Weekly performance summaries to leadership

Purpose

1. Automate the gathering, analysis, and delivery of weekly performance summaries specific to cardiovascular surgical team activities, including case volumes, outcomes, patient demographics, complication rates, and resource utilization.

2. Automates data extraction from EHRs, dashboards, billing, and clinical systems, then automatically generates and distributes concise reports for leadership visibility and strategy.

3. Ensures timely, data-driven decision-making by automatedly structuring subjective and objective KPIs for continuous improvement and compliance reporting.

Trigger Conditions

1. Automation initiates on a pre-set weekly schedule (e.g., every Sunday at 6 PM) or upon the closure of weekly case records in the surgical database.

2. Automates via triggers from new data entries, updated analytics dashboards, or completion of administrative review workflows.

3. Automated alerts can also be set for when the data volume or clinical events surpass specified thresholds.

Platform Variants

1. Microsoft Power Automate

• Feature/Setting: Automate scheduled flows to collect EHR analytics, process them via Power BI API, and email PDFs to leaders.
  
• Sample: Scheduled Power BI data export, outlook@action – weekly summary email.
  

2. Zapier

• Feature/Setting: Automates by linking EHR CSV file updates and Google Sheets analysis, triggers Gmail report dispatch.
  
• Sample: Schedule trigger + Formatter + Gmail action.
  

3. Google Apps Script

• Feature/Setting: Automates weekly Google Sheets analysis and auto-generates summary email with charts.
  
• Sample: Scripted time-driven trigger for reporting.
  

4. AWS Lambda

• Feature/Setting: Automating ETL flow; processes data from RDS, outputs PDF via Lambda Python script.
  
• Sample: Scheduled CloudWatch Event → Lambda → SES.
  

5. Google Cloud Functions

• Feature/Setting: Automatedly pulls data from BigQuery, formats performance summary, emails using SendGrid API.
  
• Sample: Pub/Sub or schedule trigger for Cloud Function call.
  

6. Airtable Automations

• Feature/Setting: Automates data aggregation using weekly automation triggers and emails custom views.
  
• Sample: Scheduled automation + "Send email" action.
  

7. Salesforce Flow

• Feature/Setting: Automates report generation from Health Cloud and scheduled dashboard digests to executives.
  
• Sample: Scheduled Flow, Report Action: Email.
  

8. Tableau Prep Conductor

• Feature/Setting: Automates prep/refresh for weekly performance workflows and pushes Tableau dashboard snapshot via API.
  
• Sample: Scheduled flow + Tableau REST API.
  

9. Qlik Automations

• Feature/Setting: Automates analytic pipeline and schedules report distribution with integrated Qlik Reporting Service.
  
• Sample: Scheduled task, recipient selection.
  

10. Slack API

• Feature/Setting: Automates weekly posting of performance summary PDFs to leadership Slack channel using chat.postMessage API.
  
• Sample: Cron + File upload to channel.
  

11. Trello Automations

• Feature/Setting: Automate creating cards summarizing weekly KPIs to Leadership board, with notification email.
  
• Sample: Repeating rule + Email action.
  

12. Notion API

• Feature/Setting: Automating insertion of weekly metric summaries into dedicated Notion report pages.
  
• Sample: Scheduled integration via Notion API endpoint.
  

13. Monday.com Automations

• Feature/Setting: Weekly automated reporting item updates, then notifies leadership via email and app notification.
  
• Sample: Recurring automation + Notification rule.
  

14. Asana Rules

• Feature/Setting: Automates reporting project status updates to leadership using milestones and email triggers.
  
• Sample: Custom Rule: weekly update + email.
  

15. Jira Automation

• Feature/Setting: Automated performance summary issues created and emailed to stakeholders using Jira Automation.
  
• Sample: Scheduled trigger + Create/Send issue.
  

16. Twilio SendGrid

• Feature/Setting: Automates email delivery of PDFs to leadership with analytics using /mail/send API.
  
• Sample: API call with attachment.
  

17. DocuSign Rooms

• Feature/Setting: Automates reporting document attachments to secure rooms accessible to leadership.
  
• Sample: Scheduled DocuSign Room addition.
  

18. Dropbox API

• Feature/Setting: Automates report file creation in secure share folder and notifies leadership.
  
• Sample: /files/upload endpoint + automated notification.
  

19. Box Platform

• Feature/Setting: Automatedly uploads and shares weekly reports with leadership using the Box sharing API.
  
• Sample: Box API file upload + share link email.
  

20. Pabbly Connect

• Feature/Setting: Automates multi-step workflows, generates summary and dispatches via email to leadership.
  
• Sample: Weekly scheduler + Email step.
  

Benefits

1. Automatedly saves leadership time by integrating and summarizing complex data without manual intervention.

2. Boosts data reliability and transparency through audit-trailed, end-to-end automating of reporting.

3. Enables proactive, data-driven strategic planning based on real-time, regularly automated reporting.

4. Automates compliance and regulatory record-keeping for audit-readiness.

5. Reduces administrative burden, error rates, and improves focus on patient care and quality.