Data Analytics & InsightsPurpose
1.2 Enable insight-driven decision-making by automating report extraction, aggregation, analysis, and delivery.
1.3 Collate data from ERP, farm management systems, logistics APIs, and partner systems into standardized, actionable analytics reports.
1.4 Ensure compliance, transparency, and regular communication with board members, partners, growers, and regulatory entities.
Trigger Conditions
2.2 Event-driven triggers (completion of batch data update or end of harvest/shipment cycle).
2.3 Manual trigger option for ad-hoc reporting.
Platform Variants
3.1 Microsoft Power Automate
• Feature/Setting: Recurrence trigger, SharePoint/Excel/SQL connector for data extraction; Office 365 Outlook action for report emailing.
• Sample: Configure "Recurrence" (every Monday, 8 AM); action "Get rows" from Excel; "Send an email" with PDF attachment.
3.2 Google Apps Script
• Feature/Setting: Time-driven triggers, SpreadsheetApp, MailApp.sendEmail.
• Sample: Script scheduled to run weekly, compile data from Google Sheets, generate report, and email PDF to stakeholders.
3.3 Zapier
• Feature/Setting: Schedule trigger, Formatter, Google Sheets integration, Gmail/Slack actions.
• Sample: Use “Schedule” trigger weekly, fetch data from Sheets, format and send email/slack notification.
3.4 Integromat (Make)
• Feature/Setting: Scheduler module, HTTP/SOAP API to ERP, PDF generator, Email/send module.
• Sample: “Scheduler” set for first day each month; “HTTP Get” to farm logistics API; generate and send PDF.
3.5 Salesforce
• Feature/Setting: Salesforce Reports, Scheduled Reports, Email Delivery.
• Sample: Create supply chain report, schedule to run weekly, auto-email as attachment to association board.
3.6 Tableau
• Feature/Setting: Tableau Server Scheduled Tasks, Email Subscriptions.
• Sample: Schedule “Supply Chain Dashboard” export; weekly deliver PDF to email list.
3.7 Power BI
• Feature/Setting: Data Refresh Schedules, Email Subscriptions.
• Sample: Configure dataset refresh at 6 AM Fridays, add subscription to send report to partners.
3.8 AWS Lambda
• Feature/Setting: CloudWatch Events Scheduler, Python for data aggregation, SES for email.
• Sample: CloudWatch scheduled rule weekly; Lambda script compiles report, SES sends PDF.
3.9 Slack
• Feature/Setting: Workflow Builder, Scheduled Messages, App integration for attachments.
• Sample: Schedule message every Friday 9 AM to supply-chain channel with CSV attachment.
3.10 SendGrid
• Feature/Setting: Email API, Scheduled sending via API or Webhooks.
• Sample: Generate report via backend job; use SendGrid API to email list on defined schedule.
3.11 Monday.com
• Feature/Setting: Automations, recurring notifications, and integration with data boards.
• Sample: Automated workflow every month to aggregate logistics metrics and notify users.
3.12 Smartsheet
• Feature/Setting: Report Scheduling, Email Delivery.
• Sample: Configure report to auto-email to stakeholders weekly.
3.13 Trello
• Feature/Setting: Butler Automation, Scheduled Card Creation with report summaries.
• Sample: Butler rule every Monday; create card with supply chain KPIs.
3.14 Notion
• Feature/Setting: API with scheduled scripts, Notifications API.
• Sample: Scheduler posts new report link in team page every two weeks.
3.15 Quickbase
• Feature/Setting: Subscription Reports, Scheduled Email Delivery.
• Sample: Create report on supply shipments; auto-email monthly to executive group.
3.16 Oracle Integration Cloud
• Feature/Setting: Scheduled Integrations, Email Notification Steps.
• Sample: Orchestrate data flow from Oracle SaaS; deliver consolidated PDF.
3.17 SAP Cloud Platform
• Feature/Setting: Job Scheduler, SAP Analytics Cloud integration, E-mail delivery.
• Sample: Job Scheduler triggers analytics export and sends summary to user group.
3.18 IBM Cloud Functions
• Feature/Setting: Scheduled Triggers, Data Aggregation, Email via SendGrid or SMTP.
• Sample: Cron-based function to process and deliver report.
3.19 Airtable
• Feature/Setting: Automations, Email Integration, Scheduled Scripts.
• Sample: Every Monday, script compiles record summary and sends via email.
3.20 Klipfolio
• Feature/Setting: Scheduled Reports, Email Dashboards.
• Sample: Deliver dashboard export to association stakeholders each quarter.
3.21 HubSpot
• Feature/Setting: Workflow Automation, Scheduled Email Reports.
• Sample: Workflow sends supply chain report to decision makers monthly.
Benefits
4.2 Ensures consistent, on-time delivery of insights to stakeholders.
4.3 Aggregates multi-source data for holistic supply chain transparency.
4.4 Increases data-driven collaboration and strategic agility for associations.
4.5 Improves compliance and audit trail with automated, trackable report delivery.