Data and ReportingPurpose
1.2. Automates collection of meeting minutes, attendance, financial summaries, project updates, event outcomes, and donor engagement data.
1.3. Streamlines compliance by automating archiving, accessibility, and distribution to all stakeholders.
1.4. Automates internal reviews by auto-routing drafts for comment and sign-off.
1.5. Ensures automated, up-to-date, error-free reporting for statutory, donor, and operational needs.
Trigger Conditions
2.2. Upload of draft minutes or summary to shared drive or document repository.
2.3. Submission of post-event reports or financials.
2.4. Task assignment in project management software signaling report due.
2.5. Board member attendance logged on meeting platform.
Platform Variants
• Feature/Setting: Automatic event trigger; configure with “Event Start” webhook.
3.2. Outlook 365
• Feature/Setting: Calendar “When event starts” trigger; configure via Microsoft Graph API.
3.3. Google Drive
• Feature/Setting: “New file in folder” trigger; deploy Drive API for document ingestion.
3.4. Dropbox
• Feature/Setting: “File upload” webhook; enable with /files/upload endpoint.
3.5. Airtable
• Feature/Setting: Automated “Record changed” listener; activate via Automations tab.
3.6. Monday.com
• Feature/Setting: Trigger on status change; set up with API “Change column value”.
3.7. Trello
• Feature/Setting: Card movement webhook; use Trello API “POST /cards”.
3.8. Slack
• Feature/Setting: Channel message automation; use “On message posted” event API.
3.9. Microsoft Teams
• Feature/Setting: Message trigger; configure “On message received” Graph API.
3.10. Zoho Creator
• Feature/Setting: Form submit workflow automation; use Deluge “on success” script.
3.11. Salesforce Nonprofit Cloud
• Feature/Setting: Report automation with “Scheduled Report Runs” via Report API.
3.12. Asana
• Feature/Setting: “Task completed” webhook; initiate via Asana API POST triggers.
3.13. DocuSign
• Feature/Setting: “Envelope Sent” automation; configure Connect API callback for signatures.
3.14. Google Docs
• Feature/Setting: Automated document template fill with Google Docs API “batchUpdate”.
3.15. PandaDoc
• Feature/Setting: “Document completed” trigger; activate via webhooks settings.
3.16. Notion
• Feature/Setting: “Database item updated” automation via Notion API.
3.17. QuickBooks Online
• Feature/Setting: Trigger on new financial report published; set up via Reports API.
3.18. MailChimp
• Feature/Setting: Auto-email distribution with Campaigns API “Create Campaign” endpoint.
3.19. SendGrid
• Feature/Setting: Auto-email report delivery via “Send Email” REST endpoint.
3.20. Google Sheets
• Feature/Setting: “On form submit” or “row added” trigger; use Apps Script for automation.
3.21. Zoom
• Feature/Setting: Meeting attendance reports API; “GET /report/meetings/{meetingId}/participants”.
3.22. Box
• Feature/Setting: File upload trigger; configure “Upload Event” via Box API webhooks.
3.23. Basecamp
• Feature/Setting: Automated message board post; utilize “POST /buckets/{bucket_id}/messages.json”.
3.24. Smartsheet
• Feature/Setting: Row update automation; use “Row Updated” webhook via Smartsheet API.
Benefits
4.2. Enables centralized access to reports—automatedly stored and easy to retrieve.
4.3. Ensures all governance and compliance documents are automatedly generated and distributed.
4.4. Improves transparency by automating sharing with all stakeholders.
4.5. Automates reminders and escalations, minimizing missed reporting deadlines.
4.6. Provides auditable, automated reporting trails for statutory and donor scrutiny.