all or filtered customer segments.

3. Integration-triggered from CRM system or via API/webhook on specific customer actions/events (account updates, payment, login).

4. Detection of keywords or commands by automator in digital chatbots, automating workflow initiation.

Platform Variants

1. Twilio SMS

 • Feature: SMS Trigger & Messaging API
 • Setting: Receive SMS, detect keywords ("statement"), trigger API to generate PDF, automatedly send reply via Messaging API.

2. SendGrid

 • Feature: Transactional Email API
 • Setting: Configure statement request email address, script to fetch/generate statement PDF, automatedly email attachment via API.

3. Salesforce

 • Feature: Process Builder, Flows, REST API
 • Setting: Detect case/request, automate statement generation, send via connected channel (Email/SMS).

4. Zendesk

 • Feature: Trigger, HTTP Targets
 • Setting: On ticket/email with "statement" keyword, automates call to statement API, attaches result to ticket reply.

5. Slack

 • Feature: Bots, Slash Commands
 • Setting: "/statement" automates custom bot trigger, fetches and DM's statement securely to requester.

6. HubSpot

 • Feature: Workflows, Custom Code Actions
 • Setting: Workflow triggers on form/email/chat interaction; automates statement generation routine call and response email.

7. Zapier

 • Feature: Zaps, Webhooks
 • Setting: Automator watches Gmail/Slack/CRM, automates workflow to fetch/generate/send statements upon rule match.

8. Microsoft Power Automate

 • Feature: Flow Automation
 • Setting: Email/SMS/chat trigger, PDF generator connector, reply with attachment, automates full process.

9. Google Cloud Functions

 • Feature: Function Trigger via HTTP or Pub/Sub
 • Setting: On API call, automates script to query DB, format PDF, send email or SMS.

10. Amazon SES + Lambda

 • Feature: Inbound Email/Routing Rules + Lambda
 • Setting: Receipt rule triggers Lambda, automator builds/fetches statement, sends automated email reply.

11. DocuSign

 • Feature: Document Generation API
 • Setting: API auto-generates branded statement, optionally requests e-sign for acknowledgment, automates send flow.

12. Intercom

 • Feature: Custom Bots, Webhooks
 • Setting: Bot-driven keyword detection triggers webhook to account data service, automates statement delivery via chat/email.

13. Freshdesk

 • Feature: Automations, Webhooks
 • Setting: Ticket created or customer message triggers automator webhook to statement API, attaches result to response.

14. Pipedrive

 • Feature: Workflow Automation, API
 • Setting: Automates statement request via deal/person activity, triggers statement generator and outputs to email.

15. Notion

 • Feature: API Integration, Automation
 • Setting: Button or form submission automates statement creation script, delivers document via email.

16. Monday.com

 • Feature: Automation Recipes
 • Setting: Item update triggers custom recipe, automates statement request to document service, sends file to customer.

17. Workato

 • Feature: Recipes, Triggers
 • Setting: Multi-app trigger combines customer message source and financial system, automates statement generation and delivery.

18. Aircall

 • Feature: Call Tagging, API
 • Setting: Tagged call ("statement") automates backend script for statement creation, auto-sends SMS/email post-call.

19. Mailgun

 • Feature: Incoming Email Routes
 • Setting: Routed email to handler, triggers script to automatedly build and mail statement to sender.

20. Typeform

 • Feature: Webhooks, Integrations
 • Setting: Submission of "statement request" form automates webhook to statement service, automator sends PDF to responder.

21. WhatsApp Business API

 • Feature: Message Template, Webhook
 • Setting: Automated bot detects keyword, triggers backend process, sends PDF via WhatsApp template message.

Benefits

1. Automates statement fulfillment, creating real-time, error-free document generation, and secure, compliant transmission.

2. Scales automated customer service across all communication channels, reducing manual workload and improving response times.

3. Automator ensures traceable, consistent documentation, supporting audits, and regulatory requirements.

4. Enhances customer satisfaction through instant, automated access to statements, fostering loyalty and trust.

5. Makes on-demand account information automatable, reduces operational costs, and frees staff for higher-value support.